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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 %
KFP
1776
KB Financial Partners
New Jersey
$83K -$9.35K -230 -10%
AWM
1777
Ameliora Wealth Management
Switzerland
$81.7K – – –
SOAMC
1778
Spirit of America Management Corp
New York
$81.7K – – –
AAG
1779
Armstrong Advisory Group
Massachusetts
$81K – – –
KFS
1780
Kelly Financial Services
Massachusetts
$80.1K +$55.9K +1,367 +230%
GFPC
1781
Global Financial Private Client
Florida
$80.1K – – –
WOSD
1782
WFA of San Diego
California
$80K +$67K +1,639 +515%
CFA
1783
CWS Financial Advisors
Michigan
$79.6K +$79.6K +1,949 New
CYG
1784
Clean Yield Group
Vermont
$79.4K -$9.65K -243 -11%
DIP
1785
DT Investment Partners
Pennsylvania
$79.3K +$10.8K +265 +16%
JEST
1786
JTC Employer Solutions Trustee
Jersey
$78K – – –
TSWM
1787
Tyler-Stone Wealth Management
Ohio
$78K – – –
LTI
1788
Laffer Tengler Investments
Tennessee
$77.8K – – –
FCT
1789
First Community Trust
Iowa
$76.3K – – –
RL
1790
Rogco LP
Oklahoma
$74.9K +$74.9K +1,834 New
BWL
1791
Bogart Wealth LLC
Virginia
$74.2K +$11.8K +288 +19%
WAS
1792
Winch Advisory Services
Wisconsin
$74K +$615 +15 +0.8%
GCM
1793
Gables Capital Management
Florida
$73.5K -$17.2K -420 -19%
EARNEST Partners
1794
EARNEST Partners
Georgia
$72K – – –
ATC
1795
Adirondack Trust Company
New York
$71.9K -$776 -19 -1%
WAM
1796
WFA Asset Management
Wisconsin
$70.4K +$1.63K +40 +2%
SWA
1797
SOA Wealth Advisors
New York
$70.2K – – –
APW
1798
Acima Private Wealth
Virginia
$68.9K -$36.2K -885 -34%
BCMLT
1799
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K – – –
AWM
1800
Abound Wealth Management
Tennessee
$67.1K +$1.19K +29 +2%
70 71
72
73 74