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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 %
UAML
2101
US Asset Management LLC
Pennsylvania
– -$25K -662 Closed
MWC
2102
MBM Wealth Consultants
Missouri
– -$19K -500 Closed
DCM
2103
Dupont Capital Management
Delaware
– -$18.2K -486 Closed
HIM
2104
Hillsdale Investment Management
Ontario, Canada
– -$17.2K -460 Closed
TVWM
2105
Tower View Wealth Management
Wisconsin
– -$15K -408 Closed
GFWA
2106
Grey Fox Wealth Advisors
Delaware
– -$10.6K -284 Closed
CMANY
2107
Capital Management Associates (New York)
New York
– -$9.35K -250 Closed
TWD
2108
True Wealth Design
Ohio
– -$8.22K -220 Closed
CM
2109
Cornerstone Management
Georgia
– -$8K -214 Closed
FNBOSM
2110
First National Bank of South Miami
Florida
– -$7.48K -200 Closed
SC
2111
Schubert & Co
Texas
– -$7.33K -196 Closed
BA
2112
Bellwether Advisors
Nebraska
– -$6.43K -172 Closed
OLVIG
2113
Oliver Lagore Vanvalin Investment Group
Michigan
– -$6.13K -164 Closed
SL
2114
Savior LLC
Massachusetts
– -$4.75K -127 Closed
YDMI
2115
Y.D. More Investments
Israel
– -$4.52K -122 Closed
JIR
2116
James Investment Research
Ohio
– -$4K -116 Closed
EC
2117
Elequin Capital
New York
– -$3.78K -101 Closed
BCMIO
2118
Beacon Capital Management Inc (Ohio)
Ohio
– -$2.62K -70 Closed
MBFW
2119
Morton Brown Family Wealth
Pennsylvania
– -$1.87K -50 Closed
LWA
2120
Lowe Wealth Advisors
Maryland
– -$1.87K -50 Closed
GWSA
2121
Global Wealth Strategies & Associates
Colorado
– -$1.72K -46 Closed
TFP
2122
Tilia Fiduciary Partners
North Carolina
– -$1.68K -45 Closed
PPWM
2123
PFG Private Wealth Management
Florida
– -$187 -5 Closed
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