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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 %
PP
1651
Pegasus Partners
Wisconsin
$226K +$226K +5,284 New
DAM
1652
Deltec Asset Management
New York
$224K +$224K +5,260 New
BWA
1653
Brave Warrior Advisors
New York
$224K +$224K +5,250 New
MPCG
1654
Matrix Private Capital Group
New York
$224K +$224K +5,247 New
EWM
1655
Empirical Wealth Management
Washington
$224K -$77.2K -1,809 -26%
AWA
1656
Acorn Wealth Advisors
Michigan
$223K -$8.79K -206 -4%
PAM
1657
Pegasus Asset Management
New York
$223K +$223K +5,215 New
BFIC
1658
Bedell Frazier Investment Counselling
California
$222K -$75.1K -1,759 -25%
PPC
1659
Park Place Capital
Alabama
$222K +$2.09K +49 +1%
MSAM
1660
Moloney Securities Asset Management
Missouri
$220K +$220K +5,150 New
HT
1661
Headlands Technologies
Illinois
$219K +$219K +5,139 New
BWA
1662
Burt Wealth Advisors
Maryland
$218K +$218K +5,117 New
MCCP
1663
Mission Creek Capital Partners
California
$218K -$41.4K -969 -16%
WPP
1664
Whalerock Point Partners
Rhode Island
$218K +$218K +5,108 New
ESCM
1665
Echo Street Capital Management
New York
$218K +$218K +5,100 New
NFP
1666
Narus Financial Partners
Utah
$217K +$217K +5,095 New
MCCA
1667
Mill Creek Capital Advisors
Pennsylvania
$217K +$217K +5,080 New
LCS
1668
Levin Capital Strategies
New York
$217K -$25.6K -600 -11%
KCFA
1669
Key Client Fiduciary Advisors
New Jersey
$216K +$216K +5,072 New
AAM
1670
Augustine Asset Management
Florida
$216K +$216K +5,067 New
CSC
1671
Caldwell Sutter Capital
California
$215K +$94.9K +2,223 +79%
ITIM
1672
Indiana Trust & Investment Management
Indiana
$214K +$214K +5,015 New
ORC
1673
O'Rourke & Company
Massachusetts
$214K +$214K +5,005 New
PFBT
1674
Parkside Financial Bank & Trust
Missouri
$214K +$30.5K +715 +17%
MJP
1675
Michael J. Puzo
$213K +$213K +5,000 New
65 66
67
68 69