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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 %
FPCP
1376
Fort Point Capital Partners
California
$370K -$60.5K -1,480 -14%
CIM
1377
CIM Investment Management
Pennsylvania
$369K -$9.03K -221 -2%
CS
1378
Candriam SCA
Luxembourg
$369K – – –
WPA
1379
Winning Points Advisors
Florida
$368K -$16.4K -400 -4%
KSWA
1380
Kathleen S. Wright Associates
Pennsylvania
$368K +$64.9K +1,600 +21%
VAM
1381
Vontobel Asset Management
New York
$368K -$20.8K -508 -5%
CA
1382
Claar Advisors
New York
$368K – – –
1WM
1383
1900 Wealth Management
Texas
$367K – – –
PP
1384
PDS Planning
Ohio
$366K +$10.9K +266 +3%
CCFM
1385
Clear Creek Financial Management
Washington
$364K -$19.7K -482 -5%
GSC
1386
Grey Street Capital
Illinois
$363K – – –
SIS
1387
Sound Income Strategies
Florida
$363K +$297K +7,268 +449%
WLPWM
1388
Walled Lake Planning & Wealth Management
Illinois
$363K – – –
CCA
1389
Childress Capital Advisors
Texas
$362K +$362K +8,863 New
EFG
1390
Everhart Financial Group
Ohio
$362K +$60.2K +1,473 +20%
RMDI
1391
R.M. Davis Inc
Maine
$361K -$12.5K -305 -3%
PCI
1392
Pacifica Capital Investments
Texas
$361K – – –
LWP
1393
LMG Wealth Partners
Louisiana
$361K – – –
SQA
1394
Simon Quick Advisors
New Jersey
$361K +$59.5K +1,456 +20%
SMC
1395
Smith, Moore & Co
Missouri
$361K +$6.33K +155 +2%
MCM
1396
Manchester Capital Management
Vermont
$360K – – –
MIP
1397
Marietta Investment Partners
Wisconsin
$360K – – –
GC
1398
Gratus Capital
Georgia
$359K +$132K +3,229 +58%
HI
1399
Hudock Inc
Pennsylvania
$358K +$41 +1 +0%
TCM
1400
Tributary Capital Management
Nebraska
$358K -$4.09K -100 -1%
54 55
56
57 58