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Wells Fargo
WFC

Overview Fund Activity

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$415M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
3
Millennium Management
Millennium Management
New York
+$211M
4
BlackRock
BlackRock
New York
+$181M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.43B
2
Capital World Investors
Capital World Investors
California
-$946M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$389M
4
Barclays
Barclays
United Kingdom
-$311M
5
State Street
State Street
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
2026
InceptionR
California
– -$798K -19,317 Closed
MPW
2027
MGO Private Wealth
California
– -$761K -18,437 Closed
RIM
2028
RW Investment Management
Idaho
– -$674K -16,313 Closed
ONGA
2029
O'Neil Global Advisors
California
– -$637K -15,429 Closed
BOM
2030
Bank of Marin
California
– -$632K -15,299 Closed
AT
2031
American Trust
Kentucky
– -$626K -15,168 Closed
ESCM
2032
Echo Street Capital Management
New York
– -$591K -14,303 Closed
BCM
2033
Bluefin Capital Management
New York
– -$549K -13,300 Closed
MHS
2034
M Holdings Securities
Oregon
– -$527K -12,771 Closed
CCA
2035
Childress Capital Advisors
Texas
– -$504K -12,215 Closed
LCAM
2036
London & Capital Asset Management
United Kingdom
– -$501K -12,131 Closed
PAM
2037
Premier Asset Management
Illinois
– -$476K -11,518 Closed
LOAMS
2038
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$428K -10,359 Closed
MCC
2039
Money Concepts Capital
Florida
– -$427K -10,339 Closed
GCP
2040
GSA Capital Partners
United Kingdom
– -$422K -10,220 Closed
CI
2041
Clal Insurance
Israel
– -$413K -10,000 Closed
HT
2042
Headlands Technologies
Illinois
– -$413K -9,999 Closed
SCM
2043
Stevens Capital Management
Pennsylvania
– -$401K -9,716 Closed
MWP
2044
MYCIO Wealth Partners
Pennsylvania
– -$370K -8,949 Closed
PTC
2045
Petrus Trust Company
Texas
– -$368K -8,918 Closed
BG
2046
Bollard Group
Massachusetts
– -$350K -8,470 Closed
BCAM
2047
Boston Common Asset Management
Massachusetts
– -$330K -7,985 Closed
SAM
2048
Seelaus Asset Management
New Jersey
– -$320K -7,761 Closed
APA
2049
Astoria Portfolio Advisors
New York
– -$338K -7,697 Closed
SCP
2050
Sender Company & Partners
New York
– -$316K -7,654 Closed
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