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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
1
Capital International Investors
California
$2.64B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.97B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$384M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$517M
5
Barclays
5
Barclays
United Kingdom
$464M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.52B
2
Capital World Investors
2
Capital World Investors
California
$1.07B
3
Ameriprise
3
Ameriprise
Minnesota
$1.6B
4
Franklin Resources
4
Franklin Resources
California
$229M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$891M +$3.47M +81,372 +0.4%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$868M +$194K +4,552 +0%
Bank of America
28
Bank of America
North Carolina
$856M -$175M -4,093,219 -17%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$799M -$47.7M -1,118,725 -6%
Boston Partners
30
Boston Partners
Massachusetts
$781M -$21.1M -493,458 -3%
Pzena Investment Management
31
Pzena Investment Management
New York
$765M -$26.9M -629,968 -3%
DZ Bank
32
DZ Bank
Germany
$663M -$175M -4,091,446 -21%
UBS AM
33
UBS AM
Illinois
$631M – – –
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$607M -$15.5M -363,732 -2%
Goldman Sachs
35
Goldman Sachs
New York
$595M +$49.3M +1,154,423 +9%
Lazard Asset Management
36
Lazard Asset Management
New York
$557M -$461K -10,808 -0.1%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$517M +$262M +6,147,099 +103%
Barclays
38
Barclays
United Kingdom
$464M +$226M +5,289,253 +95%
TP
39
Theleme Partners
United Kingdom
$439M -$36.3M -850,000 -8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$428M +$53.9M +1,261,934 +14%
Diamond Hill Capital Management
41
Diamond Hill Capital Management
Ohio
$392M -$11.1M -260,787 -3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$387M -$62.5M -1,465,022 -14%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$384M +$315M +7,380,917 +454%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$374M -$9.37M -219,454 -2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$363M -$13.5M -316,382 -4%
Citadel Advisors
46
Citadel Advisors
Florida
$345M +$103M +2,411,444 +42%
Deutsche Bank
47
Deutsche Bank
Germany
$338M -$200M -4,697,211 -37%
Amundi
48
Amundi
France
$327M -$139M -3,195,352 -30%
APG Asset Management
49
APG Asset Management
Netherlands
$326M -$3.13M -79,943 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$321M -$35.2M -823,925 -10%
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