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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 %
WF
1501
Wayfinding Financial
Washington
$292K -$22.6K -570 -7%
PP
1502
Pegasus Partners
Wisconsin
$290K +$73.8K +1,807 +34%
LWCFA
1503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K -$244K -6,016 -46%
ZIG
1504
Zullo Investment Group
Pennsylvania
$289K +$10.3K +253 +4%
WTA
1505
Washington Trust Advisors
Massachusetts
$288K +$94K +2,300 +48%
FAM
1506
Formidable Asset Management
Ohio
$286K -$41 -1 -0%
AFP
1507
Ausdal Financial Partners
Iowa
$286K +$613 +15 +0.2%
KA
1508
Kearns & Associates
California
$286K – – –
BFWA
1509
Benchmark Financial Wealth Advisors
Florida
$286K +$4.33K +106 +2%
WC
1510
Westhampton Capital
North Carolina
$286K – – –
FFG
1511
Fortem Financial Group
California
$284K -$66.5K -1,627 -19%
SAM
1512
S.A. Mason
Michigan
$283K -$69.5K -1,700 -20%
DIM
1513
Delta Investment Management
California
$283K – – –
SIM
1514
SSI Investment Management
California
$283K -$6.95K -170 -2%
LB
1515
Legacy Bridge
Iowa
$282K – – –
JWBC
1516
John W. Brooker & Co
California
$282K – – –
OFG
1517
Oxford Financial Group
Indiana
$282K -$287K -7,036 -50%
TCWM
1518
Total Clarity Wealth Management
Illinois
$281K -$132K -3,225 -32%
Members Trust
1519
Members Trust
Florida
$281K +$20K +488 +8%
FCMT
1520
Founders Capital Management (Texas)
Texas
$280K +$2.08K +51 +0.7%
NRC
1521
New Republic Capital
North Carolina
$279K -$6.58K -161 -2%
XSC
1522
X-Square Capital
Puerto Rico
$279K – – –
HIG
1523
Heritage Investment Group
Florida
$279K +$20.2K +493 +8%
PCP
1524
Proficio Capital Partners
Massachusetts
$278K -$390K -9,538 -58%
EFSCE
1525
Enterprise Financial Services Corp (EFSC)
Missouri
$278K -$6.25K -153 -2%
59 60
61
62 63