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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 %
AWM
1551
Aprio Wealth Management
Georgia
$270K +$270K +6,330 New
HIG
1552
Heritage Investment Group
Florida
$270K -$15.7K -369 -6%
FPAS
1553
Focus Partners Advisor Solutions
Missouri
$270K +$32.5K +761 +14%
CG
1554
CFO4Life Group
Texas
$269K +$31.3K +733 +13%
E
1555
Ergoteles
New York
$269K -$2.45M -57,451 -90%
TCWA
1556
Ten Capital Wealth Advisors
Washington
$269K +$808 +19 +0.3%
BAM
1557
Brave Asset Management
New Jersey
$269K – – –
RWA
1558
Ropes Wealth Advisors
Massachusetts
$268K +$27.1K +634 +11%
CCIA
1559
Cherry Creek Investment Advisors
Colorado
$267K +$1.32K +31 +0.5%
EFM
1560
E Fund Management
China
$267K -$35.4K -831 -12%
UWPG
1561
Ullmann Wealth Partners Group
Florida
$265K -$4.06K -95 -2%
TNBTD
1562
Trustmark National Bank Trust Department
Mississippi
$265K – – –
CTA
1563
Colonial Trust Advisors
South Carolina
$264K -$26.9K -631 -9%
SMA
1564
Seven Mile Advisory
New Jersey
$263K +$263K +6,159 New
GWS
1565
Glassman Wealth Services
Virginia
$262K -$3.88K -91 -1%
BWM
1566
Baron Wealth Management
Michigan
$261K +$24.4K +571 +10%
BMCM
1567
Black Maple Capital Management
Wisconsin
$260K -$85.4K -2,000 -25%
RP
1568
Riverbridge Partners
Minnesota
$260K – – –
CFO
1569
CVA Family Office
Colorado
$259K -$102K -2,389 -28%
KCM
1570
Kathmere Capital Management
Pennsylvania
$259K +$259K +6,063 New
WPWM
1571
Western Pacific Wealth Management
Illinois
$259K – – –
SIA
1572
SeaBridge Investment Advisors
New Jersey
$258K – – –
WSFS
1573
Wilmington Savings Fund Society
Delaware
$258K -$1.58K -37 -0.6%
BWP
1574
Bernardo Wealth Planning
Pennsylvania
$257K – – –
WCM
1575
Wallace Capital Management
Texas
$257K – – –
61 62
63
64 65