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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 %
FWM
1626
Finer Wealth Management
Massachusetts
$234K -$1.71K -40 -0.7%
HR
1627
Hardy Reed
Mississippi
$234K +$234K +5,489 New
MCA
1628
MSH Capital Advisors
Arizona
$234K -$427 -10 -0.2%
SP
1629
Successful Portfolios
Florida
$234K -$54K -1,266 -19%
PAG
1630
Powers Advisory Group
Illinois
$233K -$3.76K -88 -2%
IBOK
1631
Independence Bank of Kentucky
Kentucky
$233K -$21.3K -500 -8%
HCMG
1632
Howard Capital Management Group
California
$233K – – –
AO
1633
Advisor OS
Illinois
$232K -$26.5K -622 -10%
FAIM
1634
Financial Advocates Investment Management
Washington
$232K -$6.87K -161 -3%
MAM
1635
Meeder Asset Management
Ohio
$232K -$55.3K -1,295 -19%
SB
1636
Strategic Blueprint
Georgia
$232K +$232K +5,426 New
DWM
1637
Denver Wealth Management
Colorado
$232K +$1.37K +32 +0.6%
GL
1638
GHE LLC
Tennessee
$231K -$38.6K -1,133 -14%
SGI
1639
Summit Global Investments
Utah
$231K – – –
IIM
1640
Ipswich Investment Management
Massachusetts
$231K – – –
MFG
1641
Magnus Financial Group
New York
$230K -$19.9K -467 -8%
CWA
1642
Capital Wealth Alliance
Arizona
$230K +$230K +5,392 New
LB
1643
Leo Brokerage
Texas
$229K -$26.6K -623 -10%
AW
1644
Alaethes Wealth
Nevada
$229K +$229K +5,363 New
GG
1645
Golden Green
South Carolina
$228K -$1.79K -42 -0.8%
SIM
1646
Studio Investment Management
Illinois
$227K +$125K +2,934 +123%
MW
1647
MBL Wealth
North Carolina
$227K +$227K +5,320 New
WCG
1648
Weaver Consulting Group
California
$227K -$2.39K -56 -1%
MFWP
1649
Mosaic Family Wealth Partners
Missouri
$227K -$18.4K -432 -8%
CC
1650
Constitution Capital
Connecticut
$226K +$226K +5,300 New
64 65
66
67 68