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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 %
HC
1676
Hourglass Capital
Texas
$213K +$213K +5,000 New
RSVP
1677
Ramsay Stattman Vela & Price
Colorado
$213K +$213K +4,997 New
Bank Julius Baer & Co
1678
Bank Julius Baer & Co
Switzerland
$213K -$224K -5,236 -51%
MSA
1679
Marino Stram & Associates
Massachusetts
$213K +$213K +4,988 New
CD
1680
Chapin Davis
Maryland
$213K +$213K +4,984 New
CPA
1681
Court Place Advisors
Maryland
$212K -$21.3K -500 -9%
EWA
1682
Encompass Wealth Advisors
Oregon
$212K +$212K +4,957 New
CWA
1683
Cornerstone Wealth Advisors
Minnesota
$211K +$211K +4,949 New
ACA
1684
Affinity Capital Advisors
California
$211K +$211K +4,943 New
MFA
1685
Mayflower Financial Advisors
Massachusetts
$211K +$211K +4,942 New
GCIA
1686
Gabelli & Co Investment Advisers
New York
$211K +$211K +4,940 New
PSP
1687
Principal Street Partners
Tennessee
$211K +$211K +4,938 New
ML
1688
McAdam LLC
Pennsylvania
$210K +$210K +4,914 New
AWA
1689
Amplius Wealth Advisors
Pennsylvania
$210K +$210K +4,910 New
SGCA
1690
Steel Grove Capital Advisors
Tennessee
$209K +$209K +4,902 New
SSG
1691
Summit Securities Group
New York
$209K -$110K -2,571 -34%
WF
1692
WoodTrust Financial
Wisconsin
$209K +$209K +4,901 New
GD
1693
Grandfield & Dodd
New York
$208K +$208K +4,878 New
TWP
1694
Tempus Wealth Planning
California
$208K +$208K +4,873 New
LWM
1695
Lodestone Wealth Management
Washington
$208K +$208K +4,866 New
SIC
1696
Samalin Investment Counsel
New York
$207K +$207K +4,853 New
HKIM
1697
Hayek Kallen Investment Management
Alabama
$207K +$207K +4,860 New
FCFS
1698
First Command Financial Services
Texas
$207K -$2.77K -65 -1%
FCB
1699
First Command Bank
Texas
$207K -$2.77K -65 -1%
ACA
1700
Aptus Capital Advisors
Alabama
$206K +$206K +4,832 New
66 67
68
69 70