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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 %
EWA
1526
ERTS Wealth Advisors
Michigan
$284K +$9.13K +214 +3%
LC
1527
Lincoln Capital
Nebraska
$283K +$5.34K +125 +2%
VCAM
1528
Van Cleef Asset Management
Ohio
$281K – – –
BWM
1529
BNC Wealth Management
Oregon
$280K -$17.9K -419 -6%
LIA
1530
LBMC Investment Advisors
Tennessee
$280K – – –
XSC
1531
X-Square Capital
Puerto Rico
$279K -$1.19K -28 -0.4%
WA
1532
Wealth Architects
California
$278K -$23.3K -545 -8%
BWM
1533
BlackDiamond Wealth Management
New York
$278K -$4.82K -106 -2%
SAG
1534
SageView Advisory Group
California
$278K +$34K +796 +14%
PFM
1535
Privium Fund Management
Netherlands
$278K – – –
GFS
1536
GYL Financial Synergies
Connecticut
$278K +$36.3K +850 +15%
NIM
1537
Nexus Investment Management
Ontario, Canada
$277K – – –
MIC
1538
Means Investment Company
Maine
$276K -$4.23K -99 -2%
DCM
1539
Deuterium Capital Management
Florida
$276K +$276K +6,456 New
FIM
1540
Fruth Investment Management
Texas
$273K – – –
CFG
1541
CKW Financial Group
Hawaii
$273K – – –
ASW
1542
Astoria Strategic Wealth
Texas
$273K -$104K -2,440 -28%
CA
1543
Cambridge Advisors
Nebraska
$272K -$68.2K -1,598 -20%
BFG
1544
Berger Financial Group
Minnesota
$272K +$21.3K +500 +9%
SF
1545
Summit Financial
New Jersey
$272K -$66.2K -1,552 -20%
Members Trust
1546
Members Trust
Florida
$272K +$272K +6,373 New
SFS
1547
Stiles Financial Services
Minnesota
$272K +$272K +6,372 New
CGH
1548
CMG Global Holdings
Texas
$272K +$85 +2 +0%
CBFP
1549
Cedar Brook Financial Partners
Ohio
$272K -$54.5K -1,276 -17%
SWM
1550
Stockman Wealth Management
Montana
$271K -$4.74K -111 -2%
60 61
62
63 64