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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 %
LW
1401
Linscomb Wealth
Texas
$357K -$59.2K -1,450 -14%
NIM
1402
Northeast Investment Management
Massachusetts
$357K -$30.6K -750 -8%
BFO
1403
Biltmore Family Office
North Carolina
$356K – – –
AG
1404
Ascent Group
Virginia
$356K -$45.5K -1,125 -11%
EWM
1405
Evermay Wealth Management
Virginia
$356K – – –
EWA
1406
Exencial Wealth Advisors
Oklahoma
$355K -$6.82K -167 -2%
OWM
1407
OneAscent Wealth Management
Alabama
$355K +$355K +8,684 New
BCA
1408
Bray Capital Advisors
Florida
$355K -$20.1K -493 -5%
CAM
1409
Campion Asset Management
Virginia
$352K – – –
LA
1410
Lakeside Advisors
Washington
$352K -$47.7K -1,167 -12%
ONST
1411
Old North State Trust
North Carolina
$352K -$19.3K -472 -5%
Financial Engines Advisors
1412
Financial Engines Advisors
California
$352K +$8.62K +211 +3%
ET
1413
Equitable Trust
Tennessee
$352K +$14.8K +363 +4%
SNBOSD
1414
Security National Bank of So Dak
Iowa
$351K +$10.3K +252 +3%
SVWAG
1415
Sound View Wealth Advisors Group
Georgia
$350K +$9.24K +226 +3%
TCM
1416
Traynor Capital Management
Pennsylvania
$348K -$42K -1,029 -11%
IB
1417
Intrust Bank
Kansas
$347K +$2.37K +58 +0.7%
FB
1418
First Bancorp
Maine
$347K -$4.09K -100 -1%
WA
1419
Waddell & Associates
Tennessee
$346K -$1.88K -46 -0.5%
GWP
1420
Gateway Wealth Partners
Wisconsin
$346K +$2.98K +73 +0.9%
WP
1421
WealthSpring Partners
California
$345K -$81.4K -1,991 -19%
PWM
1422
Prentice Wealth Management
New York
$345K +$3.43K +84 +1%
RCG
1423
Regatta Capital Group
California
$345K -$84.6K -2,070 -20%
RCM
1424
RB Capital Management
Nevada
$345K -$11.1K -271 -3%
FWP
1425
FAS Wealth Partners
Kansas
$344K +$327 +8 +0.1%
55 56
57
58 59