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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 %
C
326
Certuity
Florida
$13M +$55.8K +1,307 +0.4%
KRS
327
Kentucky Retirement Systems
Kentucky
$12.9M +$17.2K +402 +0.1%
NB
328
Norinchukin Bank
Japan
$12.8M +$4.58M +107,283 +56%
AssetMark Inc
329
AssetMark Inc
California
$12.8M +$1.34M +31,311 +12%
DJSG
330
D.J. St. Germain
Massachusetts
$12.7M +$12.7M +298,119 New
BCM
331
Bridgeway Capital Management
Texas
$12.5M +$9.28M +217,330 +284%
BBVA
332
Banco Bilbao Vizcaya Argentaria
Spain
$12.5M +$4.72M +110,506 +60%
CM
333
Churchill Management
California
$12.3M -$37.6K -882 -0.3%
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$12.3M -$638K -14,954 -5%
HIC
335
Harbor Island Capital
Massachusetts
$12.3M -$1.32M -30,898 -10%
FM
336
Freemont Management
Switzerland
$12.1M – – –
BAM
337
Berkshire Asset Management
Pennsylvania
$11.9M -$24.6K -576 -0.2%
TC
338
TownSquare Capital
Utah
$11.7M +$1.41M +33,045 +14%
CIS
339
Connors Investor Services
Pennsylvania
$11.6M -$186K -4,348 -2%
ACM
340
Ategra Capital Management
Virginia
$11.6M -$140K -3,287 -1%
PP
341
Prudential plc
United Kingdom
$11.5M +$2.63M +61,519 +29%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$11.3M +$1.39M +32,528 +14%
HIMCH
343
Hartford Investment Management Co (HIMCO)
Connecticut
$11.3M -$2.47M -57,797 -18%
LAM
344
Lountzis Asset Management
Pennsylvania
$11.2M -$277K -6,272 -2%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$11.2M +$1.92M +45,068 +21%
PAG
346
Private Advisor Group
New Jersey
$11.1M +$629K +14,378 +6%
PE
347
Point72 Europe
United Kingdom
$11M -$9.72M -227,734 -47%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$10.9M -$178K -4,160 -2%
William Blair & Company
349
William Blair & Company
Illinois
$10.9M -$493K -11,555 -4%
MHC
350
Meyer Handelman Company
New York
$10.9M +$318K +7,450 +3%
12 13
14
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