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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 %
GC
301
Guggenheim Capital
Illinois
$15.2M -$1.42M -33,166 -9%
Robeco Institutional Asset Management
302
Robeco Institutional Asset Management
Netherlands
$15.1M -$493K -11,548 -3%
PCH
303
Polar Capital Holdings
United Kingdom
$15.1M -$8.13M -190,377 -35%
UB
304
UMB Bank
Missouri
$15M +$1.95M +45,585 +15%
TSW
305
Thompson Siegel & Walmsley
Virginia
$14.7M -$131K -3,078 -0.9%
NW
306
NewEdge Wealth
Pennsylvania
$14.6M +$642K +15,045 +5%
CC
307
Carlson Capital
Texas
$14.6M -$16.5M -386,000 -53%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$14.6M -$32.1K -751 -0.2%
BCIM
309
British Columbia Investment Management
British Columbia, Canada
$14.5M -$27.3K -640 -0.2%
SCM
310
Sirios Capital Management
Massachusetts
$14.5M -$6.98M -163,522 -33%
Fuller & Thaler Asset Management
311
Fuller & Thaler Asset Management
California
$14.4M +$82.4K +1,930 +0.6%
AQR Capital Management
312
AQR Capital Management
Connecticut
$14.3M -$24.6M -576,539 -63%
SAM
313
SP Asset Management
California
$14.1M -$9.26K -217 -0.1%
MML Investors Services
314
MML Investors Services
Massachusetts
$14M +$3.11M +72,829 +28%
Axa
315
Axa
France
$14M -$13.5K -316 -0.1%
PWAG
316
Polaris Wealth Advisory Group
California
$14M +$932K +21,842 +7%
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$13.7M +$276K +6,458 +2%
CAN
318
Cetera Advisor Networks
California
$13.6M +$1.22M +28,698 +10%
PMG
319
ProVise Management Group
Florida
$13.6M +$1.12M +26,271 +9%
AWM
320
AE Wealth Management
Kansas
$13.4M -$3.73M -87,280 -22%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$13.3M +$108K +2,440 +0.8%
SGK
322
Steigerwald Gordon & Koch
Virginia
$13.2M +$281K +6,590 +2%
FCMC
323
Founders Capital Management (Connecticut)
Connecticut
$13.2M -$233K -5,456 -2%
BMSSC
324
B. Metzler seel. Sohn & Co
Germany
$13.1M +$1.86M +43,596 +17%
SAM
325
Securian Asset Management
Minnesota
$13.1M -$400K -9,362 -3%
11 12
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