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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 %
HTI
1301
Hikari Tsushin Inc
Japan
$434K – – –
AM
1302
AGF Management
Ontario, Canada
$432K +$432K +10,576 New
IHWM
1303
Iron Horse Wealth Management
Iowa
$431K -$8.17K -200 -2%
IFWM
1304
Institute for Wealth Management
Colorado
$431K -$14.1K -344 -3%
LFA
1305
LGT Financial Advisors
Texas
$430K -$12.1K -295 -3%
CBA
1306
Coastal Bridge Advisors
Connecticut
$428K – – –
GTAM
1307
Global Trust Asset Management
Florida
$427K -$8.95K -219 -2%
MAM
1308
McCarthy Asset Management
California
$427K +$123 +3 +0%
TFO
1309
Tarbox Family Office
California
$426K – – –
FFM
1310
Flagstone Financial Management
Nebraska
$425K – – –
LJAC
1311
L.J. Altfest & Co
New York
$424K -$39.9K -976 -9%
BL
1312
Balentine LLC
Georgia
$422K -$37.1K -907 -8%
LFA
1313
Lauterbach Financial Advisors
Texas
$422K +$2.62K +64 +0.6%
QC
1314
Quent Capital
New York
$422K +$25.5K +624 +6%
FPWM
1315
FSB Premier Wealth Management
Iowa
$422K +$22.6K +554 +6%
KA
1316
Kovack Advisors
Florida
$420K -$74.5K -1,823 -15%
SC
1317
Steph & Co
Wisconsin
$419K – – –
SIM
1318
Studio Investment Management
Illinois
$419K +$201K +4,920 +92%
AIM
1319
Athena Investment Management
California
$417K +$41 +1 +0%
FTWA
1320
Fifth Third Wealth Advisors
Ohio
$417K +$96K +2,350 +30%
HWA
1321
HCR Wealth Advisors
California
$416K – – –
PAIM
1322
Punch & Associates Investment Management
Minnesota
$415K -$20.4K -500 -5%
WTB
1323
Washington Trust Bank
Washington
$414K +$43.3K +1,059 +12%
MCM
1324
Monument Capital Management
Virginia
$411K -$43.7K -1,069 -10%
DGAM
1325
Desjardins Global Asset Management
Quebec, Canada
$410K -$693K -16,964 -63%
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