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Wells Fargo
WFC

Overview Fund Activity

1,975 hedge funds and large institutions have $115B invested in Wells Fargo in 2023 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 630 increasing their positions, 900 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,975
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
31.15%
Holding in Top 10
61
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.86%
% of All Funds
0.96%
New
161
Increased
630
Reduced
900
Closed
147
Calls
$2.44B
Puts
$3.57B
Net Calls
-$1.14B
Net Calls Change
-$6.41M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2.64B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.97B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$384M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$517M
5
Barclays
5
Barclays
United Kingdom
$464M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.52B
2
Capital World Investors
2
Capital World Investors
California
$1.07B
3
Ameriprise
3
Ameriprise
Minnesota
$1.6B
4
Franklin Resources
4
Franklin Resources
California
$229M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
AHB
2026
Abner Herrman & Brock
New Jersey
– -$1.27M -34,040 Closed
MAM
2027
Mark Asset Management
New York
– -$1.06M -28,335 Closed
AIM
2028
Aigen Investment Management
New York
– -$961K -25,712 Closed
AI
2029
Atom Investors
Texas
– -$908K -24,297 Closed
DA
2030
Duality Advisers
Florida
– -$825K -22,068 Closed
QCM
2031
Qsemble Capital Management
New York
– -$815K -21,800 Closed
CCWA
2032
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$741K -19,824 Closed
GCM
2033
Glynn Capital Management
California
– -$716K -19,165 Closed
ECU
2034
Eisler Capital (US)
New York
– -$676K -18,080 Closed
VCM
2035
Vetamer Capital Management
California
– -$667K -17,839 Closed
AG
2036
Algert Global
California
– -$647K -17,300 Closed
IAIM
2037
Industrial Alliance Investment Management
Quebec, Canada
– -$622K -16,638 Closed
ACM
2038
Alethea Capital Management
Washington
– -$584K -15,620 Closed
HSA
2039
Hussman Strategic Advisors
Maryland
– -$579K -15,500 Closed
FAT
2040
First American Trust
California
– -$548K -14,677 Closed
MC
2041
Machina Capital
France
– -$545K -14,591 Closed
WAM
2042
Wakefield Asset Management
Colorado
– -$544K -14,559 Closed
BIP
2043
Blueprint Investment Partners
North Carolina
– -$539K -14,415 Closed
PIC
2044
PCJ Investment Counsel
Ontario, Canada
– -$523K -14,000 Closed
HT
2045
HAP Trading
New York
– -$484K -12,935 Closed
MM
2046
MQS Management
New York
– -$455K -12,184 Closed
DFG
2047
Delta Financial Group
New Jersey
– -$431K -11,539 Closed
JSW
2048
Journey Strategic Wealth
New Jersey
– -$420K -11,225 Closed
RCM
2049
Radnor Capital Management
Pennsylvania
– -$412K -11,023 Closed
LCWP
2050
Legacy Capital Wealth Partners
Arkansas
– -$391K -10,471 Closed
80 81
82
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