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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 %
RCA
2051
Resonant Capital Advisors
Wisconsin
– -$201K -4,712 Closed
BFO
2052
Boston Family Office
Massachusetts
– -$200K -4,698 Closed
BG
2053
Benedetti & Gucer
Georgia
– -$200K -4,693 Closed
IGWM
2054
ICA Group Wealth Management
Colorado
– -$194K -4,551 Closed
CA
2055
Crewe Advisors
Utah
– -$181K -4,236 Closed
SFO
2056
Standard Family Office
South Dakota
– -$134K -3,140 Closed
ODG
2057
O'Dell Group
Ohio
– -$116K -2,726 Closed
CWA
2058
Clearview Wealth Advisors
Oregon
– -$114K -2,661 Closed
MS
2059
Mizuho Securities
Japan
– -$111K -2,600 Closed
LFASL
2060
Lugano Financial Advisors SA (LFA)
Switzerland
– -$91K -2,131 Closed
PIAS
2061
PCA Investment Advisory Services
Ohio
– -$83.2K -1,949 Closed
BSC
2062
Brown Shipley & Co
United Kingdom
– -$57K -1,336 Closed
HS
2063
Horan Securities
United States
– -$42.6K -998 Closed
WAM
2064
Worth Asset Management
Texas
– -$40.5K -950 Closed
FCG
2065
Financial Connections Group
California
– -$31K -741 Closed
AP
2066
Arlington Partners
Alabama
– -$20.7K -485 Closed
OIS
2067
Okabena Investment Services
Minnesota
– -$20K -468 Closed
BG
2068
Bollard Group
Massachusetts
– -$15K -345 Closed
OPTFSNA
2069
Old Point Trust & Financial Services N A
Virginia
– -$12.8K -300 Closed
FA
2070
Fiduciary Alliance
South Carolina
– -$9.94K -233 Closed
2L
2071
25 LLC
Missouri
– -$9.54K -218 Closed
DI
2072
Disciplined Investments
Oklahoma
– -$7.64K -179 Closed
OAJ
2073
Ogorek Anthony Joseph
New York
– -$5K -138 Closed
RI
2074
Ridgewood Investments
New Jersey
– -$2.71K -64 Closed
SF
2075
Safeguard Financial
Wisconsin
– -$1K -16 Closed
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