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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 %
SL
1601
Salomon & Ludwin
Virginia
$245K -$43 -1 -0%
UL
1602
Unionview LLC
Washington
$245K -$6.83K -160 -3%
TWM
1603
Thrive Wealth Management
Pennsylvania
$245K +$5.98K +140 +3%
WOC
1604
West Oak Capital
California
$244K – – –
PP
1605
Patten & Patten
Tennessee
$244K +$1.07K +25 +0.4%
BI
1606
Ballast Inc
Kentucky
$243K – – –
HWM
1607
Hohimer Wealth Management
Washington
$243K +$243K +5,687 New
PCI
1608
Planning Center Inc
Illinois
$243K -$42.5K -995 -15%
FNBOH
1609
First National Bank of Hutchinson
Kansas
$242K – – –
IAG
1610
Investment Advisory Group
Massachusetts
$242K -$21.8K -511 -8%
TFF
1611
The Family Firm
Maryland
$241K -$3.63K -85 -1%
HWA
1612
HHM Wealth Advisors
Tennessee
$241K – – –
PAMG
1613
Patton Albertson Miller Group
Tennessee
$240K -$9.65K -226 -4%
DA
1614
Detalus Advisors
Missouri
$239K – – –
MRCM
1615
M&R Capital Management
New Jersey
$238K -$8.11K -190 -3%
SWM
1616
Silverlake Wealth Management
Vermont
$238K -$1.54K -36 -0.6%
LCM
1617
Landscape Capital Management
New Jersey
$237K -$4.29M -100,621 -95%
RCM
1618
Raleigh Capital Management
North Carolina
$237K +$22.8K +534 +11%
GC
1619
Gratus Capital
Georgia
$237K +$237K +5,549 New
SFI
1620
SPC Financial Inc
Maryland
$237K – – –
VCP
1621
Verus Capital Partners
Arizona
$237K +$237K +5,543 New
PCM
1622
Prelude Capital Management
New York
$236K -$22.7K -533 -9%
AAM
1623
Alphadyne Asset Management
New York
$236K +$236K +5,531 New
FLPIM
1624
F.L. Putnam Investment Management
Massachusetts
$236K -$52.8K -1,237 -18%
AA
1625
Advisory Alpha
Michigan
$236K -$10.5K -245 -4%
63 64
65
66 67