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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 %
MIA
2076
Milestone Investment Advisors
Wisconsin
– -$233K -6,223 Closed
LA
2077
Latitude Advisors
Florida
– -$230K -6,148 Closed
HIMC
2078
Heritage Investors Management Corp
Maryland
– -$229K -6,115 Closed
AFA
2079
Alpha Financial Advisors
North Carolina
– -$222K -5,928 Closed
APIM
2080
Agate Pass Investment Management
Washington
– -$218K -5,825 Closed
HHGA
2081
Halbert Hargrove Global Advisors
California
– -$217K -5,802 Closed
GA
2082
Geller Advisors
New York
– -$212K -5,677 Closed
TAM
2083
Titleist Asset Management
Texas
– -$212K -5,676 Closed
AFG
2084
Allegheny Financial Group
Pennsylvania
– -$212K -5,663 Closed
NCM
2085
Novare Capital Management
North Carolina
– -$210K -5,623 Closed
CA
2086
Calton & Associates
Florida
– -$208K -5,564 Closed
ETH
2087
Exos TFP Holdings
New York
– -$205K -5,496 Closed
HFRG
2088
Houlihan Financial Resource Group
Virginia
– -$202K -5,394 Closed
IA
2089
IFG Advisory
Georgia
– -$201K -5,387 Closed
CWP
2090
Curated Wealth Partners
California
– -$201K -5,378 Closed
SW
2091
Solidarity Wealth
Utah
– -$201K -5,368 Closed
O
2092
Ossiam
France
– -$168K -4,500 Closed
IUHSA
2093
Itau Unibanco Holding S.A.
Brazil
– -$157K -4,210 Closed
TWA
2094
TCI Wealth Advisors
Arizona
– -$152K -4,074 Closed
DFCM
2095
Dark Forest Capital Management
Puerto Rico
– -$75K -2,007 Closed
AWM
2096
Accel Wealth Management
Iowa
– -$56.2K -1,503 Closed
CCM
2097
Carderock Capital Management
Maryland
– -$52.3K -1,400 Closed
FCA
2098
Fortis Capital Advisors
Kansas
– -$37.4K -1,000 Closed
OCM
2099
Orion Capital Management
California
– -$31.8K -850 Closed
EI
2100
Ellevest Inc
New York
– -$27.2K -728 Closed
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