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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 %
RFA
1876
Resurgent Financial Advisors
Georgia
$23.7K -$13.3K -325 -36%
FFL
1877
Financial Freedom LLC
Ohio
$23.4K -$736 -18 -3%
PO
1878
Private Ocean
California
$23.3K – – –
SJIM
1879
St. Johns Investment Management
Florida
$22.6K – – –
LFA
1880
Level Financial Advisors
New York
$22.2K +$164 +4 +0.7%
DWA
1881
Dougherty Wealth Advisers
Minnesota
$21.9K – – –
BCPWM
1882
Bradley & Co Private Wealth Management
Florida
$21.8K – – –
RDIA
1883
RE Dickinson Investment Advisors
Iowa
$21K – – –
AS
1884
AM Squared
Hong Kong
$20.4K -$36.8K -900 -64%
OCM
1885
Orion Capital Management
California
$20.4K +$20.4K +500 New
BAM
1886
Bellevue Asset Management
Washington
$19.8K +$123 +3 +0.6%
BC
1887
Barrett & Company
Rhode Island
$19.5K -$7.68K -188 -28%
SWM
1888
Sanctuary Wealth Management
Idaho
$19.5K – – –
RTL
1889
Red Tortoise LLC
Georgia
$19.4K +$11.6K +283 +147%
JFG
1890
JDM Financial Group
Texas
$19K – – –
SHIM
1891
Stone House Investment Management
Pennsylvania
$18.8K +$163 +4 +0.9%
DMKJ
1892
David M. Knott Jr
$18K – – –
BAM
1893
Byrne Asset Management
New Jersey
$18K – – –
NSG
1894
Nalls Sherbakoff Group
Tennessee
$18K – – –
NC
1895
NewSquare Capital
Pennsylvania
$17.3K +$1.19K +29 +7%
MLA
1896
MB, Levis & Associates
Pennsylvania
$17.1K +$163 +4 +1%
MFA
1897
McClarren Financial Advisors
Pennsylvania
$17K +$122 +3 +0.7%
CAM
1898
Costello Asset Management
Pennsylvania
$16.3K – – –
FWM
1899
Focused Wealth Management
New York
$15.5K -$2.9K -71 -16%
ACA
1900
Atlas Capital Advisors
Wyoming
$14.8K -$69.5K -1,700 -82%
74 75
76
77 78