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Wells Fargo
WFC

Overview Fund Activity

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$415M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
3
Millennium Management
Millennium Management
New York
+$211M
4
BlackRock
BlackRock
New York
+$181M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.43B
2
Capital World Investors
Capital World Investors
California
-$946M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$389M
4
Barclays
Barclays
United Kingdom
-$311M
5
State Street
State Street
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
251
Macquarie Group
Australia
$24.8M -$39.4M -1,059,302 -61%
MAMU
252
Marathon Asset Management (UK)
United Kingdom
$24.7M -$3.82M -102,263 -13%
RJFSA
253
Raymond James Financial Services Advisors
Florida
$24.6M +$1.26M +33,830 +5%
YCM
254
Yousif Capital Management
Michigan
$24.5M -$1.41M -37,623 -5%
Creative Planning
255
Creative Planning
Kansas
$24.4M +$1.64M +43,980 +7%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.1M +$69.9K +1,870 +0.3%
AOI
257
Auto-Owners Insurance
Michigan
$23.7M – – –
FAF
258
Fjarde Ap-fonden
Sweden
$23.6M +$23.6M +630,400 New
PI
259
Putnam Investments
Massachusetts
$23.3M +$583K +15,607 +3%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$23.1M +$192K +5,124 +0.8%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$23.1M -$691K -18,498 -3%
ASC
262
Atalanta Sosnoff Capital
New York
$23M -$6.37M -170,511 -22%
Walleye Trading
263
Walleye Trading
New York
$22.8M +$4.3M +115,034 +23%
Verition Fund Management
264
Verition Fund Management
Connecticut
$22.6M +$16.3M +436,545 +258%
UIM
265
USS Investment Management
United Kingdom
$22.2M +$701K +18,766 +3%
WAM
266
Wilsey Asset Management
California
$21.9M +$542K +14,511 +3%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$21.7M +$4.03M +107,951 +23%
Mirae Asset Global Investments
268
Mirae Asset Global Investments
South Korea
$21.6M +$1.62M +43,241 +8%
AAIM
269
American Assets Investment Management
California
$20.7M – – –
MOACM
270
Mutual of America Capital Management
New York
$20.4M +$34K +909 +0.2%
CCMIC
271
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$20.3M -$24.1K -644 -0.1%
PCH
272
Polar Capital Holdings
United Kingdom
$20.3M +$1.3M +34,773 +7%
NYLIM
273
New York Life Investment Management
New York
$20.3M +$53.6K +1,434 +0.3%
UCFA
274
United Capital Financial Advisors
Texas
$20.2M -$702K -18,793 -3%
CCA
275
Cobblestone Capital Advisors
New York
$20.1M -$312K -8,341 -2%
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