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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 %
IIC
1501
Integrated Investment Consultants
Michigan
$298K +$3.88K +91 +1%
SFG
1502
SNS Financial Group
Minnesota
$298K +$2.22K +52 +0.8%
MA
1503
MONECO Advisors
Connecticut
$298K -$87.3K -2,046 -23%
PWA
1504
Physician Wealth Advisors
Utah
$298K – – –
EFSCE
1505
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$31.2K +731 +12%
DIM
1506
Delta Investment Management
California
$296K -$18.7K -438 -6%
WE
1507
Wealth Effects
Massachusetts
$296K -$7.04K -165 -2%
MSFS
1508
Main Street Financial Solutions
Pennsylvania
$295K +$8.11K +190 +3%
LB
1509
Legacy Bridge
Iowa
$295K – – –
JWBC
1510
John W. Brooker & Co
California
$295K – – –
BFWA
1511
Benchmark Financial Wealth Advisors
Florida
$294K -$16.5K -386 -5%
FCMT
1512
Founders Capital Management (Texas)
Texas
$291K – – –
ZIG
1513
Zullo Investment Group
Pennsylvania
$291K -$16.3K -383 -5%
SB
1514
Sunflower Bank
Texas
$291K – – –
GITFIT
1515
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$290K +$55.5K +1,300 +24%
EA
1516
Evolution Advisers
Virginia
$290K -$6.86K -161 -2%
WDL
1517
Well Done LLC
Michigan
$289K -$7.9K -185 -3%
SHGA
1518
Sand Hill Global Advisors
California
$287K – – –
NL
1519
NWAM LLC
Washington
$287K -$37K -867 -11%
ST
1520
Smithfield Trust
Pennsylvania
$286K +$4.23K +99 +1%
PCM
1521
Parsons Capital Management
Rhode Island
$286K -$25.8K -604 -8%
TW
1522
Transform Wealth
Colorado
$285K -$86.8K -2,034 -23%
BFG
1523
Bouchey Financial Group
New York
$285K -$427 -10 -0.1%
CQS
1524
Credential Qtrade Securities
$285K -$2.73K -64 -1%
TAIM
1525
TD Ameritrade Investment Management
Nebraska
$284K -$36K -845 -11%
59 60
61
62 63