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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 %
BWA
1676
Burt Wealth Advisors
Maryland
$209K – – –
Bank Julius Baer & Co
1677
Bank Julius Baer & Co
Switzerland
$209K +$5.72K +140 +3%
KCFA
1678
Key Client Fiduciary Advisors
New Jersey
$209K +$1.64K +40 +0.8%
WPP
1679
Whalerock Point Partners
Rhode Island
$209K – – –
WA
1680
Win Advisors
Florida
$208K +$208K +5,096 New
AWM
1681
Avaii Wealth Management
Wisconsin
$208K +$208K +5,083 New
QPBE
1682
Quintet Private Bank (Europe)
Luxembourg
$208K -$27.2K -666 -12%
ML
1683
McAdam LLC
Pennsylvania
$208K +$6.82K +167 +3%
LCS
1684
Levin Capital Strategies
New York
$207K – – –
AAM
1685
Augustine Asset Management
Florida
$207K +$41 +1 +0%
WCA
1686
Westover Capital Advisors
Delaware
$206K +$206K +5,047 New
MCCP
1687
Mission Creek Capital Partners
California
$206K -$2.7K -66 -1%
HFM
1688
Harvest Fund Management
China
$206K +$89.2K +2,187 +76%
BFA
1689
Beaumont Financial Advisors
Massachusetts
$206K +$206K +5,041 New
MSA
1690
Marino Stram & Associates
Massachusetts
$206K +$1.8K +44 +0.9%
AFM
1691
Anson Funds Management
Texas
$205K -$1.84M -44,971 -90%
AIA
1692
Angeles Investment Advisors
California
$205K -$39.3K -962 -16%
ITIM
1693
Indiana Trust & Investment Management
Indiana
$205K – – –
SGCA
1694
Steel Grove Capital Advisors
Tennessee
$205K +$4.5K +110 +2%
WWG
1695
West Wealth Group
California
$204K -$31.7K -777 -13%
MJP
1696
Michael J. Puzo
$204K – – –
HC
1697
Hourglass Capital
Texas
$204K – – –
HA
1698
HC Advisors
Georgia
$204K +$204K +4,988 New
NL
1699
NWAM LLC
Washington
$203K -$71.2K -1,742 -26%
CWA
1700
Cornerstone Wealth Advisors
Minnesota
$202K – – –
66 67
68
69 70