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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 %
BDS
1801
Banco de Sabadell
Florida
$81K +$752 +18 +0.9%
TSWM
1802
Tyler-Stone Wealth Management
Ohio
$81K +$81K +1,898 New
FCT
1803
First Community Trust
Iowa
$79.7K -$14.8K -346 -16%
DIP
1804
DT Investment Partners
Pennsylvania
$76.6K – – –
EWM
1805
Endurance Wealth Management
Rhode Island
$76K – – –
WAS
1806
Winch Advisory Services
Wisconsin
$76K +$552 +13 +0.7%
PWMG
1807
Prestige Wealth Management Group
New Jersey
$75.2K -$32.5K -762 -30%
EARNEST Partners
1808
EARNEST Partners
Georgia
$75.2K – – –
SWA
1809
SOA Wealth Advisors
New York
$73.3K – – –
WAM
1810
WFA Asset Management
Wisconsin
$71.8K – – –
SIS
1811
Sound Income Strategies
Florida
$69.1K +$31.3K +734 +83%
AWM
1812
Abound Wealth Management
Tennessee
$68.8K -$2.52K -59 -4%
MFG
1813
Mendota Financial Group
Wisconsin
$68.5K +$14.2K +333 +26%
BCMLT
1814
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K +$4.61K +108 +7%
FMTCOCP
1815
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K – – –
BHWM
1816
Bay Harbor Wealth Management
Maryland
$65.4K -$4.95K -116 -7%
RTC
1817
Riverview Trust Company
Washington
$65.3K -$118K -2,772 -64%
BWL
1818
Bogart Wealth LLC
Virginia
$65.3K – – –
KIG
1819
Kessler Investment Group
Indiana
$64.8K – – –
USB
1820
Union Savings Bank
Connecticut
$64.7K +$64.7K +1,403 New
SIC
1821
SJS Investment Consulting
Ohio
$64.7K -$2.22K -52 -3%
LWP
1822
Lumature Wealth Partners
Georgia
$63.1K – – –
NECFA
1823
New England Capital Financial Advisors
Connecticut
$61.4K +$427 +10 +0.7%
UIA
1824
Ulland Investment Advisors
Minnesota
$61K – – –
AS
1825
AM Squared
Hong Kong
$59.8K -$115K -2,700 -66%
71 72
73
74 75