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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
$7.14B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.15B
3
Millennium Management
Millennium Management
New York
$313M
4
BlackRock
BlackRock
New York
$10.2B
5
Vanguard Group
Vanguard Group
Pennsylvania
$12.5B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$126M
2
Capital World Investors
Capital World Investors
California
$1.32B
3
First Eagle Investment Management
First Eagle Investment Management
New York
$0
4
Barclays
Barclays
United Kingdom
$209M
5
State Street
State Street
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Harris Associates
26
Harris Associates
Illinois
$848M +$68.2M +1,824,613 +9%
Legal & General Group
27
Legal & General Group
United Kingdom
$777M -$8.91M -238,351 -1%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$760M +$12M +322,220 +2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$742M +$9.25M +247,575 +1%
DZ Bank
30
DZ Bank
Germany
$734M +$80.2M +2,146,675 +12%
Boston Partners
31
Boston Partners
Massachusetts
$704M +$81M +2,158,788 +13%
Pzena Investment Management
32
Pzena Investment Management
New York
$694M +$31.9M +852,909 +5%
UBS AM
33
UBS AM
Illinois
$631M -$46.1M -1,232,483 -7%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$545M +$79.5M +2,127,868 +17%
Lazard Asset Management
35
Lazard Asset Management
New York
$488M +$6.25M +167,327 +1%
Goldman Sachs
36
Goldman Sachs
New York
$478M -$12.8M -342,757 -3%
Deutsche Bank
37
Deutsche Bank
Germany
$471M -$114M -3,050,465 -19%
Franklin Resources
38
Franklin Resources
California
$442M -$258M -6,898,636 -37%
TP
39
Theleme Partners
United Kingdom
$416M -$129M -3,460,000 -24%
Amundi
40
Amundi
France
$396M -$18.3M -495,002 -4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$394M -$759K -20,312 -0.2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$377M +$25.2M +536,993 +7%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$353M +$62.3M +1,665,529 +21%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$336M -$6.34M -169,631 -2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$330M -$8.05M -215,235 -2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$328M -$77.4M -2,070,354 -19%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$313M -$18.5M -495,652 -6%
Millennium Management
48
Millennium Management
New York
$313M +$211M +5,655,369 +209%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$312M +$32.9M +878,836 +12%
Prudential Financial
50
Prudential Financial
New Jersey
$290M +$7.73M +206,683 +3%
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