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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 %
MA
1401
MKT Advisors
California
$364K +$4.43K +96 +1%
WA
1402
Waddell & Associates
Tennessee
$364K -$9.94K -233 -3%
FHA
1403
Flagship Harbor Advisors
Massachusetts
$361K -$65.5K -1,535 -15%
IB
1404
Intrust Bank
Kansas
$360K – – –
FWP
1405
FAS Wealth Partners
Kansas
$359K +$2.52K +59 +0.7%
Financial Engines Advisors
1406
Financial Engines Advisors
California
$359K +$27.4K +642 +8%
NPA
1407
Nichols & Pratt Advisers
Massachusetts
$359K – – –
GCMG
1408
Gyroscope Capital Management Group
Florida
$359K +$25.6K +600 +8%
GWP
1409
Gateway Wealth Partners
Wisconsin
$358K -$1.71K -40 -0.5%
PWM
1410
Prentice Wealth Management
New York
$357K +$57.7K +1,352 +19%
POIA
1411
Pin Oak Investment Advisors
Texas
$357K – – –
SVWAG
1412
Sound View Wealth Advisors Group
Georgia
$356K -$363K -8,514 -50%
Parallax Volatility Advisers
1413
Parallax Volatility Advisers
California
$356K -$226K -5,297 -39%
FPB
1414
First PREMIER Bank
South Dakota
$356K -$63K -1,475 -15%
SNBOSD
1415
Security National Bank of So Dak
Iowa
$356K +$356K +8,339 New
SAM
1416
Summit Asset Management
Tennessee
$355K – – –
DC
1417
Diametric Capital
Massachusetts
$355K +$355K +8,320 New
HC
1418
Hamilton Capital
Ohio
$355K -$1.28K -30 -0.4%
SCA
1419
Sippican Capital Advisors
Massachusetts
$354K -$14.9K -350 -4%
CCM
1420
Cohen Capital Management
California
$353K – – –
PVI
1421
Pine Valley Investments
New Jersey
$353K +$353K +8,261 New
ET
1422
Equitable Trust
Tennessee
$352K -$284K -6,662 -45%
TFA
1423
Transamerica Financial Advisors
Florida
$351K +$346K +8,105 +6,869%
KP
1424
Keel Point
Alabama
$349K +$59.6K +1,397 +21%
TFCP
1425
Twin Focus Capital Partners
Massachusetts
$349K -$364K -8,526 -51%
55 56
57
58 59