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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 %
VCP
2051
Verus Capital Partners
Arizona
– -$306K -7,414 Closed
PWMG
2052
Pinnacle Wealth Management Group
Michigan
– -$301K -7,300 Closed
BFA
2053
Buttonwood Financial Advisors
Maryland
– -$299K -7,237 Closed
SEC
2054
Seven Eight Capital
New York
– -$285K -6,911 Closed
CAI
2055
Capital Advisors Inc
Oklahoma
– -$284K -6,879 Closed
DP
2056
Denver PWM
Colorado
– -$278K -6,728 Closed
SAMC
2057
Spectrum Asset Management (California)
California
– -$264K -6,395 Closed
RSVP
2058
Ramsay Stattman Vela & Price
Colorado
– -$253K -6,132 Closed
MFS
2059
Mirabella Financial Services
United Kingdom
– -$251K -6,070 Closed
EWA
2060
Encompass Wealth Advisors
Oregon
– -$244K -5,915 Closed
CFP
2061
Catalyst Financial Partners
Massachusetts
– -$243K -5,896 Closed
FCB
2062
First County Bank
Connecticut
– -$239K -5,789 Closed
CAMG
2063
CWA Asset Management Group
Florida
– -$239K -5,782 Closed
BFM
2064
Boston Financial Management
Massachusetts
– -$233K -5,643 Closed
CCFCSB
2065
Cape Cod Five Cents Savings Bank
Massachusetts
– -$232K -5,625 Closed
CPA
2066
Capital Planning Advisors
California
– -$228K -5,533 Closed
VP
2067
Verum Partners
North Carolina
– -$226K -5,480 Closed
MSAM
2068
Moloney Securities Asset Management
Missouri
– -$226K -5,463 Closed
SG
2069
StoneX Group
New York
– -$225K -5,458 Closed
MPCG
2070
Matrix Private Capital Group
New York
– -$223K -5,395 Closed
PP
2071
Pegasus Partners
Wisconsin
– -$223K -5,389 Closed
GW
2072
GW & Wade
Massachusetts
– -$220K -5,319 Closed
CC
2073
Constitution Capital
Connecticut
– -$219K -5,300 Closed
CNB
2074
Camden National Bank
Maine
– -$219K -5,298 Closed
NFP
2075
Narus Financial Partners
Utah
– -$219K -5,295 Closed
81 82
83
84 85