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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 %
FI
1351
Fosun International
China
$386K -$1.53M -37,347 -80%
AP
1352
Atwood & Palmer
Missouri
$385K – – –
ZIM
1353
Zacks Investment Management
Illinois
$384K +$50.7K +1,241 +15%
WFI
1354
West Family Investments
California
$384K – – –
VP
1355
Verum Partners
North Carolina
$384K +$384K +9,388 New
MA
1356
MCF Advisors
Kentucky
$383K +$11.5K +282 +3%
HI
1357
Humankind Investments
New York
$383K -$27.4K -671 -7%
AMG
1358
Advisors Management Group
Wisconsin
$382K -$654 -16 -0.2%
VCM
1359
Virtue Capital Management
Tennessee
$382K – – –
FCIM
1360
Fairview Capital Investment Management
California
$381K -$5.43K -133 -1%
WB
1361
Webster Bank
Connecticut
$379K -$14K -342 -4%
TCB
1362
Texas Capital Bancshares
Texas
$379K -$1.43K -35 -0.4%
SSB
1363
Sandy Spring Bank
Maryland
$378K +$10.1K +246 +3%
DA
1364
Doliver Advisors
Texas
$377K -$3.6K -88 -0.9%
BWG
1365
Beta Wealth Group
California
$376K +$57.4K +1,405 +18%
KFGK
1366
Keystone Financial Group (Kentucky)
Kentucky
$376K +$6.33K +155 +2%
PL
1367
Plancorp LLC
Missouri
$375K +$44.4K +1,087 +13%
WBC
1368
West Branch Capital
Massachusetts
$373K -$30.5K -746 -8%
RFM
1369
Royal Fund Management
Florida
$373K -$1.35K -33 -0.4%
AWA
1370
Aaron Wealth Advisors
Illinois
$373K +$5.56K +136 +2%
HIA
1371
Harbor Investment Advisory
Maryland
$372K -$133K -3,245 -26%
WEG
1372
World Equity Group
Illinois
$371K +$371K +9,082 New
GIA
1373
Gladstone Institutional Advisory
Florida
$371K -$14.9K -364 -4%
PWMG
1374
Provence Wealth Management Group
California
$371K +$16.2K +396 +5%
AWA
1375
Alaska Wealth Advisors
Alaska
$371K -$99.7K -2,439 -21%
53 54
55
56 57