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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
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 %
CWA
2001
CM Wealth Advisors
Ohio
– -$379K -8,216 Closed
TFCP
2002
Twin Focus Capital Partners
Massachusetts
– -$349K -8,178 Closed
MFS
2003
Mirabella Financial Services
United Kingdom
– -$341K -8,000 Closed
MCM
2004
Magnolia Capital Management
New York
– -$320K -7,500 Closed
DCM
2005
Donaldson Capital Management
Indiana
– -$317K -7,420 Closed
AT
2006
Arden Trust
Delaware
– -$305K -7,145 Closed
PP
2007
PDT Partners
New York
– -$301K -7,058 Closed
IIC
2008
Integrated Investment Consultants
Michigan
– -$298K -6,985 Closed
TW
2009
Transform Wealth
Colorado
– -$285K -6,680 Closed
TAIM
2010
TD Ameritrade Investment Management
Nebraska
– -$284K -6,662 Closed
PFM
2011
Privium Fund Management
Netherlands
– -$278K -6,550 Closed
GFS
2012
GYL Financial Synergies
Connecticut
– -$278K -6,510 Closed
DCM
2013
Deuterium Capital Management
Florida
– -$276K -6,456 Closed
ASW
2014
Astoria Strategic Wealth
Texas
– -$273K -6,393 Closed
E
2015
Ergoteles
New York
– -$269K -6,309 Closed
BAM
2016
Brave Asset Management
New Jersey
– -$269K -6,301 Closed
RWA
2017
Ropes Wealth Advisors
Massachusetts
– -$268K -6,284 Closed
BWM
2018
BlackDiamond Wealth Management
New York
– -$278K -6,119 Closed
BWP
2019
Bernardo Wealth Planning
Pennsylvania
– -$257K -6,027 Closed
TFA
2020
Tobias Financial Advisors
Florida
– -$252K -5,908 Closed
UL
2021
Unionview LLC
Washington
– -$245K -5,748 Closed
FNBOH
2022
First National Bank of Hutchinson
Kansas
– -$242K -5,668 Closed
LCM
2023
Landscape Capital Management
New Jersey
– -$237K -5,552 Closed
CWA
2024
Capital Wealth Alliance
Arizona
– -$230K -5,392 Closed
MW
2025
MBL Wealth
North Carolina
– -$227K -5,320 Closed
79 80
81
82 83