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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 %
CHC
1851
City Holding Co
West Virginia
$49.5K +$49.5K +1,160 New
TCA
1852
Trifecta Capital Advisors
Illinois
$49.2K +$42.7K +1,000 +658%
AWM
1853
Atticus Wealth Management
Florida
$44.8K – – –
RA
1854
Rise Advisors
New York
$44.6K -$4.18K -98 -9%
BC
1855
Belmont Capital
California
$44.6K +$21K +492 +89%
AA
1856
Addison Advisors
Vermont
$44K +$1.79K +42 +4%
GM
1857
GeoWealth Management
Illinois
$44K +$25.9K +594 +143%
WAM
1858
Westport Asset Management
Connecticut
$42.7K – – –
HS
1859
Horan Securities
United States
$42.6K – – –
FDCC
1860
Foster Dykema Cabot & Co
Massachusetts
$42K – – –
MFT
1861
Moisand Fitzgerald Tamayo
Florida
$41.9K – – –
Loomis, Sayles & Company
1862
Loomis, Sayles & Company
Massachusetts
$41K -$760K -18,000 -95%
WAM
1863
Worth Asset Management
Texas
$40.5K – – –
RFA
1864
Resurgent Financial Advisors
Georgia
$38.7K +$512 +12 +1%
LG
1865
LAM Group
Oregon
$38.4K – – –
PP
1866
PrairieView Partners
Minnesota
$36K -$193K -4,594 -84%
TIM
1867
Tortoise Investment Management
New York
$34.1K – – –
TCM
1868
Tradewinds Capital Management
Washington
$33.9K – – –
CTB
1869
Country Trust Bank
Illinois
$33.2K – – –
Marshall Wace
1870
Marshall Wace
United Kingdom
$31.6K +$31.6K +740 New
FCG
1871
Financial Connections Group
California
$31K +$23K +550 +288%
TCCM
1872
Timber Creek Capital Management
Massachusetts
$29.9K – – –
IAS
1873
IMA Advisory Services
Colorado
$29.6K – – –
SWA
1874
Sutton Wealth Advisors
Florida
$29K -$3.97K -93 -12%
BC
1875
Barrett & Company
Rhode Island
$28.4K – – –
73 74
75
76 77