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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 %
BFC
1326
Bedel Financial Consulting
Indiana
$417K +$939 +22 +0.2%
FPWM
1327
FSB Premier Wealth Management
Iowa
$417K -$10.5K -246 -2%
AWA
1328
Arete Wealth Advisors
Illinois
$415K +$122K +3,017 +42%
QC
1329
Quent Capital
New York
$414K -$22.8K -535 -5%
WAM
1330
Wolverine Asset Management
Illinois
$411K -$5.34M -125,075 -93%
WB
1331
Webster Bank
Connecticut
$410K -$54.5K -1,278 -12%
HFM
1332
Hartford Financial Management
Connecticut
$410K – – –
AIM
1333
Aspen Investment Management
Michigan
$409K – – –
TCM
1334
Traynor Capital Management
Pennsylvania
$408K +$408K +9,555 New
BOPW
1335
Brandywine Oak Private Wealth
Pennsylvania
$408K +$408K +9,551 New
CC
1336
Cannell & Co
New York
$408K -$157K -3,680 -28%
WAG
1337
Wallace Advisory Group
California
$407K – – –
PSC
1338
Prentiss Smith & Co
Vermont
$406K – – –
VAM
1339
Vontobel Asset Management
New York
$406K -$43.7K -1,023 -10%
VV
1340
Verity & Verity
South Carolina
$406K – – –
SSC
1341
Syverson Strege & Co
Iowa
$406K +$146K +3,410 +56%
NIM
1342
Northeast Investment Management
Massachusetts
$405K -$108K -2,529 -21%
FCIM
1343
Fairview Capital Investment Management
California
$403K -$5.68K -133 -1%
GIA
1344
Gladstone Institutional Advisory
Florida
$403K -$33.2K -778 -8%
AP
1345
Atwood & Palmer
Missouri
$402K – – –
CCFM
1346
Clear Creek Financial Management
Washington
$401K -$50.4K -1,182 -11%
WFI
1347
West Family Investments
California
$401K +$162K +3,795 +68%
LCM
1348
Laurion Capital Management
New York
$399K -$5.23M -122,506 -93%
AMG
1349
Advisors Management Group
Wisconsin
$399K -$6.23K -146 -2%
TCB
1350
Texas Capital Bancshares
Texas
$397K -$5.98K -140 -1%
52 53
54
55 56