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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 %
CAC
1451
Core Alternative Capital
Georgia
$325K +$9.05K +212 +3%
WJA
1452
Willis Johnson & Associates
Texas
$324K -$56.2K -1,317 -15%
FMB
1453
Field & Main Bank
Kentucky
$324K -$17K -399 -5%
CB
1454
Cadence Bank
Mississippi
$323K -$12.5K -292 -4%
SAM
1455
S.A. Mason
Michigan
$323K – – –
RWPA
1456
Richard W. Paul & Associates
Michigan
$322K -$1.62K -38 -0.5%
RG
1457
Retirement Group
California
$321K – – –
PWP
1458
Pursue Wealth Partners
California
$320K -$178K -4,180 -36%
CAM
1459
Cidel Asset Management
Ontario, Canada
$320K – – –
MCM
1460
Magnolia Capital Management
New York
$320K – – –
PSB
1461
Piscataqua Savings Bank
New Hampshire
$320K -$33.1K -776 -9%
EW
1462
Evoke Wealth
California
$320K +$320K +7,489 New
KSWA
1463
Kathleen S. Wright Associates
Pennsylvania
$319K -$149K -3,500 -32%
B
1464
Bailard
California
$319K -$598 -14 -0.2%
SFB
1465
STAR Financial Bank
Indiana
$318K – – –
FNBTCON
1466
First National Bank & Trust Co of Newtown
Pennsylvania
$317K – – –
DCM
1467
Donaldson Capital Management
Indiana
$317K -$16.6K -388 -5%
NJBEST
1468
New Jersey Better Educational Savings Trust
New Jersey
$316K – – –
BCCM
1469
Bridge Creek Capital Management
Massachusetts
$316K – – –
CL
1470
COWA LLC
Oklahoma
$316K – – –
EFG
1471
Everhart Financial Group
Ohio
$315K +$52.9K +1,239 +20%
FRA
1472
Front Row Advisors
California
$315K -$170 -4 -0.1%
SQA
1473
Simon Quick Advisors
New Jersey
$315K +$41.8K +980 +15%
AF
1474
Arrow Financial
New York
$313K +$2.65K +62 +0.9%
WWM
1475
Wagner Wealth Management
South Carolina
$313K +$1.02K +24 +0.3%
57 58
59
60 61