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Wells Fargo
WFC

Overview Fund Activity

1,975 hedge funds and large institutions have $115B invested in Wells Fargo in 2023 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 630 increasing their positions, 900 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,975
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
31.15%
Holding in Top 10
61
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.86%
% of All Funds
0.96%
New
161
Increased
630
Reduced
900
Closed
147
Calls
$2.44B
Puts
$3.57B
Net Calls
-$1.14B
Net Calls Change
-$6.41M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$375M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$315M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$262M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$627M
2
Capital World Investors
Capital World Investors
California
-$437M
3
Ameriprise
Ameriprise
Minnesota
-$315M
4
Franklin Resources
Franklin Resources
California
-$275M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1251
Connectus Wealth
Ohio
$491K +$5.59K +131 +1%
BMC
1252
Beaton Management Company
Massachusetts
$489K – – –
SFG
1253
StrategIQ Financial Group
Indiana
$489K +$489K +11,457 New
KWA
1254
Kingswood Wealth Advisors
California
$489K +$489K +11,450 New
CFA
1255
Cahill Financial Advisors
Minnesota
$488K +$3.12K +73 +0.6%
WIM
1256
WealthPlan Investment Management
Nebraska
$486K -$62.7K -1,470 -11%
AWM
1257
Alterna Wealth Management
Texas
$485K -$27.7K -650 -5%
DBIA
1258
Dumont & Blake Investment Advisors
New Jersey
$485K -$15K -352 -3%
LJAC
1259
L.J. Altfest & Co
New York
$484K +$20.4K +477 +4%
PTP
1260
Platform Technology Partners
New York
$483K -$13.2K -308 -3%
PA
1261
PFW Advisors
Georgia
$482K +$482K +11,031 New
BOH
1262
Bank of Hawaii
Hawaii
$481K -$5.59K -131 -1%
BL
1263
Balentine LLC
Georgia
$480K -$917K -21,492 -66%
TCOV
1264
Trust Company of Vermont
Vermont
$479K +$6.4K +150 +1%
PPP
1265
Private Portfolio Partners
New Jersey
$479K -$2.77K -65 -0.6%
AWAP
1266
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$476K +$1.45K +34 +0.3%
MCM
1267
Monument Capital Management
Virginia
$474K +$183K +4,292 +63%
AIM
1268
Achmea Investment Management
Netherlands
$469K +$93.1K +2,182 +25%
BHBT
1269
Burke & Herbert Bank & Trust
Virginia
$468K -$21K -491 -4%
MCM
1270
Monarch Capital Management
Indiana
$468K -$34.1K -800 -7%
IFWM
1271
Institute for Wealth Management
Colorado
$465K +$27.3K +640 +6%
MCM
1272
Mengis Capital Management
Oregon
$464K +$2.82K +66 +0.6%
AMIM
1273
Aull & Monroe Investment Management
Alabama
$463K – – –
WPA
1274
Winning Points Advisors
Florida
$463K -$2.15M -43,600 -82%
RA
1275
Rational Advisors
New York
$463K +$418K +9,800 +939%
49 50
51
52 53