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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 %
LFA
1276
LGT Financial Advisors
Texas
$462K – – –
PP
1277
Pacifica Partners
Canada
$461K -$652 -15 -0.1%
IHWM
1278
Iron Horse Wealth Management
Iowa
$459K -$38.2K -896 -8%
GTAM
1279
Global Trust Asset Management
Florida
$456K -$768 -18 -0.2%
FDS
1280
First Dallas Securities
Texas
$455K -$6.41K -150 -1%
JFG
1281
Jefferies Financial Group
New York
$455K -$3.81M -89,278 -89%
PAIM
1282
Punch & Associates Investment Management
Minnesota
$455K -$21.3K -500 -4%
HTI
1283
Hikari Tsushin Inc
Japan
$454K – – –
VBFP
1284
Valtinson Bruner Financial Planning
Minnesota
$452K – – –
AI
1285
AXS Investments
New York
$452K +$35.5K +832 +9%
OCBCO
1286
Oversea-Chinese Banking Corp (OCBC)
Singapore
$450K -$1.24M -29,073 -73%
FPCP
1287
Fort Point Capital Partners
California
$450K +$8.49K +199 +2%
FW
1288
FirstPurpose Wealth
Utah
$450K +$13.6K +318 +3%
RCG
1289
Regatta Capital Group
California
$449K +$42K +985 +10%
PCM
1290
Pointe Capital Management
Michigan
$448K -$16.4K -385 -4%
CBA
1291
Coastal Bridge Advisors
Connecticut
$447K -$4.27K -100 -0.9%
WP
1292
WealthSpring Partners
California
$446K +$427 +10 +0.1%
MAM
1293
McCarthy Asset Management
California
$446K -$5.38K -126 -1%
TFO
1294
Tarbox Family Office
California
$445K +$598 +14 +0.1%
FFM
1295
Flagstone Financial Management
Nebraska
$444K -$6.4K -150 -1%
ATFA
1296
All Terrain Financial Advisors
Minnesota
$442K – – –
AG
1297
Ascent Group
Virginia
$442K -$162K -3,637 -27%
MBTD
1298
Mechanics Bank - Trust Department
California
$441K +$108K +2,524 +32%
WANY
1299
Wealthspire Advisors (New York)
New York
$438K +$33.7K +789 +8%
LFA
1300
Lauterbach Financial Advisors
Texas
$438K +$2.31K +54 +0.5%
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