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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 %
PRC
1976
Pearl River Capital
Michigan
– -$1.45M -33,989 Closed
CS
1977
Cannell & Spears
New York
– -$1.44M -33,821 Closed
LIP
1978
Lighthouse Investment Partners
Florida
– -$1.3M -30,461 Closed
MA
1979
MYDA Advisors
New York
– -$1.28M -30,000 Closed
VIA
1980
Vident Investment Advisory
Georgia
– -$1.11M -26,109 Closed
PI
1981
PEAK6 Investments
Illinois
– -$1.04M -24,371 Closed
PSC
1982
Portman Square Capital
United Kingdom
– -$991K -23,216 Closed
LIM
1983
Longfellow Investment Management
Massachusetts
– -$820K -19,209 Closed
GSWM
1984
Greenup Street Wealth Management
Michigan
– -$798K -18,709 Closed
SFA
1985
Source Financial Advisors
New York
– -$771K -18,073 Closed
PIMJS
1986
PKO Investment Management Joint-Stock
Poland
– -$746K -17,479 Closed
SXL
1987
Summit X LLC
Missouri
– -$590K -13,816 Closed
CB
1988
Cooke & Bieler
Pennsylvania
– -$541K -12,676 Closed
MAA
1989
Mraz Amerine & Associates
California
– -$525K -12,309 Closed
RCG
1990
Resource Consulting Group
Florida
– -$508K -11,896 Closed
ISB
1991
Iowa State Bank
Iowa
– -$502K -11,772 Closed
SAS
1992
Stelac Advisory Services
New York
– -$495K -11,608 Closed
AIM
1993
Achmea Investment Management
Netherlands
– -$469K -10,995 Closed
FDS
1994
First Dallas Securities
Texas
– -$455K -10,650 Closed
CW
1995
CreativeOne Wealth
Kansas
– -$421K -9,856 Closed
BOPW
1996
Brandywine Oak Private Wealth
Pennsylvania
– -$408K -9,551 Closed
WCWM
1997
Willow Creek Wealth Management
California
– -$378K -8,845 Closed
FIM
1998
Freedom Investment Management
Connecticut
– -$377K -8,838 Closed
BWA
1999
Bordeaux Wealth Advisors
California
– -$368K -8,629 Closed
Parallax Volatility Advisers
2000
Parallax Volatility Advisers
California
– -$356K -8,347 Closed
78 79
80
81 82