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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 %
DA
1351
Doliver Advisors
Texas
$397K -$6.62K -155 -2%
BHB
1352
Bank Hapoalim BM
Israel
$396K -$2.13K -50 -0.5%
CIM
1353
CIM Investment Management
Pennsylvania
$395K +$1.02K +24 +0.3%
LFA
1354
Legacy Financial Advisors
Kentucky
$394K +$65.3K +1,529 +20%
MSE
1355
MUFG Securities EMEA
United Kingdom
$394K -$253K -5,919 -39%
BCA
1356
Bray Capital Advisors
Florida
$392K -$25.8K -604 -6%
RFM
1357
Royal Fund Management
Florida
$391K +$5.85K +137 +2%
RMDI
1358
R.M. Davis Inc
Maine
$390K -$61.6K -1,443 -14%
CCWM
1359
Cassaday & Co Wealth Management
Virginia
$389K -$11.6K -271 -3%
MA
1360
MCF Advisors
Kentucky
$388K +$5.89K +138 +2%
WTB
1361
Washington Trust Bank
Washington
$387K +$15.7K +368 +4%
NIC
1362
Northwest Investment Counselors
Oregon
$387K -$89.7K -2,102 -19%
ONST
1363
Old North State Trust
North Carolina
$387K -$510K -11,962 -57%
KFGK
1364
Keystone Financial Group (Kentucky)
Kentucky
$386K +$386K +9,040 New
CS
1365
Candriam SCA
Luxembourg
$385K +$79.9K +1,871 +26%
SSB
1366
Sandy Spring Bank
Maryland
$385K -$14.5K -340 -4%
CA
1367
Claar Advisors
New York
$384K – – –
AWA
1368
Aaron Wealth Advisors
Illinois
$384K +$141K +3,298 +58%
1WM
1369
1900 Wealth Management
Texas
$383K +$213 +5 +0.1%
SMA
1370
Sage Mountain Advisors
Georgia
$382K -$55.2K -1,294 -13%
VCM
1371
Virtue Capital Management
Tennessee
$382K +$382K +8,776 New
BWA
1372
BDO Wealth Advisors
Florida
$382K +$334K +7,824 +702%
CA
1373
Cornerstone Advisory
Maryland
$381K -$32.4K -759 -8%
BAM
1374
Belpointe Asset Management
Nevada
$380K -$755K -17,692 -66%
GSC
1375
Grey Street Capital
Illinois
$379K +$379K +8,888 New
53 54
55
56 57