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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 %
HBT
1726
Hills Bank & Trust
Iowa
$179K -$14.9K -348 -8%
CB
1727
Community Bank
New York
$176K – – –
HFS
1728
Hantz Financial Services
Michigan
$174K -$3.97K -93 -2%
JWM
1729
Janiczek Wealth Management
Colorado
$172K – – –
HBW
1730
Hazlett, Burt & Watson
West Virginia
$172K -$17.1K -400 -9%
LJHT
1731
Laurie J. Hall Trustee
$171K -$10K -235 -6%
BIA
1732
Bell Investment Advisors
California
$171K +$122K +2,866 +254%
PCA
1733
Providence Capital Advisors
North Carolina
$170K – – –
BBPWM
1734
Blue Bell Private Wealth Management
Pennsylvania
$168K – – –
BSB
1735
Bangor Savings Bank
Maine
$167K – – –
CWC
1736
Carolinas Wealth Consulting
North Carolina
$166K -$29.5K -692 -15%
RCG
1737
Rock Creek Group
District of Columbia
$163K -$640 -15 -0.4%
TF
1738
Tompkins Financial
New York
$163K – – –
CCA
1739
Column Capital Advisors
Indiana
$159K – – –
C
1740
Covestor
United Kingdom
$155K -$36.8K -858 -19%
TC
1741
Trust Company
Kansas
$155K -$13.6K -319 -8%
BWAM
1742
Boyd Watterson Asset Management
Ohio
$149K – – –
CFD
1743
Creative Financial Designs
Indiana
$144K +$555 +13 +0.4%
PAI
1744
Pittenger & Anderson Inc
Nebraska
$142K +$51.2K +1,200 +56%
BLC
1745
Brown, Lisle/Cummings
Rhode Island
$142K -$12.8K -300 -8%
ETC
1746
Exchange Traded Concepts
Oklahoma
$142K -$19.2K -450 -12%
VWM
1747
Venturi Wealth Management
Texas
$137K -$84.2K -1,972 -38%
WPA
1748
West Paces Advisors
Georgia
$136K +$34.1K +800 +34%
PIA
1749
Powell Investment Advisors
Florida
$135K – – –
ANBT
1750
American National Bank & Trust
Texas
$135K – – –
68 69
70
71 72