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Wells Fargo
WFC

Overview Fund Activity

1,955 hedge funds and large institutions have $111B invested in Wells Fargo in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 711 increasing their positions, 818 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,955
Holders Change
-20
Holders Change %
-1.01%
% of All Funds
31.17%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
122
Increased
711
Reduced
818
Closed
120
Calls
$2.77B
Puts
$5.85B
Net Calls
-$3.09B
Net Calls Change
-$1.95B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$545M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$298M
3
Capital International Investors
Capital International Investors
California
+$291M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$212M
5
Millennium Management
Millennium Management
New York
+$155M

Top Sellers

1
BlackRock
BlackRock
New York
-$416M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$393M
3
State Street
State Street
Massachusetts
-$330M
4
ECU
Eisler Capital (UK)
United Kingdom
-$312M
5
Citadel Advisors
Citadel Advisors
Florida
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
1251
G&S Capital
Colorado
$487K +$3.35K +82 +0.7%
SC
1252
SouthState Corp
Florida
$487K +$1.8K +44 +0.4%
SSWM
1253
Sheets Smith Wealth Management
North Carolina
$487K +$1.19K +29 +0.2%
HCM
1254
Hodges Capital Management
Texas
$486K +$486K +11,900 New
PIA
1255
Perennial Investment Advisors
California
$485K +$12.8K +314 +3%
SFG
1256
StrategIQ Financial Group
Indiana
$484K +$15.6K +383 +3%
LCM
1257
Leisure Capital Management
California
$482K +$2.62K +64 +0.5%
GCS
1258
Gordian Capital (Singapore)
Singapore
$482K +$163K +4,000 +51%
CL
1259
CSS LLC
Illinois
$479K -$20.4K -500 -4%
LFA
1260
Legacy Financial Advisors
Kentucky
$479K +$101K +2,478 +27%
TCOV
1261
Trust Company of Vermont
Vermont
$477K +$18.1K +442 +4%
ATFA
1262
All Terrain Financial Advisors
Minnesota
$476K +$52K +1,273 +12%
TFA
1263
Tranquilli Financial Advisor
New Jersey
$475K +$74.8K +1,831 +19%
ZB
1264
Zions Bancorporation
Utah
$475K -$74.4K -1,820 -14%
WAG
1265
Wallace Advisory Group
California
$472K +$7.51K +176 +2%
CW
1266
Connectus Wealth
Ohio
$472K +$2.09K +51 +0.4%
PWMG
1267
Prestige Wealth Management Group
New Jersey
$465K +$393K +9,623 +546%
BBW
1268
Blue Barn Wealth
Utah
$464K +$172K +4,204 +59%
CFA
1269
Cahill Financial Advisors
Minnesota
$461K -$5.93K -145 -1%
MCM
1270
Mengis Capital Management
Oregon
$461K +$16.9K +414 +4%
TH
1271
TCTC Holdings
Texas
$461K -$111K -2,726 -19%
PP
1272
Pacifica Partners
Canada
$460K +$43.2K +1,098 +10%
Jones Financial Companies
1273
Jones Financial Companies
Missouri
$460K -$162K -3,975 -26%
AWM
1274
Alterna Wealth Management
Texas
$458K -$6.13K -150 -1%
AWAP
1275
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$458K +$2.49K +61 +0.5%
49 50
51
52 53