WFC icon

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 %
SC
1301
Steph & Co
Wisconsin
$437K – – –
AIM
1302
Athena Investment Management
California
$436K -$2.69K -63 -0.6%
LW
1303
Linscomb Wealth
Texas
$435K +$435K +10,198 New
HWA
1304
HCR Wealth Advisors
California
$435K -$1.54K -36 -0.4%
BIC
1305
Beach Investment Counsel
Pennsylvania
$434K – – –
BP
1306
BBR Partners
New York
$433K -$39.4K -924 -8%
TCWM
1307
Total Clarity Wealth Management
Illinois
$432K +$432K +10,112 New
MS
1308
Maven Securities
Jersey
$430K -$149K -3,493 -26%
HI
1309
Humankind Investments
New York
$428K +$47.7K +1,117 +13%
WP
1310
WealthShield Partners
North Carolina
$428K +$47K +1,101 +12%
LA
1311
LVW Advisors
New York
$426K – – –
ZIG
1312
Zuckerman Investment Group
Illinois
$425K – – –
PI
1313
PFG Investments
New York
$423K +$115K +2,688 +37%
RCWM
1314
Royal Capital Wealth Management
Indiana
$423K +$598 +14 +0.1%
AA
1315
Alta Advisers
United Kingdom
$423K – – –
LAM
1316
L2 Asset Management
Massachusetts
$422K +$33.9K +795 +9%
WBC
1317
West Branch Capital
Massachusetts
$422K -$36.1K -846 -8%
CW
1318
CreativeOne Wealth
Kansas
$421K -$325K -7,612 -44%
AC
1319
ASB Consultores
Florida
$421K +$40.4K +946 +11%
CBT
1320
CoreFirst Bank & Trust
Kansas
$421K -$113K -2,646 -21%
ST
1321
Spinnaker Trust
Maine
$420K -$76.8K -1,800 -15%
TFA
1322
Tranquilli Financial Advisor
New Jersey
$418K -$3.97K -93 -0.9%
EAM
1323
Eagle Asset Management
Florida
$418K +$164K +3,847 +65%
LA
1324
Lakeside Advisors
Washington
$418K -$85.4K -2,000 -17%
AAS
1325
Ameritas Advisory Services
Nebraska
$418K -$367K -8,584 -47%
51 52
53
54 55