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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 %
GCP
1326
Garda Capital Partners
Minnesota
$408K +$408K +9,994 New
PI
1327
PFG Investments
New York
$408K +$2.7K +66 +0.7%
CCM
1328
Check Capital Management
California
$407K -$30.7M -751,961 -99%
ZIG
1329
Zuckerman Investment Group
Illinois
$407K – – –
AA
1330
Alta Advisers
United Kingdom
$405K – – –
PSP
1331
Principal Street Partners
Tennessee
$404K +$202K +4,948 +100%
SPA
1332
Sherbrooke Park Advisers
New York
$403K +$403K +9,853 New
SFP
1333
Sweet Financial Partners
Minnesota
$402K +$42.2K +1,033 +12%
WP
1334
WealthShield Partners
North Carolina
$401K -$8.91K -218 -2%
PFBT
1335
Parkside Financial Bank & Trust
Missouri
$400K +$196K +4,796 +96%
BFC
1336
Bedel Financial Consulting
Indiana
$400K +$1.06K +26 +0.3%
MCM
1337
Monarch Capital Management
Indiana
$398K -$50.3K -1,230 -11%
LA
1338
LVW Advisors
New York
$397K -$11.6K -283 -3%
HPWA
1339
Hall Private Wealth Advisors
North Carolina
$396K +$396K +9,700 New
ESCM
1340
Echo Street Capital Management
New York
$395K +$186K +4,561 +89%
RCWM
1341
Royal Capital Wealth Management
Indiana
$394K -$10.8K -265 -3%
HFM
1342
Hartford Financial Management
Connecticut
$392K – – –
AIM
1343
Aspen Investment Management
Michigan
$391K – – –
WB
1344
West Bancorporation
Iowa
$390K -$81.7K -2,000 -17%
CC
1345
Cannell & Co
New York
$390K – – –
PSC
1346
Prentiss Smith & Co
Vermont
$389K – – –
VV
1347
Verity & Verity
South Carolina
$389K – – –
AWE
1348
Avidian Wealth Enterprises
Texas
$388K -$399K -9,773 -51%
FSCM
1349
Front Street Capital Management
Montana
$388K -$134K -3,280 -26%
SMA
1350
Sage Mountain Advisors
Georgia
$387K +$21.1K +516 +6%
52 53
54
55 56