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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 %
MAM
1751
Marquette Asset Management
Minnesota
$135K +$28K +656 +26%
SFO
1752
Standard Family Office
South Dakota
$134K – – –
CTWM
1753
Cherry Tree Wealth Management
Minnesota
$133K +$133K +3,108 New
CT
1754
Clearstead Trust
Maine
$131K +$126K +2,970 +2,676%
AAP
1755
Arax Advisory Partners
Colorado
$131K +$341 +8 +0.3%
EBA
1756
Eagle Bay Advisors
New York
$129K -$25.4K -594 -16%
MHR
1757
Matthew Hamilton Rosenberg
$129K -$19.2K -451 -13%
GBT
1758
Grove Bank & Trust
Florida
$129K -$12.8K -299 -9%
CAL
1759
Capital Advisors Ltd
Ohio
$128K +$88.2K +2,058 +221%
AIM
1760
Acropolis Investment Management
Missouri
$127K +$384 +9 +0.3%
HFM
1761
Harvest Fund Management
China
$122K +$11.8K +278 +11%
CIR
1762
Clear Investment Research
Georgia
$117K – – –
ODG
1763
O'Dell Group
Ohio
$116K +$116K +2,726 New
GEA
1764
Glen Eagle Advisors
New Jersey
$116K +$598 +14 +0.5%
CWA
1765
Clearview Wealth Advisors
Oregon
$114K -$1.49K -35 -1%
MTIC
1766
Missouri Trust & Investment Company
Missouri
$111K – – –
MS
1767
Mizuho Securities
Japan
$111K +$111K +2,600 New
OC
1768
Oakworth Capital
Alabama
$111K +$8.41K +197 +8%
APW
1769
Acima Private Wealth
Virginia
$110K – – –
NRG
1770
Nemes Rush Group
Michigan
$107K +$107K +2,510 New
CHA
1771
Carmichael Hill & Associates
Maryland
$107K +$75.5K +1,770 +241%
ICM
1772
Islay Capital Management
Texas
$107K – – –
FPFS
1773
First Personal Financial Services
North Carolina
$106K – – –
ADL
1774
Asset Dedication LLC
California
$106K -$176K -4,146 -62%
CAL
1775
Capital Analysts LLC
Pennsylvania
$106K +$4.26K +100 +4%
69 70
71
72 73