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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 %
LFG
1776
Larson Financial Group
Missouri
$105K -$21K -493 -17%
CT
1777
Colonial Trust
South Carolina
$103K +$8.84K +207 +9%
DWMG
1778
DB Wealth Management Group
California
$103K – – –
HC
1779
Hoese & Co
Minnesota
$101K – – –
BFPW
1780
BOK Financial Private Wealth
Colorado
$101K -$2.9K -68 -3%
FFC
1781
First Financial Corp
Indiana
$98.8K +$4.52K +106 +5%
KFP
1782
KB Financial Partners
New Jersey
$97K -$513 -12 -0.5%
CYG
1783
Clean Yield Group
Vermont
$95.7K – – –
PH
1784
Pinnacle Holdings
Oklahoma
$95K – – –
GCM
1785
Gables Capital Management
Florida
$94.8K +$12.8K +300 +16%
FP
1786
Financial Perspectives
Minnesota
$94.1K +$256 +6 +0.3%
JGIA
1787
Jackson Grant Investment Advisers
Connecticut
$93.6K – – –
SWM
1788
Sugarloaf Wealth Management
Georgia
$91.5K +$85 +2 +0.1%
LFASL
1789
Lugano Financial Advisors SA (LFA)
Switzerland
$91K – – –
ACA
1790
Atlas Capital Advisors
Wyoming
$88K – – –
GFPC
1791
Global Financial Private Client
Florida
$87.7K – – –
SAG
1792
Spotlight Asset Group
Illinois
$86.1K +$86.1K +2,018 New
AWM
1793
Ameliora Wealth Management
Switzerland
$85.4K -$12.8K -300 -13%
SOAMC
1794
Spirit of America Management Corp
New York
$85.4K – – –
AAG
1795
Armstrong Advisory Group
Massachusetts
$84.6K – – –
PIAS
1796
PCA Investment Advisory Services
Ohio
$83.2K +$83.2K +1,949 New
KFI
1797
Key Financial Inc
Pennsylvania
$83K +$12.2K +287 +17%
ATC
1798
Adirondack Trust Company
New York
$82.1K – – –
LTI
1799
Laffer Tengler Investments
Tennessee
$81.2K – – –
JEST
1800
JTC Employer Solutions Trustee
Jersey
$81K – – –
70 71
72
73 74