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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 %
TFM
1876
TFC Financial Management
Massachusetts
$28K +$11.8K +276 +73%
SVCP
1877
Silicon Valley Capital Partners
California
$27.5K -$117K -2,729 -81%
CMA
1878
Cedar Mountain Advisors
Oregon
$27.4K +$3.37K +79 +14%
TC
1879
Truvestments Capital
Florida
$27.2K +$128 +3 +0.5%
QL
1880
Quarry LP
New York
$27K -$990K -23,197 -97%
SIA
1881
SkyView Investment Advisors
New Jersey
$27K – – –
TF
1882
TimeScale Financial
Massachusetts
$25.7K +$171 +4 +0.7%
RFG
1883
RFP Financial Group
Georgia
$25.7K – – –
CSS
1884
Cubist Systematic Strategies
Connecticut
$25.6K -$62.7M -1,470,101 -100%
KFS
1885
Kelly Financial Services
Massachusetts
$25.4K -$6.62K -155 -21%
FFL
1886
Financial Freedom LLC
Ohio
$25.2K +$128 +3 +0.5%
AWM
1887
AllSquare Wealth Management
New York
$24.8K – – –
KI
1888
Kapitalo Investimentos
Brazil
$24.5K +$24.5K +574 New
PO
1889
Private Ocean
California
$24.3K -$11.6K -271 -32%
CPG
1890
Cornerstone Planning Group
New Jersey
$23.8K +$23.8K +559 New
SJIM
1891
St. Johns Investment Management
Florida
$23.6K +$21.3K +500 +943%
LFA
1892
Level Financial Advisors
New York
$22.9K +$171 +4 +0.7%
DWA
1893
Dougherty Wealth Advisers
Minnesota
$22.8K – – –
BCPWM
1894
Bradley & Co Private Wealth Management
Florida
$22.8K – – –
BWM
1895
Baystate Wealth Management
Massachusetts
$22.4K -$59.7K -1,399 -73%
HB
1896
Horizon Bancorp
Indiana
$22K – – –
RDIA
1897
RE Dickinson Investment Advisors
Iowa
$22K – – –
FMP
1898
Financial Management Professionals
Texas
$22K +$17.5K +419 +388%
LOIP
1899
Live Oak Investment Partners
Texas
$21.3K -$18.7K – –
AP
1900
Arlington Partners
Alabama
$20.7K -$5.08K -119 -20%
74 75
76
77 78