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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 %
AFS
1826
Annapolis Financial Services
Maryland
$53.2K +$163 +4 +0.3%
SIC
1827
SJS Investment Consulting
Ohio
$52.3K -$9.69K -237 -16%
OIA
1828
Optimum Investment Advisors
Illinois
$52.3K +$123 +3 +0.2%
CWM
1829
Cranbrook Wealth Management
Michigan
$52.1K – – –
AT
1830
Avalon Trust
New Mexico
$51.8K +$2.78K +68 +6%
OP
1831
ORG Partners
Indiana
$51.6K +$39.2K +960 +319%
RAM
1832
Ramirez Asset Management
New York
$50.8K +$50.8K +1,244 New
AIM
1833
Arcadia Investment Management
Michigan
$50.1K – – –
IRAG
1834
Investment Research & Advisory Group
Georgia
$50.1K – – –
BONH
1835
Bank of New Hampshire
New Hampshire
$49.8K – – –
SAG
1836
Spotlight Asset Group
Illinois
$49K -$33.4K -818 -41%
C
1837
Covestor
United Kingdom
$49K -$99.6K -2,424 -67%
ME
1838
McIlrath & Eck
Washington
$48.8K – – –
WFA
1839
West Financial Advisors
Iowa
$48.2K – – –
CHC
1840
City Holding Co
West Virginia
$47.4K – – –
TCA
1841
Trifecta Capital Advisors
Illinois
$47.1K – – –
PAI
1842
Pittenger & Anderson Inc
Nebraska
$46.4K -$89.9K -2,200 -66%
AA
1843
Addison Advisors
Vermont
$45.1K +$2.9K +71 +7%
Loomis, Sayles & Company
1844
Loomis, Sayles & Company
Massachusetts
$45K +$5.06K +123 +13%
GWSG
1845
GPS Wealth Strategies Group
Colorado
$43.7K -$7.56K -185 -15%
RA
1846
Rise Advisors
New York
$43.1K +$368 +9 +0.9%
AWM
1847
Atticus Wealth Management
Florida
$42.9K – – –
WAM
1848
Westport Asset Management
Connecticut
$40.9K – – –
FDCC
1849
Foster Dykema Cabot & Co
Massachusetts
$40K – – –
PAG
1850
Paladin Advisory Group
Iowa
$39.1K -$8.54K -209 -18%
72 73
74
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