WFC icon

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
1
JPMorgan Chase & Co
New York
$4.35B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$793M
3
Capital International Investors
3
Capital International Investors
California
$2.82B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$580M
5
Millennium Management
5
Millennium Management
New York
$357M

Top Sellers

1
BlackRock
1
BlackRock
New York
$10.6B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.11B
3
State Street
3
State Street
Massachusetts
$5.88B
4
ECU
4
Eisler Capital (UK)
United Kingdom
$561M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1951
ClariVest Asset Management
California
$2K +$302 +8 +18%
AWA
1952
Authentikos Wealth Advisory
California
$1.68K +$1.68K +41 New
VWM
1953
Valley Wealth Managers
New Jersey
$1.06K – – –
UFF
1954
USA Financial Formulas
Michigan
$1.02K – – –
BFP
1955
Briaud Financial Planning
Texas
$1K +$1K +46 New
BWS
1956
Buck Wealth Strategies
Colorado
$409 +$409 +10 New
FGAM
1957
Financial Gravity Asset Management
Texas
$52 -$2.18K -42 -98%
OCAM
1958
Owl Creek Asset Management
New York
– -$31.4M -734,563 Closed
LP
1959
LMR Partners
United Kingdom
– -$30.5M -714,842 Closed
BC
1960
Brookfield Corp
Ontario, Canada
– -$22.7M -530,928 Closed
CM
1961
Churchill Management
California
– -$12.3M -289,331 Closed
PE
1962
Point72 Europe
United Kingdom
– -$11M -258,866 Closed
Voloridge Investment Management
1963
Voloridge Investment Management
Florida
– -$9.97M -233,663 Closed
NC
1964
Nixon Capital
Texas
– -$9.74M -228,156 Closed
LC
1965
Loews Corp
New York
– -$8.54M -200,000 Closed
JCP
1966
Jennifer C. Price
– -$8.54M -200,000 Closed
IP
1967
Interval Partners
New York
– -$5.27M -123,509 Closed
CANY
1968
Caxton Associates (New York)
New York
– -$4.97M -116,387 Closed
MPIM
1969
McGinn Penninger Investment Management
Virginia
– -$3.65M -85,436 Closed
V
1970
Veritable
Delaware
– -$2.72M -63,647 Closed
CIP
1971
Cornerstone Investment Partners
Georgia
– -$1.71M -40,168 Closed
ERIC
1972
Eagle Rock Investment Company
Georgia
– -$1.77M -39,512 Closed
AAF
1973
Andra AP-fonden
Sweden
– -$1.63M -38,300 Closed
SC
1974
Shay Capital
New York
– -$1.49M -35,000 Closed
VAS
1975
Vestmark Advisory Solutions
Massachusetts
– -$1.46M -34,307 Closed
77 78
79
80 81