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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 %
DP
1701
Denver PWM
Colorado
$206K +$206K +4,728 New
IDA
1702
Intelligence Driven Advisers
California
$205K -$86.4K -2,014 -30%
CAS
1703
CTC Alternative Strategies
Illinois
$205K +$205K +4,800 New
AFG
1704
Atomi Financial Group
New York
$205K +$205K +4,799 New
PA
1705
PSI Advisors
Florida
$204K -$2.9K -68 -1%
HFG
1706
Heron Financial Group
New York
$204K +$204K +4,774 New
CPC
1707
Consolidated Planning Corp
Georgia
$203K +$203K +4,765 New
EGM
1708
Engineers Gate Manager
New York
$203K -$1.66M -38,800 -89%
WTA
1709
Washington Trust Advisors
Massachusetts
$203K -$22.3K -523 -10%
PTC
1710
Petrus Trust Company
Texas
$202K +$202K +4,740 New
MIA
1711
MMBG Investment Advisors
Florida
$202K +$202K +4,980 New
FCB
1712
First County Bank
Connecticut
$201K +$201K +4,720 New
ANB
1713
Amarillo National Bank
Texas
$201K +$201K +4,715 New
RCA
1714
Resonant Capital Advisors
Wisconsin
$201K +$201K +4,712 New
AWAU
1715
Alliance Wealth Advisors (Utah)
Utah
$201K +$201K +4,705 New
BG
1716
Benedetti & Gucer
Georgia
$200K +$200K +4,693 New
BFO
1717
Boston Family Office
Massachusetts
$200K +$200K +4,698 New
IGWM
1718
ICA Group Wealth Management
Colorado
$194K -$1.46M -34,207 -88%
NFSG
1719
Newbridge Financial Services Group
Florida
$190K -$11.2K -263 -6%
FFA
1720
Farther Finance Advisors
California
$189K +$34.8K +816 +23%
Kayne Anderson Rudnick Investment Management
1721
Kayne Anderson Rudnick Investment Management
California
$189K +$9.22K +216 +5%
CB
1722
Centennial Bank
Arkansas
$188K -$279K -6,528 -60%
FPF
1723
First Pacific Financial
Washington
$181K +$181K +4,249 New
CA
1724
Crewe Advisors
Utah
$181K -$33.8K -791 -16%
RFA
1725
Register Financial Advisors
Georgia
$180K -$2.73K -64 -1%
67 68
69
70 71