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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 %
QL
1926
Quarry LP
New York
$6.05K -$19.8K -485 -77%
TFGT
1927
TS Financial Group (TSFG)
Illinois
$6K – – –
PS
1928
PayPay Securities
Japan
$5.72K – – –
WWM
1929
Wolff Wiese Magana
California
$5.52K -$409 -10 -7%
BEI
1930
Benjamin Edwards Inc
Missouri
$5K – – –
CA
1931
Centerpoint Advisors
Massachusetts
$5K – – –
IA
1932
IFS Advisors
Kansas
$4.82K – – –
CWA
1933
Carolina Wealth Advisors
South Carolina
$4.62K – – –
GFL
1934
Granite FO LLC
New Hampshire
$4.41K – – –
EAM
1935
Eukles Asset Management
Ohio
$4.13K – – –
TLA
1936
Tanglewood Legacy Advisors
Texas
$4.09K – – –
LOIP
1937
Live Oak Investment Partners
Texas
$4.09K -$21.3K – –
TFA
1938
Toth Financial Advisory
Virginia
$3.8K – – –
PWA
1939
Provenance Wealth Advisors
Florida
$3.6K +$3.6K +88 New
CSWM
1940
Cassady Schiller Wealth Management
Ohio
$3.23K – – –
AA
1941
AlphaMark Advisors
Kentucky
$3K – – –
YAL
1942
Your Advocates Ltd
Texas
$2.99K – – –
DAL
1943
Delta Accumulation LLC
California
$2.98K – – –
FWA
1944
FSC Wealth Advisors
New York
$2.78K – – –
AFG
1945
Albion Financial Group
Utah
$2.74K – – –
TFG
1946
Team Financial Group
California
$2.53K +$2.53K +62 New
EWP
1947
Elevation Wealth Partners
California
$2.45K – – –
DWA
1948
Delos Wealth Advisors
Texas
$2.07K – – –
IIL
1949
Insight Inv LLC
California
$2.06K +$2.06K +50 New
DAC
1950
Dividend Assets Capital
South Carolina
$2K -$909 -25 -31%
76 77
78
79 80