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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 %
JWM
1601
Janiczek Wealth Management
Colorado
$241K +$76.3K +1,867 +46%
TTWM
1602
TCV Trust & Wealth Management
Virginia
$241K – – –
DC
1603
Defender Capital
North Carolina
$241K – – –
MSWM
1604
McGlone Suttner Wealth Management
Wisconsin
$240K +$531 +13 +0.2%
AB
1605
Atlas Brown
Kentucky
$240K -$1.76K -43 -0.7%
RCM
1606
Raleigh Capital Management
North Carolina
$239K +$12.4K +304 +5%
FWM
1607
Finer Wealth Management
Massachusetts
$239K +$14.4K +353 +6%
JAIC
1608
Josh Arnold Investment Consultant
Minnesota
$238K – – –
BAG
1609
Bridgewealth Advisory Group
California
$237K -$2.7K -66 -1%
SGI
1610
Summit Global Investments
Utah
$235K +$14K +343 +6%
IAG
1611
Investment Advisory Group
Massachusetts
$235K +$3.35K +82 +1%
OCBCO
1612
Oversea-Chinese Banking Corp (OCBC)
Singapore
$234K -$197K -4,819 -46%
SWIG
1613
Strategic Wealth Investment Group
Kentucky
$234K -$52.1K -1,274 -18%
EFM
1614
E Fund Management
China
$233K -$22.7K -557 -9%
SFI
1615
SPC Financial Inc
Maryland
$233K +$6.33K +155 +3%
BI
1616
Ballast Inc
Kentucky
$232K – – –
SWM
1617
Stockman Wealth Management
Montana
$232K -$26.9K -659 -10%
PP
1618
Patten & Patten
Tennessee
$232K -$1.02K -25 -0.4%
TCBWMS
1619
Texas Capital Bank Wealth Management Services
Texas
$232K -$293K -7,163 -56%
PCI
1620
Planning Center Inc
Illinois
$232K – – –
AFG
1621
Allegheny Financial Group
Pennsylvania
$232K +$232K +5,669 New
CCB
1622
Cutter & Co Brokerage
Missouri
$232K -$81.7K -1,999 -26%
TFF
1623
The Family Firm
Maryland
$231K +$286 +7 +0.1%
HWA
1624
HHM Wealth Advisors
Tennessee
$231K – – –
HWM
1625
Hohimer Wealth Management
Washington
$230K -$1.88K -46 -0.8%
63 64
65
66 67