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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 %
GWS
1576
Glassman Wealth Services
Virginia
$253K +$2.37K +58 +0.9%
TNBTD
1577
Trustmark National Bank Trust Department
Mississippi
$252K -$1.02K -25 -0.4%
NIC
1578
Northwest Investment Counselors
Oregon
$252K -$119K -2,910 -32%
FP
1579
Financial Perspectives
Minnesota
$251K +$161K +3,946 +179%
Nomura Holdings
1580
Nomura Holdings
Japan
$250K -$5.04M -123,416 -95%
KFC
1581
Klingenstein Fields & Co
New York
$249K +$7.85K +192 +3%
BMCM
1582
Black Maple Capital Management
Wisconsin
$249K – – –
RP
1583
Riverbridge Partners
Minnesota
$249K – – –
BWM
1584
Baron Wealth Management
Michigan
$249K -$1.27K -31 -0.5%
WJA
1585
Willis Johnson & Associates
Texas
$248K -$61.6K -1,507 -20%
KIA
1586
KLR Investment Advisors
Rhode Island
$248K +$248K +6,634 New
SIA
1587
SeaBridge Investment Advisors
New Jersey
$247K – – –
MIA
1588
Milestone Investment Advisors
Wisconsin
$247K +$247K +6,040 New
SWA
1589
SFMG Wealth Advisors
Texas
$247K +$247K +6,036 New
CBFP
1590
Cedar Brook Financial Partners
Ohio
$246K -$13.7K -336 -5%
IW
1591
Imprint Wealth
South Carolina
$246K -$3.85M -94,333 -94%
MIC
1592
Means Investment Company
Maine
$246K -$17.9K -439 -7%
WCM
1593
Wallace Capital Management
Texas
$246K – – –
FAM
1594
Fenimore Asset Management
New York
$245K – – –
CSB
1595
City State Bank
Iowa
$245K -$84.1K -2,060 -26%
WSFS
1596
Wilmington Savings Fund Society
Delaware
$244K -$3.64K -89 -1%
NFG
1597
Nations Financial Group
Iowa
$244K -$1.39K -34 -0.6%
KNW
1598
Kesler Norman & Wride
Utah
$242K +$654 +16 +0.3%
ACM
1599
Arcataur Capital Management
Wisconsin
$242K – – –
OLA
1600
Oliver Luxxe Assets
New Jersey
$242K -$3.68K -90 -1%
62 63
64
65 66