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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 %
CWP
1451
Cyndeo Wealth Partners
Florida
$322K +$654 +16 +0.2%
AIA
1452
Arbor Investment Advisors
North Carolina
$320K -$3.31K -81 -1%
GL
1453
GHE LLC
Tennessee
$320K +$42.6K +1,043 +15%
GITFIT
1454
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$320K -$14.8K -300 -4%
WC
1455
Weil Company
California
$319K – – –
FHA
1456
Flagship Harbor Advisors
Massachusetts
$318K -$28.2K -691 -8%
SFG
1457
SNS Financial Group
Minnesota
$316K +$31.3K +767 +11%
VWA
1458
Visionary Wealth Advisors
Illinois
$316K -$32.4K -793 -9%
FLPIM
1459
F.L. Putnam Investment Management
Massachusetts
$315K +$89.3K +2,185 +40%
BWP
1460
Baldwin Wealth Partners
Massachusetts
$315K -$16.3K -400 -5%
MA
1461
MKT Advisors
California
$315K +$2.34K +59 +0.7%
B
1462
Bailard
California
$314K +$8.7K +213 +3%
BHB
1463
Bank Hapoalim BM
Israel
$313K -$66.6K -1,629 -18%
NHT
1464
New Hampshire Trust
New Hampshire
$313K -$12.1K -295 -4%
RA
1465
Rational Advisors
New York
$312K -$131K -3,197 -29%
RWP
1466
RWA Wealth Partners
Massachusetts
$311K +$311K +7,612 New
AC
1467
AlphaCore Capital
California
$308K -$15.8K -386 -5%
TAM
1468
Titleist Asset Management
Texas
$307K +$307K +7,522 New
FFA
1469
Founders Financial Alliance
North Carolina
$307K -$17.9K -439 -6%
RG
1470
Retirement Group
California
$307K – – –
MSFS
1471
Main Street Financial Solutions
Pennsylvania
$307K +$24.2K +592 +9%
CAM
1472
Cidel Asset Management
Ontario, Canada
$306K – – –
PWP
1473
Pursue Wealth Partners
California
$306K – – –
PSB
1474
Piscataqua Savings Bank
New Hampshire
$306K – – –
RDWM
1475
Red Door Wealth Management
Tennessee
$305K -$12.5K -305 -4%
57 58
59
60 61