WFC icon

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 %
CAC
1476
Core Alternative Capital
Georgia
$305K -$5.68K -139 -2%
LA
1477
Lynch & Associates
Indiana
$305K +$13.6K +334 +5%
FNBTCON
1478
First National Bank & Trust Co of Newtown
Pennsylvania
$304K – – –
MA
1479
MONECO Advisors
Connecticut
$303K +$18.5K +453 +6%
NJBEST
1480
New Jersey Better Educational Savings Trust
New Jersey
$302K – – –
BCCM
1481
Bridge Creek Capital Management
Massachusetts
$302K – – –
CL
1482
COWA LLC
Oklahoma
$302K – – –
CA
1483
Cornerstone Advisory
Maryland
$301K -$63.2K -1,546 -17%
BMWM
1484
Brown Miller Wealth Management
Virginia
$300K +$300K +7,333 New
CWS
1485
Confluence Wealth Services
Pennsylvania
$299K +$6.05K +148 +2%
WWM
1486
Wagner Wealth Management
South Carolina
$299K -$245 -6 -0.1%
KP
1487
Keel Point
Alabama
$299K -$35.7K -873 -11%
RWPA
1488
Richard W. Paul & Associates
Michigan
$299K -$9.44K -231 -3%
SC
1489
Schulhoff & Co
Ohio
$297K +$204 +5 +0.1%
FRA
1490
Front Row Advisors
California
$297K -$5.07K -124 -2%
SW
1491
Simplicity Wealth
New Jersey
$296K +$2.49K +61 +0.8%
KCM
1492
Kathmere Capital Management
Pennsylvania
$296K +$48.4K +1,185 +20%
WE
1493
Wealth Effects
Massachusetts
$296K +$12.7K +310 +4%
CWM
1494
CarsonAllaria Wealth Management
Illinois
$296K +$736 +18 +0.2%
AFT
1495
Alpha Family Trust
California
$295K – – –
EGA
1496
E&G Advisors
Texas
$295K – – –
DSC
1497
Duncker Streett & Co
Missouri
$295K +$490 +12 +0.2%
CB
1498
Cadence Bank
Mississippi
$294K -$15.1K -370 -5%
BFG
1499
Berger Financial Group
Minnesota
$294K +$33K +808 +13%
PMFA
1500
Plante Moran Financial Advisors
Michigan
$293K -$654 -16 -0.2%
58 59
60
61 62