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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 %
IA
1626
IFG Advisory
Georgia
$229K +$229K +5,611 New
SWM
1627
Silverlake Wealth Management
Vermont
$229K +$1.31K +32 +0.6%
DA
1628
Detalus Advisors
Missouri
$229K – – –
GWANC
1629
Guardian Wealth Advisors (North Carolina)
North Carolina
$229K +$229K +5,599 New
CCA
1630
Cottonwood Capital Advisors
Utah
$228K +$228K +5,579 New
CD
1631
Chapin Davis
Maryland
$227K +$23.1K +565 +11%
PAG
1632
Powers Advisory Group
Illinois
$225K +$1.23K +30 +0.5%
TWM
1633
Thrive Wealth Management
Pennsylvania
$225K -$9.81K -240 -4%
AWM
1634
Aprio Wealth Management
Georgia
$225K -$34.2K -836 -13%
DWM
1635
Denver Wealth Management
Colorado
$223K +$1.55K +38 +0.7%
HCMG
1636
Howard Capital Management Group
California
$223K – – –
MCA
1637
MSH Capital Advisors
Arizona
$223K -$1.47K -36 -0.7%
VCP
1638
Verus Capital Partners
Arizona
$222K -$4.29K -105 -2%
SP
1639
Successful Portfolios
Florida
$222K -$1.88K -46 -0.8%
CCWM
1640
Cassaday & Co Wealth Management
Virginia
$222K -$151K -3,697 -41%
HR
1641
Hardy Reed
Mississippi
$221K -$2.86K -70 -1%
CG
1642
CFO4Life Group
Texas
$221K -$36.9K -904 -14%
PAMG
1643
Patton Albertson Miller Group
Tennessee
$221K -$9.07K -222 -4%
IIM
1644
Ipswich Investment Management
Massachusetts
$221K – – –
RWA
1645
Redhawk Wealth Advisors
Minnesota
$220K +$220K +5,392 New
EW
1646
Evoke Wealth
California
$220K -$86.2K -2,111 -28%
MAM
1647
Meeder Asset Management
Ohio
$220K -$2.17K -53 -1%
WC
1648
Woodstock Corp
Massachusetts
$220K -$24.9K -610 -10%
AW
1649
Alaethes Wealth
Nevada
$219K – – –
GG
1650
Golden Green
South Carolina
$219K +$245 +6 +0.1%
64 65
66
67 68