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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
$4.35B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$793M
3
Capital International Investors
Capital International Investors
California
$2.82B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$580M
5
Millennium Management
Millennium Management
New York
$357M

Top Sellers

1
BlackRock
BlackRock
New York
$10.6B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.11B
3
State Street
State Street
Massachusetts
$5.88B
4
ECU
Eisler Capital (UK)
United Kingdom
$561M
5
Citadel Advisors
Citadel Advisors
Florida
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1751
Colonial Trust
South Carolina
$108K +$9.03K +221 +9%
MTIC
1752
Missouri Trust & Investment Company
Missouri
$106K – – –
LFG
1753
Larson Financial Group
Missouri
$106K +$5.8K +142 +6%
NFSG
1754
Newbridge Financial Services Group
Florida
$106K -$75.4K -1,846 -42%
PFA
1755
Pathway Financial Advisers
Indiana
$106K +$106K +2,597 New
AIM
1756
Acropolis Investment Management
Missouri
$105K -$16K -392 -13%
CHA
1757
Carmichael Hill & Associates
Maryland
$103K +$245 +6 +0.2%
ICM
1758
Islay Capital Management
Texas
$102K – – –
FPFS
1759
First Personal Financial Services
North Carolina
$102K – – –
CB
1760
CNB Bank
Pennsylvania
$101K +$51.3K +1,256 +103%
RCG
1761
Rock Creek Group
District of Columbia
$100K -$55.9K -1,367 -36%
DWMG
1762
DB Wealth Management Group
California
$98.5K – – –
CAL
1763
Capital Analysts LLC
Pennsylvania
$98K -$3.64K -89 -4%
NRG
1764
Nemes Rush Group
Michigan
$97K -$5.56K -136 -5%
HC
1765
Hoese & Co
Minnesota
$97K – – –
BFPW
1766
BOK Financial Private Wealth
Colorado
$96.7K – – –
ANBT
1767
American National Bank & Trust
Texas
$93.1K -$36.1K -884 -28%
PH
1768
Pinnacle Holdings
Oklahoma
$91K – – –
SOW
1769
State of Wyoming
Wyoming
$90.9K +$90.9K +2,224 New
JGIA
1770
Jackson Grant Investment Advisers
Connecticut
$89.6K – – –
SWM
1771
Sugarloaf Wealth Management
Georgia
$87.6K +$41 +1 +0%
OC
1772
Oakworth Capital
Alabama
$87.4K -$18.6K -455 -18%
CM
1773
Capula Management
Cayman Islands
$86.4K +$86.4K +2,115 New
GM
1774
GeoWealth Management
Illinois
$86K +$45K +1,108 +110%
SR
1775
Syntax Research
Florida
$83.2K +$83.2K +2,036 New
69 70
71
72 73