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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 %
CWA
1376
CM Wealth Advisors
Ohio
$379K -$1.25M -27,067 -77%
WLPWM
1377
Walled Lake Planning & Wealth Management
Illinois
$379K -$204K -4,790 -35%
EWA
1378
Exencial Wealth Advisors
Oklahoma
$378K +$40.8K +955 +12%
TCM
1379
Tributary Capital Management
Nebraska
$378K -$8.54K -200 -2%
WCWM
1380
Willow Creek Wealth Management
California
$378K +$378K +8,845 New
FIM
1381
Freedom Investment Management
Connecticut
$377K -$61.9K -1,451 -14%
PCI
1382
Pacifica Capital Investments
Texas
$377K – – –
LWP
1383
LMG Wealth Partners
Louisiana
$377K – – –
MCM
1384
Manchester Capital Management
Vermont
$376K – – –
SFP
1385
Sweet Financial Partners
Minnesota
$376K -$2.39K -56 -0.6%
MIP
1386
Marietta Investment Partners
Wisconsin
$376K – – –
HI
1387
Hudock Inc
Pennsylvania
$374K +$1.02K +24 +0.3%
RCM
1388
RB Capital Management
Nevada
$372K -$54.5K -1,277 -13%
BFO
1389
Biltmore Family Office
North Carolina
$371K -$57.7K -1,353 -13%
EWM
1390
Evermay Wealth Management
Virginia
$371K +$1.54K +36 +0.4%
PP
1391
PDS Planning
Ohio
$371K +$24.2K +567 +7%
PWMG
1392
Provence Wealth Management Group
California
$370K +$93.2K +2,184 +34%
SMC
1393
Smith, Moore & Co
Missouri
$370K -$162K -3,807 -31%
BWA
1394
Bordeaux Wealth Advisors
California
$368K -$30K -704 -8%
CAM
1395
Campion Asset Management
Virginia
$368K -$8.54K -200 -2%
FB
1396
First Bancorp
Maine
$367K -$8.54K -200 -2%
WF
1397
Wayfinding Financial
Washington
$366K +$24.1K +523 +7%
FFG
1398
Fortem Financial Group
California
$366K -$59.4K -1,392 -14%
VST
1399
Van Strum & Towne
California
$366K – – –
VWA
1400
Visionary Wealth Advisors
Illinois
$364K -$38K -890 -9%
54 55
56
57 58