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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 %
MFG
1801
Mendota Financial Group
Wisconsin
$65.5K – – –
CT
1802
Clearstead Trust
Maine
$65.1K -$60.8K -1,488 -48%
FMTCOCP
1803
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K – – –
BHWM
1804
Bay Harbor Wealth Management
Maryland
$63.7K +$1.1K +27 +2%
KFI
1805
Key Financial Inc
Pennsylvania
$63.6K -$15.8K -387 -20%
RTC
1806
Riverview Trust Company
Washington
$62.5K – – –
KIG
1807
Kessler Investment Group
Indiana
$62.1K – – –
MIM
1808
Macroview Investment Management
Maryland
$61.3K +$61.3K +1,500 New
CWC
1809
Carolinas Wealth Consulting
North Carolina
$61.2K -$93.2K -2,343 -60%
BCM
1810
BluePath Capital Management
Georgia
$59.4K +$59.4K +1,455 New
NECFA
1811
New England Capital Financial Advisors
Connecticut
$59.3K +$450 +11 +0.8%
UIA
1812
Ulland Investment Advisors
Minnesota
$59K – – –
SFG
1813
Steward Financial Group
Texas
$59K +$3.31K +81 +6%
WWP
1814
WR Wealth Planners
Missouri
$58.7K +$8.95K +219 +18%
MWM
1815
Mascoma Wealth Management
New Hampshire
$57.4K +$5.07K +124 +10%
USB
1816
Union Savings Bank
Connecticut
$57.3K – – –
VCM
1817
Versant Capital Management
Arizona
$57.2K +$2.45K +60 +4%
SA
1818
SRH Advisors
Kansas
$57.2K -$1.65M -40,275 -97%
HCM
1819
Hollencrest Capital Management
California
$55.4K – – –
JMF
1820
Johnson Midwest Financial
Iowa
$55.3K +$449 +11 +0.8%
FC
1821
Family CFO
California
$55K – – –
TWP
1822
TFO Wealth Partners
Ohio
$54.6K +$854 +20 +2%
GJIA
1823
Glass Jacobson Investment Advisors
Maryland
$54.5K +$41 +1 +0.1%
IG
1824
ING Group
Netherlands
$53.8K -$17.8M -435,457 -100%
HWA
1825
Heritage Wealth Advisors
Virginia
$53.4K – – –
71 72
73
74 75