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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 %
FCFC
1701
First Citizens Financial Corp
Iowa
$201K +$201K +4,913 New
AWA
1702
Amplius Wealth Advisors
Pennsylvania
$200K -$572 -14 -0.3%
WF
1703
WoodTrust Financial
Wisconsin
$200K – – –
BC
1704
Belmont Capital
California
$195K +$153K +3,733 +357%
FCAS
1705
First Command Advisory Services
Texas
$191K +$191K +4,675 New
PPC
1706
Park Place Capital
Alabama
$191K -$21.7K -532 -10%
VSQM
1707
V-Square Quantitative Management
Illinois
$189K +$177K +4,337 +1,522%
CB
1708
Centennial Bank
Arkansas
$181K +$1.92K +47 +1%
FFC
1709
First Financial Corp
Indiana
$179K +$84.4K +2,065 +89%
Kayne Anderson Rudnick Investment Management
1710
Kayne Anderson Rudnick Investment Management
California
$178K -$2.21K -54 -1%
PA
1711
PSI Advisors
Florida
$178K -$17.2K -421 -9%
BBPWM
1712
Blue Bell Private Wealth Management
Pennsylvania
$176K +$15.4K +376 +10%
EBA
1713
Eagle Bay Advisors
New York
$175K +$51.2K +1,252 +41%
FPF
1714
First Pacific Financial
Washington
$174K – – –
HBT
1715
Hills Bank & Trust
Iowa
$170K -$1.23K -30 -0.7%
HFS
1716
Hantz Financial Services
Michigan
$170K +$4.04K +99 +2%
UCB
1717
United Community Bank
South Carolina
$169K +$169K +4,135 New
CB
1718
Community Bank
New York
$169K – – –
PCA
1719
Providence Capital Advisors
North Carolina
$166K +$2.45K +60 +2%
LJHT
1720
Laurie J. Hall Trustee
$164K – – –
HBW
1721
Hazlett, Burt & Watson
West Virginia
$163K – – –
BIA
1722
Bell Investment Advisors
California
$162K -$1.19K -29 -0.7%
HIM
1723
Hillsdale Investment Management
Ontario, Canada
$161K +$161K +3,950 New
TF
1724
Tompkins Financial
New York
$156K – – –
ETC
1725
Exchange Traded Concepts
Oklahoma
$153K +$17.3K +424 +13%
67 68
69
70 71