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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 %
WIC
1276
Woodmont Investment Counsel
Tennessee
$457K -$17K -417 -4%
DBIA
1277
Dumont & Blake Investment Advisors
New Jersey
$456K -$8.04K -197 -2%
GCMG
1278
Gyroscope Capital Management Group
Florida
$456K +$113K +2,760 +33%
BOH
1279
Bank of Hawaii
Hawaii
$455K -$5.39K -132 -1%
CNBT
1280
Canandaigua National Bank & Trust
New York
$455K -$20.4K -500 -4%
FFA
1281
First Foundation Advisors
California
$454K -$31K -758 -6%
GLA
1282
Good Life Advisors
Pennsylvania
$454K -$31.5K -771 -6%
VBFP
1283
Valtinson Bruner Financial Planning
Minnesota
$452K +$18.6K +454 +4%
BMC
1284
Beaton Management Company
Massachusetts
$451K -$16.2K -398 -3%
PA
1285
PFW Advisors
Georgia
$451K – – –
LAM
1286
L2 Asset Management
Massachusetts
$450K -$2.7M -8,474 -86%
OPCM
1287
Osborne Partners Capital Management
California
$448K -$69.2K -1,694 -13%
SF
1288
Summit Financial
New Jersey
$447K +$187K +4,566 +72%
HW
1289
Hancock Whitney
Mississippi
$445K -$75K -1,835 -14%
CT
1290
Chicago Trust
Illinois
$445K -$51K -1,249 -10%
RCM
1291
Radnor Capital Management
Pennsylvania
$444K +$444K +10,869 New
AP
1292
Americana Partners
Texas
$443K +$443K +17,712 New
PPP
1293
Private Portfolio Partners
New Jersey
$440K -$18K -440 -4%
LF
1294
Lee Financial
Texas
$440K -$730K -17,866 -62%
TAM
1295
Tocqueville Asset Management
New York
$439K -$109K -2,660 -20%
MBTD
1296
Mechanics Bank - Trust Department
California
$439K +$16.9K +414 +4%
PTP
1297
Platform Technology Partners
New York
$438K -$23.4K -573 -5%
AMIM
1298
Aull & Monroe Investment Management
Alabama
$437K -$6.58K -161 -1%
DLA
1299
Douglas Lane & Associates
New York
$436K -$40.6K -993 -9%
CA
1300
Capital Advantage
California
$436K +$436K +10,668 New
50 51
52
53 54