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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
Capital International Investors
California
$2.64B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.97B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$384M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$517M
5
Barclays
Barclays
United Kingdom
$464M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.52B
2
Capital World Investors
Capital World Investors
California
$1.07B
3
Ameriprise
Ameriprise
Minnesota
$1.6B
4
Franklin Resources
Franklin Resources
California
$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
$14.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
226
Poplar Forest Capital
California
$30.3M -$2.61M -61,260 -8%
MNG
227
Manning & Napier Group
New York
$29.6M +$29.6M +694,127 New
ACM
228
Advisors Capital Management
New Jersey
$29M +$324K +7,585 +1%
Creative Planning
229
Creative Planning
Kansas
$28.9M +$1.03M +24,148 +4%
BPCE
230
Bank Pictet & Cie (Europe)
Germany
$28.7M +$10.1M +237,660 +55%
M&T Bank
231
M&T Bank
New York
$28.1M -$1.23M -28,729 -4%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$28.1M -$911K -21,351 -3%
RJFSA
233
Raymond James Financial Services Advisors
Florida
$28M -$122K -2,859 -0.4%
COPPSERS
234
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.9M +$360K +8,427 +1%
CSIC
235
Clifford Swan Investment Counsel
California
$27.9M -$528K -12,366 -2%
YCM
236
Yousif Capital Management
Michigan
$27.9M -$151K -3,543 -0.5%
URS
237
Utah Retirement Systems
Utah
$27.7M -$1.47M -34,500 -5%
TRSOTSOK
238
Teachers Retirement System of the State of Kentucky
Kentucky
$27.6M -$772K -18,092 -3%
FAF
239
Fjarde Ap-fonden
Sweden
$27.5M +$598K +14,000 +2%
CAM
240
Cresset Asset Management
Illinois
$27.3M +$24M +562,181 +719%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$27.2M +$826K +19,353 +3%
A
242
AustralianSuper
Australia
$27.1M +$27.1M +635,186 New
AOI
243
Auto-Owners Insurance
Michigan
$27.1M – – –
UIM
244
USS Investment Management
United Kingdom
$25.6M +$211K +4,944 +0.8%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$25.5M -$850K -19,925 -3%
ASC
246
Atalanta Sosnoff Capital
New York
$25.5M -$784K -18,378 -3%
MAMU
247
Marathon Asset Management (UK)
United Kingdom
$25.4M -$2.84M -66,638 -10%
WAM
248
Wilsey Asset Management
California
$25.3M +$236K +5,520 +0.9%
PI
249
Putnam Investments
Massachusetts
$24.8M -$1.87M -43,761 -7%
Squarepoint
250
Squarepoint
New York
$24.7M -$11.6M -272,090 -32%
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