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Wells Fargo
WFC

Overview Fund Activity

1,955 hedge funds and large institutions have $111B invested in Wells Fargo in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 711 increasing their positions, 818 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,955
Holders Change
-20
Holders Change %
-1.01%
% of All Funds
31.17%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
122
Increased
711
Reduced
818
Closed
120
Calls
$2.77B
Puts
$5.85B
Net Calls
-$3.09B
Net Calls Change
-$1.95B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.35B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$793M
3
Capital International Investors
3
Capital International Investors
California
$2.82B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$580M
5
Millennium Management
5
Millennium Management
New York
$357M

Top Sellers

1
BlackRock
1
BlackRock
New York
$10.6B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.11B
3
State Street
3
State Street
Massachusetts
$5.88B
4
ECU
4
Eisler Capital (UK)
United Kingdom
$561M
5
Citadel Advisors
5
Citadel Advisors
Florida
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$872M +$52.8M +1,291,279 +6%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$816M -$15.6M -380,960 -2%
Legal & General Group
28
Legal & General Group
United Kingdom
$798M -$55.5M -1,358,379 -7%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$793M +$298M +7,298,382 +60%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$750M -$15.8M -386,112 -2%
Pzena Investment Management
31
Pzena Investment Management
New York
$746M +$13.7M +335,560 +2%
DZ Bank
32
DZ Bank
Germany
$744M +$109M +2,663,072 +17%
UBS AM
33
UBS AM
Illinois
$733M +$43.3M +1,060,558 +6%
Boston Partners
34
Boston Partners
Massachusetts
$651M -$94.1M -2,306,243 -13%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$580M +$212M +5,181,555 +58%
Goldman Sachs
36
Goldman Sachs
New York
$562M -$7.9M -193,307 -1%
ECU
37
Eisler Capital (UK)
United Kingdom
$561M -$312M -280,025 -36%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$542M -$39.1M -956,071 -7%
Barclays
39
Barclays
United Kingdom
$486M +$41.5M +1,016,241 +9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$439M +$28.9M +707,864 +7%
Amundi
41
Amundi
France
$381M +$72.9M +1,779,913 +24%
Diamond Hill Capital Management
42
Diamond Hill Capital Management
Ohio
$372M -$3.25M -79,481 -0.9%
Millennium Management
43
Millennium Management
New York
$357M +$155M +3,795,051 +77%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$355M -$15.4M -377,785 -4%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$353M -$5.04M -123,345 -1%
Lazard Asset Management
46
Lazard Asset Management
New York
$345M -$189M -4,616,091 -35%
APG Asset Management
47
APG Asset Management
Netherlands
$321M -$19.3M -473,395 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$317M +$9.05M +221,459 +3%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$303M -$13.9M -296,442 -4%
VanEck Associates
50
VanEck Associates
New York
$290M +$47.2M +1,156,106 +19%
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