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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 %
CIC
1426
Crawford Investment Counsel
Georgia
$348K – – –
ZIM
1427
Zacks Investment Management
Illinois
$348K +$1.49K +35 +0.4%
BWP
1428
Baldwin Wealth Partners
Massachusetts
$346K -$402K -9,425 -54%
PL
1429
Plancorp LLC
Missouri
$345K +$18.5K +434 +6%
HT
1430
Heritage Trust
Oklahoma
$345K +$110K +2,575 +47%
MMG
1431
Monetary Management Group
Missouri
$344K – – –
CSB
1432
City State Bank
Iowa
$344K +$29.6K +694 +9%
CIC
1433
Cutler Investment Counsel
Oregon
$343K – – –
SIG
1434
Sky Investment Group
Connecticut
$342K -$2.13K -50 -0.6%
CS
1435
Capital Square
Tennessee
$342K – – –
OAM
1436
Occidental Asset Management
California
$342K -$59.8K -1,400 -15%
MFS
1437
Mirabella Financial Services
United Kingdom
$341K +$341K +8,000 New
FFA
1438
Founders Financial Alliance
North Carolina
$339K +$29.6K +694 +10%
NHT
1439
New Hampshire Trust
New Hampshire
$339K +$6.4K +150 +2%
BTIM
1440
BancFirst Trust & Investment Management
Oklahoma
$339K -$23.6K -556 -7%
AC
1441
AlphaCore Capital
California
$338K +$90.8K +2,128 +37%
AIA
1442
Arbor Investment Advisors
North Carolina
$338K -$38.3K -897 -10%
CWP
1443
Cyndeo Wealth Partners
Florida
$336K -$6.36K -149 -2%
FTWA
1444
Fifth Third Wealth Advisors
Ohio
$335K +$335K +7,844 New
WC
1445
Weil Company
California
$333K – – –
GCS
1446
Gordian Capital (Singapore)
Singapore
$333K – – –
BWG
1447
Beta Wealth Group
California
$333K +$42.7K +1,000 +15%
RDWM
1448
Red Door Wealth Management
Tennessee
$332K +$12.1K +283 +4%
CT
1449
Coastline Trust
Rhode Island
$330K -$277K -6,497 -46%
CCB
1450
Cutter & Co Brokerage
Missouri
$327K +$58.6K +1,374 +22%
56 57
58
59 60