WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.26B
2
BTS
BB&T Securities
Virginia
$699M
3
Vanguard Group
Vanguard Group
Pennsylvania
$15B
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$702M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$25.6B

Top Sellers

1
SAM
Securian Asset Management
Minnesota
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
State Street
State Street
Massachusetts
$11.2B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$8.52B
5
American Century Companies
American Century Companies
Missouri
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$1.48B -$70.2M -1,290,871 -5%
Ameriprise
27
Ameriprise
Minnesota
$1.4B -$20.7M -380,547 -1%
Franklin Resources
28
Franklin Resources
California
$1.34B -$5.62M -103,254 -0.4%
Boston Partners
29
Boston Partners
Massachusetts
$1.34B -$169M -3,098,539 -11%
NEAM
30
New England Asset Management
Connecticut
$1.33B +$1.46M +26,867 +0.1%
MAA
31
Managed Account Advisors
New Jersey
$1.18B +$105M +1,922,841 +10%
BBHC
32
Brown Brothers Harriman & Co
New York
$1.17B -$23M -423,470 -2%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.15B -$26.2M -480,738 -2%
Morgan Stanley
34
Morgan Stanley
New York
$1.13B -$768M -14,114,170 -40%
LPU
35
Lansdowne Partners (UK)
United Kingdom
$1.09B +$343M +6,306,063 +46%
UBS AM
36
UBS AM
Illinois
$1.06B -$59.6M -1,096,501 -5%
Fisher Asset Management
37
Fisher Asset Management
Washington
$1.01B +$1.52M +27,993 +0.2%
Invesco
38
Invesco
Georgia
$992M -$9.12M -167,595 -0.9%
Capital International Investors
39
Capital International Investors
California
$943M +$98.3M +1,806,800 +12%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$929M – – –
BIM
41
BlackRock Investment Management
Delaware
$904M -$2.63M -48,305 -0.3%
Goldman Sachs
42
Goldman Sachs
New York
$889M -$4.05M -74,416 -0.5%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$886M -$16.1M -295,948 -2%
Deutsche Bank
44
Deutsche Bank
Germany
$879M +$246M +4,516,390 +39%
LSV Asset Management
45
LSV Asset Management
Illinois
$843M -$40.7M -748,050 -5%
GRQ
46
Gardner Russo & Quinn
Pennsylvania
$799M +$4.03M +74,084 +0.5%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$778M -$5.56M -102,249 -0.7%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$771M -$141M -2,583,275 -15%
LP
49
Longview Partners
Guernsey
$756M +$23.2M +425,776 +3%
Primecap Management
50
Primecap Management
California
$755M +$16.9M +309,785 +2%
1
2
3 4 5