WFC icon

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 %
OLA
1576
Oliver Luxxe Assets
New Jersey
$256K -$25.2K -590 -9%
FAM
1577
Fenimore Asset Management
New York
$256K – – –
JAIC
1578
Josh Arnold Investment Consultant
Minnesota
$256K – – –
TAM
1579
Tucker Asset Management
Colorado
$256K -$14.6K -341 -5%
NFG
1580
Nations Financial Group
Iowa
$256K +$2.52K +59 +1%
WC
1581
Woodstock Corp
Massachusetts
$255K -$42.7K -1,000 -14%
AIA
1582
Angeles Investment Advisors
California
$255K -$35.3K -827 -12%
HIIFS
1583
Harel Insurance Investments & Financial Services
Israel
$254K +$56K +1,317 +28%
KNW
1584
Kesler Norman & Wride
Utah
$253K +$555 +13 +0.2%
ACM
1585
Arcataur Capital Management
Wisconsin
$252K +$252K +5,914 New
KFC
1586
Klingenstein Fields & Co
New York
$252K +$252K +5,912 New
TFA
1587
Tobias Financial Advisors
Florida
$252K +$252K +5,908 New
AB
1588
Atlas Brown
Kentucky
$252K – – –
TTWM
1589
TCV Trust & Wealth Management
Virginia
$252K +$252K +5,903 New
DC
1590
Defender Capital
North Carolina
$252K – – –
LRPA
1591
L. Roy Papp & Associates
Arizona
$251K -$35.6K -833 -12%
MSWM
1592
McGlone Suttner Wealth Management
Wisconsin
$251K +$469 +11 +0.2%
BAG
1593
Bridgewealth Advisory Group
California
$250K +$43 +1 +0%
CIA
1594
Cape Investment Advisory
Georgia
$250K +$18.6K +436 +8%
QPBE
1595
Quintet Private Bank (Europe)
Luxembourg
$249K -$23K -530 -8%
AA
1596
Auxano Advisors
Washington
$249K – – –
GIA
1597
Guyasuta Investment Advisors
Pennsylvania
$248K -$3.41K -80 -1%
WWG
1598
West Wealth Group
California
$247K +$1.02K +24 +0.4%
WAM
1599
Weinberger Asset Management
California
$247K +$2.35K +55 +1%
KTC
1600
Kistler-Tiffany Companies
Pennsylvania
$246K +$95.5K +2,238 +64%
62 63
64
65 66