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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 %
CIM
2051
Contravisory Investment Management
Massachusetts
– -$380K -10,154 Closed
CFO
2052
Colony Family Offices
North Carolina
– -$379K -10,150 Closed
QT
2053
Quantamental Technologies
New York
– -$377K -10,098 Closed
ICP
2054
Interchange Capital Partners
Pennsylvania
– -$375K -10,068 Closed
CC
2055
Callan Capital
California
– -$332K -8,884 Closed
HCA
2056
Harbour Capital Advisors
Virginia
– -$322K -8,613 Closed
SAM
2057
Sawgrass Asset Management
Florida
– -$315K -8,440 Closed
KF
2058
Krilogy Financial
Missouri
– -$311K -8,312 Closed
FCA
2059
FLC Capital Advisors
California
– -$304K -8,146 Closed
OWIM
2060
Old West Investment Management
California
– -$300K -8,037 Closed
PAM
2061
PVG Asset Management
Colorado
– -$287K -7,668 Closed
GA
2062
Greenspring Advisors
Maryland
– -$272K -7,270 Closed
FI
2063
Financial Insights
Washington
– -$265K -7,090 Closed
OFS
2064
OneAscent Financial Services
Alabama
– -$264K -7,066 Closed
LWM
2065
Lyell Wealth Management
California
– -$264K -7,053 Closed
RWP
2066
RWA Wealth Partners
Massachusetts
– -$263K -7,039 Closed
PCH
2067
PGIM Custom Harvest
New Jersey
– -$260K -6,945 Closed
ACM
2068
Avalon Capital Management
California
– -$249K -6,660 Closed
KIA
2069
KLR Investment Advisors
Rhode Island
– -$248K -6,634 Closed
BAM
2070
Blueshift Asset Management
New Jersey
– -$246K -6,569 Closed
AP
2071
Americana Partners
Texas
– -$243K -6,510 Closed
RWMG
2072
Redwood Wealth Management Group
New Jersey
– -$241K -6,443 Closed
CPCM
2073
Cardinal Point Capital Management
Ontario, Canada
– -$237K -6,347 Closed
RAM
2074
Readystate Asset Management
Illinois
– -$236K -6,314 Closed
CC
2075
Copperleaf Capital
North Carolina
– -$233K -6,232 Closed
81 82
83
84 85