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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 %
NPA
1426
Nichols & Pratt Advisers
Massachusetts
$343K – – –
ST
1427
Spinnaker Trust
Maine
$343K -$59.2K -1,448 -15%
POIA
1428
Pin Oak Investment Advisors
Texas
$342K – – –
HC
1429
Hamilton Capital
Ohio
$341K +$1.51K +37 +0.4%
SAM
1430
Summit Asset Management
Tennessee
$340K – – –
SCA
1431
Sippican Capital Advisors
Massachusetts
$339K – – –
CFP
1432
Catalyst Financial Partners
Massachusetts
$339K +$49.9K +1,222 +17%
CCM
1433
Cohen Capital Management
California
$338K – – –
VST
1434
Van Strum & Towne
California
$338K -$12.3K -300 -4%
SFB
1435
STAR Financial Bank
Indiana
$337K +$32.7K +800 +11%
CIC
1436
Crawford Investment Counsel
Georgia
$336K +$2.25K +55 +0.7%
TFA
1437
Transamerica Financial Advisors
Florida
$335K -$1.15K -28 -0.3%
NMG
1438
New Millennium Group
Utah
$335K -$166K -4,074 -33%
CS
1439
Capital Square
Tennessee
$333K – – –
CIC
1440
Cutler Investment Counsel
Oregon
$332K +$3.64K +89 +1%
BHBT
1441
Burke & Herbert Bank & Trust
Virginia
$331K -$118K -2,880 -26%
VC
1442
Vicus Capital
Pennsylvania
$330K +$38.3K +937 +13%
SSC
1443
Syverson Strege & Co
Iowa
$330K -$58.1K -1,423 -15%
HT
1444
Heritage Trust
Oklahoma
$330K – – –
MMG
1445
Monetary Management Group
Missouri
$330K – – –
PVI
1446
Pine Valley Investments
New Jersey
$329K -$8.87K -217 -3%
OAM
1447
Occidental Asset Management
California
$327K – – –
BTIM
1448
BancFirst Trust & Investment Management
Oklahoma
$326K – – –
SIG
1449
Sky Investment Group
Connecticut
$325K -$2.41K -59 -0.7%
IWP
1450
Icon Wealth Partners
Texas
$323K -$660K -16,160 -67%
56 57
58
59 60