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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 %
SC
1476
Schulhoff & Co
Ohio
$310K -$54.2K -1,269 -15%
AFT
1477
Alpha Family Trust
California
$308K -$48.9K -1,145 -14%
CWM
1478
CarsonAllaria Wealth Management
Illinois
$308K -$1.45K -34 -0.5%
EGA
1479
E&G Advisors
Texas
$308K -$427 -10 -0.1%
SMWM
1480
Silvia McColl Wealth Management
California
$308K +$171 +4 +0.1%
DSC
1481
Duncker Streett & Co
Missouri
$307K +$39.8K +933 +15%
SW
1482
Simplicity Wealth
New Jersey
$307K +$307K +7,192 New
PMFA
1483
Plante Moran Financial Advisors
Michigan
$307K +$683 +16 +0.2%
CWS
1484
Confluence Wealth Services
Pennsylvania
$306K -$25.2K -590 -8%
VC
1485
Vicus Capital
Pennsylvania
$305K -$21.5K -503 -7%
BBW
1486
Blue Barn Wealth
Utah
$305K -$2.95K -69 -1%
AT
1487
Arden Trust
Delaware
$305K -$464K -10,862 -60%
LA
1488
Lynch & Associates
Indiana
$304K – – –
SIM
1489
SSI Investment Management
California
$303K -$52.8K -1,238 -15%
SFM
1490
Spartan Fund Management
Canada
$303K +$185K +5,608 +158%
GWM
1491
Guardian Wealth Management
Illinois
$302K -$16.3K -382 -5%
CFP
1492
Catalyst Financial Partners
Massachusetts
$302K +$302K +7,069 New
PP
1493
PDT Partners
New York
$301K +$301K +7,058 New
FAM
1494
Formidable Asset Management
Ohio
$299K -$41.9K -982 -12%
KA
1495
Kearns & Associates
California
$299K – – –
SWIG
1496
Strategic Wealth Investment Group
Kentucky
$299K +$36.5K +855 +14%
NRC
1497
New Republic Capital
North Carolina
$299K +$26.2K +614 +10%
HCM
1498
Howland Capital Management
Massachusetts
$299K -$27.2K -638 -8%
WC
1499
Westhampton Capital
North Carolina
$298K – – –
AFP
1500
Ausdal Financial Partners
Iowa
$298K +$726 +17 +0.2%
58 59
60
61 62