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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 %
AWA
2026
Acorn Wealth Advisors
Michigan
– -$223K -5,230 Closed
PAM
2027
Pegasus Asset Management
New York
– -$223K -5,215 Closed
MSAM
2028
Moloney Securities Asset Management
Missouri
– -$220K -5,150 Closed
HT
2029
Headlands Technologies
Illinois
– -$219K -5,139 Closed
MCCA
2030
Mill Creek Capital Advisors
Pennsylvania
– -$217K -5,080 Closed
ORC
2031
O'Rourke & Company
Massachusetts
– -$214K -5,005 Closed
RSVP
2032
Ramsay Stattman Vela & Price
Colorado
– -$213K -4,997 Closed
MIA
2033
MMBG Investment Advisors
Florida
– -$202K -4,980 Closed
CPA
2034
Court Place Advisors
Maryland
– -$212K -4,970 Closed
EWA
2035
Encompass Wealth Advisors
Oregon
– -$212K -4,957 Closed
MFA
2036
Mayflower Financial Advisors
Massachusetts
– -$211K -4,942 Closed
GCIA
2037
Gabelli & Co Investment Advisers
New York
– -$211K -4,940 Closed
SSG
2038
Summit Securities Group
New York
– -$209K -4,904 Closed
GD
2039
Grandfield & Dodd
New York
– -$208K -4,878 Closed
TWP
2040
Tempus Wealth Planning
California
– -$208K -4,873 Closed
LWM
2041
Lodestone Wealth Management
Washington
– -$208K -4,866 Closed
HKIM
2042
Hayek Kallen Investment Management
Alabama
– -$207K -4,860 Closed
SIC
2043
Samalin Investment Counsel
New York
– -$207K -4,853 Closed
CAS
2044
CTC Alternative Strategies
Illinois
– -$205K -4,800 Closed
AFG
2045
Atomi Financial Group
New York
– -$205K -4,799 Closed
CPC
2046
Consolidated Planning Corp
Georgia
– -$203K -4,765 Closed
PTC
2047
Petrus Trust Company
Texas
– -$202K -4,740 Closed
DP
2048
Denver PWM
Colorado
– -$206K -4,728 Closed
FCB
2049
First County Bank
Connecticut
– -$201K -4,720 Closed
ANB
2050
Amarillo National Bank
Texas
– -$201K -4,715 Closed
80 81
82
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