Wells Fargo

WFC

Market cap $253B

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

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

1,975

Holders Change

Holders Change %

+0.05%

% of All Funds

31.15%

Holding in Top 10

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 Los Angeles, California	$2.64B
2	JPMorgan Chase & Co New York	$3.97B
3	Wellington Management Group Boston, Massachusetts	$384M
4	Arrowstreet Capital Boston, Massachusetts	$517M
5	Barclays London, United Kingdom	$464M

Top Sellers

1	Fidelity Investments Boston, Massachusetts	$7.52B
2	Capital World Investors Los Angeles, California	$1.07B
3	Ameriprise Minneapolis, Minnesota	$1.6B
4	Franklin Resources San Mateo, California	$229M
5	Vanguard Group Malvern, Pennsylvania	$14.1B

#	Name	Holding	Trade Value	Shares Change	Shares Change %
1926	OPTFSNA 1926 Old Point Trust & Financial Services N A Newport News, Virginia	$12.8K	+$12.8K	+300	New
1927	OP 1927 ORG Partners Roanoke, Indiana	$12.6K	+$12.6K	+301	New
1928	VSQM 1928 V-Square Quantitative Management Chicago, Illinois	$12.2K	+$12.2K	+285	New
1929	CFS 1929 CGC Financial Services Lake Oswego, Oregon	$12K	+$12K	+280	New
1930	VAG 1930 VisionPoint Advisory Group Dallas, Texas	$10.9K	+$10.9K	+255	New
1931	AWM 1931 Activest Wealth Management Aventure, Florida	$10.7K	-$1.23M	-805	-99%
1932	CCP 1932 Carmel Capital Partners San Diego, California	$10.7K	-$2.73K	-64	-20%
1933	NF 1933 Norwood Financial Honesdale, Pennsylvania	$10.7K	–	–	–
1934	CMP 1934 Coston McIsaac & Partners Bar Harbor, Maine	$10K	+$39	+1	+0.4%
1935	FA 1935 Fiduciary Alliance Greenville, South Carolina	$9.94K	+$9.94K	+233	New
1936	2L 1936 25 LLC St. Louis, Missouri	$9.54K	+$525	+12	+6%
1937	GG 1937 Gleason Group Prospect, Kentucky	$9.44K	+$85	+2	+0.9%
1938	KA 1938 Kozak & Associates Highlands Ranch, Colorado	$9.28K	+$87	+2	+0.9%
1939	M 1939 MOTCO San Antonio, Texas	$8.75K	+$5.25K	+123	+150%
1940	RTL 1940 Red Tortoise LLC Atlanta, Georgia	$8.24K	-$9.3K	-218	-53%
1941	PGAM 1941 Princeton Global Asset Management Princeton, New Jersey	$8.22K	+$85	+2	+1%
1942	LSA 1942 Lansing Street Advisors Ambler, Pennsylvania	$7.74K	+$43	+1	+0.6%
1943	DI 1943 Disciplined Investments Tulsa, Oklahoma	$7.64K	-$2.69K	-63	-26%
1944	CP 1944 Castleview Partners Dallas, Texas	$7.17K	–	–	–
1945	CBT 1945 Central Bank & Trust Lexington, Kentucky	$7.04K	-$9.69K	-227	-58%
1946	RDFA 1946 Ritter Daniher Financial Advisory Cincinnati, Ohio	$6.83K	–	–	–
1947	CFFP 1947 Center for Financial Planning Southfied, Michigan	$6.66K	-$8.54K	-200	-56%
1948	GWMIA 1948 Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$6.45K	+$6.45K	+151	New
1949	WWM 1949 Wolff Wiese Magana Carslbad, California	$6.19K	+$1.71K	+40	+38%
1950	TFGT 1950 TS Financial Group (TSFG) Lake Forest, Illinois	$6K	–	–	–

Wells Fargo WFC Market cap $253B

Top Buyers

Top Sellers

Wells Fargo

WFC

Market cap $253B