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Wells Fargo
WFC

Overview Fund Activity

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$415M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
3
Millennium Management
Millennium Management
New York
+$211M
4
BlackRock
BlackRock
New York
+$181M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.43B
2
Capital World Investors
Capital World Investors
California
-$946M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$389M
4
Barclays
Barclays
United Kingdom
-$311M
5
State Street
State Street
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVWM
1901
Tower View Wealth Management
Wisconsin
$15K +$110 +3 +0.7%
CAM
1902
Costello Asset Management
Pennsylvania
$14.9K – – –
NC
1903
NewSquare Capital
Pennsylvania
$14.8K +$449 +12 +3%
CBT
1904
Central Bank & Trust
Kentucky
$14.7K +$1.01K +27 +7%
TFM
1905
TFC Financial Management
Massachusetts
$14.2K +$2.17K +58 +18%
AIP
1906
Ahrens Investment Partners
Louisiana
$14K +$14K +374 New
CFFP
1907
Center for Financial Planning
Michigan
$13.3K – – –
SC
1908
Stephens Consulting
Michigan
$13.3K – – –
MIM
1909
Meridiem Investment Management
United Kingdom
$13.1K – – –
NOI
1910
Newton One Investments
Delaware
$13.1K – – –
AFIA
1911
America First Investment Advisors
Nebraska
$12.7K -$8.22K -220 -39%
CCP
1912
Carmel Capital Partners
California
$11.7K +$11.7K +314 New
PP
1913
PFS Partners
New Jersey
$11.6K – – –
BCM
1914
Bourgeon Capital Management
Connecticut
$11.5K – – –
WIM
1915
Westside Investment Management
California
$11.2K – – –
HDIM
1916
Hanson & Doremus Investment Management
Vermont
$11K -$1.53K -41 -12%
GFWA
1917
Grey Fox Wealth Advisors
Delaware
$10.6K – – –
CMANY
1918
Capital Management Associates (New York)
New York
$9.35K – – –
NF
1919
Norwood Financial
Pennsylvania
$9.34K – – –
DI
1920
Disciplined Investments
Oklahoma
$9.05K +$2.8K +75 +45%
CMP
1921
Coston McIsaac & Partners
Maine
$9K – – –
TWD
1922
True Wealth Design
Ohio
$8.22K +$8.22K +220 New
GG
1923
Gleason Group
Kentucky
$8.2K +$37 +1 +0.5%
CM
1924
Cornerstone Management
Georgia
$8K -$224 -6 -3%
KA
1925
Kozak & Associates
Colorado
$7.93K -$337 -9 -4%
75 76
77
78 79