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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 %
HFRG
1651
Houlihan Financial Resource Group
Virginia
$218K +$218K +5,394 New
MFWP
1652
Mosaic Family Wealth Partners
Missouri
$217K +$204 +5 +0.1%
WCG
1653
Weaver Consulting Group
California
$217K – – –
WAM
1654
Weinberger Asset Management
California
$217K -$19.3K -473 -8%
CC
1655
Constitution Capital
Connecticut
$217K – – –
MFG
1656
Magnus Financial Group
New York
$216K -$4.82K -118 -2%
IDA
1657
Intelligence Driven Advisers
California
$215K +$28.8K +740 +15%
DAM
1658
Deltec Asset Management
New York
$215K – – –
RFA
1659
Register Financial Advisors
Georgia
$215K +$42.5K +1,039 +25%
CTA
1660
Colonial Trust Advisors
South Carolina
$215K -$37.9K -927 -15%
BWA
1661
Brave Warrior Advisors
New York
$215K – – –
SL
1662
Salomon & Ludwin
Virginia
$214K -$20.5K -501 -9%
MPCG
1663
Matrix Private Capital Group
New York
$214K +$41 +1 +0%
ACA
1664
Affinity Capital Advisors
California
$214K +$12.1K +297 +6%
JWWM
1665
Johnson & White Wealth Management
Pennsylvania
$214K +$214K +5,248 New
AA
1666
Advisory Alpha
Michigan
$214K -$12.2K -299 -5%
BFIC
1667
Bedell Frazier Investment Counselling
California
$213K – – –
MRCM
1668
M&R Capital Management
New Jersey
$212K -$15.9K -389 -7%
FAIM
1669
Financial Advocates Investment Management
Washington
$212K -$10.3K -252 -5%
SB
1670
Strategic Blueprint
Georgia
$211K -$10.3K -253 -5%
GW
1671
GW & Wade
Massachusetts
$211K +$211K +5,169 New
AIA
1672
Alternative Investment Advisors
Florida
$211K +$211K +5,162 New
NFP
1673
Narus Financial Partners
Utah
$210K +$2.04K +50 +1%
CSC
1674
Caldwell Sutter Capital
California
$209K +$3.76K +92 +2%
MSE
1675
MUFG Securities EMEA
United Kingdom
$209K -$168K -4,119 -45%
65 66
67
68 69