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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 %
SFG
1826
Steward Financial Group
Texas
$58K +$58K +1,363 New
HCM
1827
Hollencrest Capital Management
California
$57.9K – – –
FC
1828
Family CFO
California
$57.5K – – –
JMF
1829
Johnson Midwest Financial
Iowa
$57.3K +$384 +9 +0.7%
VCM
1830
Versant Capital Management
Arizona
$57.2K +$598 +14 +1%
BSC
1831
Brown Shipley & Co
United Kingdom
$57K – – –
MWM
1832
Mascoma Wealth Management
New Hampshire
$57K -$1.47K -33 -3%
GJIA
1833
Glass Jacobson Investment Advisors
Maryland
$56.9K +$56.9K +1,333 New
HWA
1834
Heritage Wealth Advisors
Virginia
$55.7K -$124K -2,902 -69%
AFS
1835
Annapolis Financial Services
Maryland
$55.4K -$8.11K -190 -13%
NBT
1836
Northwest Bank & Trust
Iowa
$54.8K +$54.8K +1,285 New
OIA
1837
Optimum Investment Advisors
Illinois
$54.5K – – –
CWM
1838
Cranbrook Wealth Management
Michigan
$54.4K – – –
TWP
1839
TFO Wealth Partners
Ohio
$53.8K +$52.3K +1,225 +3,500%
FCAG
1840
First Capital Advisors Group
New Jersey
$53.8K +$53.8K +1,260 New
GWSG
1841
GPS Wealth Strategies Group
Colorado
$53.5K -$12K -280 -18%
AIM
1842
Arcadia Investment Management
Michigan
$52.3K -$2.82K -66 -5%
IRAG
1843
Investment Research & Advisory Group
Georgia
$52.3K – – –
CB
1844
CNB Bank
Pennsylvania
$52.2K -$56.3K -1,318 -52%
BONH
1845
Bank of New Hampshire
New Hampshire
$52.1K – – –
WWP
1846
WR Wealth Planners
Missouri
$51.9K +$28.5K +667 +121%
AT
1847
Avalon Trust
New Mexico
$51.2K -$37.7K -883 -42%
ME
1848
McIlrath & Eck
Washington
$51K – – –
WFA
1849
West Financial Advisors
Iowa
$50.4K +$41.9K +981 +493%
PAG
1850
Paladin Advisory Group
Iowa
$49.8K +$12K +282 +32%
72 73
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