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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 %
EA
1526
Evolution Advisers
Virginia
$278K – – –
CT
1527
Coastline Trust
Rhode Island
$277K -$39K -954 -12%
GIA
1528
Guyasuta Investment Advisors
Pennsylvania
$277K +$39K +955 +16%
AF
1529
Arrow Financial
New York
$277K -$23.1K -565 -8%
WDL
1530
Well Done LLC
Michigan
$276K -$409 -10 -0.1%
GWM
1531
Guardian Wealth Management
Illinois
$276K -$13K -319 -5%
SMWM
1532
Silvia McColl Wealth Management
California
$276K -$18.7K -457 -6%
SAG
1533
SageView Advisory Group
California
$276K +$9.44K +231 +4%
DMC
1534
Drexel Morgan & Co
Pennsylvania
$276K +$276K +6,747 New
TAM
1535
Tucker Asset Management
Colorado
$275K +$30K +733 +12%
SHGA
1536
Sand Hill Global Advisors
California
$274K – – –
ST
1537
Smithfield Trust
Pennsylvania
$274K – – –
LC
1538
Lincoln Capital
Nebraska
$274K +$3.07K +75 +1%
PCM
1539
Parsons Capital Management
Rhode Island
$274K – – –
AA
1540
Auxano Advisors
Washington
$273K +$1.1K +27 +0.4%
BFG
1541
Bouchey Financial Group
New York
$273K – – –
WPWM
1542
Western Pacific Wealth Management
Illinois
$273K +$25.1K +615 +10%
AI
1543
AXS Investments
New York
$271K -$162K -3,961 -37%
HIIFS
1544
Harel Insurance Investments & Financial Services
Israel
$269K +$24.5K +600 +10%
VCAM
1545
Van Cleef Asset Management
Ohio
$269K +$82 +2 +0%
WA
1546
Wealth Architects
California
$269K +$2.41K +59 +0.9%
PWA
1547
Physician Wealth Advisors
Utah
$269K -$3.38K -85 -1%
BWM
1548
BNC Wealth Management
Oregon
$268K +$41 +1 +0%
FMB
1549
Field & Main Bank
Kentucky
$268K -$41.3K -1,011 -13%
CIA
1550
Cape Investment Advisory
Georgia
$267K +$27.7K +679 +12%
60 61
62
63 64