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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 %
CCA
1726
Column Capital Advisors
Indiana
$152K +$41 +1 +0%
BSB
1727
Bangor Savings Bank
Maine
$152K -$8.34K -204 -5%
SFM
1728
Spartan Fund Management
Canada
$145K -$229K -5,608 -61%
BWAM
1729
Boyd Watterson Asset Management
Ohio
$142K – – –
BLC
1730
Brown, Lisle/Cummings
Rhode Island
$140K +$4.09K +100 +3%
IBOK
1731
Independence Bank of Kentucky
Kentucky
$139K -$84.2K -2,060 -38%
CFD
1732
Creative Financial Designs
Indiana
$136K -$2.13K -52 -2%
MHR
1733
Matthew Hamilton Rosenberg
$133K +$9.81K +240 +8%
WPA
1734
West Paces Advisors
Georgia
$130K – – –
PIA
1735
Powell Investment Advisors
Florida
$129K – – –
MAM
1736
Marquette Asset Management
Minnesota
$129K – – –
CTWM
1737
Cherry Tree Wealth Management
Minnesota
$127K – – –
ITFISA
1738
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$127K +$127K +3,098 New
WMA
1739
West Michigan Advisors
Michigan
$126K +$126K +3,088 New
AAP
1740
Arax Advisory Partners
Colorado
$125K +$368 +9 +0.3%
HGERS
1741
Householder Group Estate & Retirement Specialist
Arizona
$125K +$125K +3,050 New
GBT
1742
Grove Bank & Trust
Florida
$124K +$1.31K +32 +1%
CAL
1743
Capital Advisors Ltd
Ohio
$122K – – –
ADL
1744
Asset Dedication LLC
California
$122K +$23K +580 +23%
HL
1745
HeadInvest LLC
Maine
$118K +$118K +2,985 New
TC
1746
Trust Company
Kansas
$114K -$33.7K -825 -23%
BDS
1747
Banco de Sabadell
Florida
$112K +$32.9K +808 +42%
FAM
1748
Flaharty Asset Management
Florida
$112K +$112K +2,738 New
CIR
1749
Clear Investment Research
Georgia
$112K – – –
GEA
1750
Glen Eagle Advisors
New Jersey
$111K +$41 +1 +0%
68 69
70
71 72