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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 %
LRPA
1551
L. Roy Papp & Associates
Arizona
$266K +$26K +636 +11%
EWA
1552
ERTS Wealth Advisors
Michigan
$266K -$5.68K -139 -2%
NIM
1553
Nexus Investment Management
Ontario, Canada
$266K – – –
AC
1554
ASB Consultores
Florida
$265K -$138K -3,379 -34%
KA
1555
Kure Advisory
Minnesota
$264K +$264K +6,466 New
CFO
1556
CVA Family Office
Colorado
$264K +$15.9K +390 +6%
CQS
1557
Credential Qtrade Securities
$264K -$8.17K -200 -3%
WA
1558
Wealthstream Advisors
New York
$262K +$262K +6,420 New
SFS
1559
Stiles Financial Services
Minnesota
$262K +$1.84K +45 +0.7%
CFG
1560
CKW Financial Group
Hawaii
$262K – – –
TIA
1561
Traphagen Investment Advisors
New Jersey
$261K -$285K -6,980 -52%
CA
1562
Cambridge Advisors
Nebraska
$261K +$82 +2 +0%
CGH
1563
CMG Global Holdings
Texas
$260K +$82 +2 +0%
WOC
1564
West Oak Capital
California
$260K +$26.5K +650 +11%
FFA
1565
Farther Finance Advisors
California
$259K +$78.1K +1,912 +43%
HCM
1566
Howland Capital Management
Massachusetts
$259K -$26.6K -650 -9%
FIM
1567
Fruth Investment Management
Texas
$258K -$4.08K -100 -2%
AO
1568
Advisor OS
Illinois
$257K +$35.2K +862 +16%
CCIA
1569
Cherry Creek Investment Advisors
Colorado
$257K +$1.47K +36 +0.6%
SB
1570
Sunflower Bank
Texas
$256K -$22.5K -550 -8%
UWPG
1571
Ullmann Wealth Partners Group
Florida
$255K +$1.14K +28 +0.5%
EWM
1572
Empirical Wealth Management
Washington
$255K +$40.5K +992 +19%
LIA
1573
LBMC Investment Advisors
Tennessee
$254K – – –
SMA
1574
Seven Mile Advisory
New Jersey
$253K +$1.8K +44 +0.7%
TNA
1575
True North Advisors
Texas
$253K -$1.4M -34,275 -85%
61 62
63
64 65