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Wells Fargo
WFC

Overview Fund Activity

2,132 hedge funds and large institutions have $135B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 658 increasing their positions, 889 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,132
Holders Change
+177
Holders Change %
+9.05%
% of All Funds
31.26%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.98%
New
313
Increased
658
Reduced
889
Closed
107
Calls
$3.15B
Puts
$4.07B
Net Calls
-$917M
Net Calls Change
+$2.17B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.93B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.55B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.6B
4
Deutsche Bank
4
Deutsche Bank
Germany
$639M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$926M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.51B
2
Millennium Management
2
Millennium Management
New York
$191M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.25B
4
Capital International Investors
4
Capital International Investors
California
$3.2B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Eagle Capital Management (New York)
26
Eagle Capital Management (New York)
New York
$1.05B -$59.5M -1,209,704 -5%
Bank of America
27
Bank of America
North Carolina
$1.05B -$864K -17,549 -0.1%
Legal & General Group
28
Legal & General Group
United Kingdom
$985M +$24.1M +489,158 +3%
DZ Bank
29
DZ Bank
Germany
$980M +$83.6M +1,698,457 +9%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$941M -$41.1M -834,629 -4%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$932M +$29.4M +596,521 +3%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$926M +$228M +4,622,569 +33%
Pzena Investment Management
33
Pzena Investment Management
New York
$885M -$14.6M -297,599 -2%
UBS AM
34
UBS AM
Illinois
$879M -$3.51M -71,330 -0.4%
Goldman Sachs
35
Goldman Sachs
New York
$677M +$177K +3,594 +0%
Boston Partners
36
Boston Partners
Massachusetts
$672M -$113M -2,293,725 -14%
Deutsche Bank
37
Deutsche Bank
Germany
$639M +$337M +6,850,305 +112%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$606M -$46.5M -945,410 -7%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$594M +$65.8M +1,336,851 +12%
Barclays
40
Barclays
United Kingdom
$593M +$7.82M +158,970 +1%
Amundi
41
Amundi
France
$531M +$72.2M +1,464,585 +16%
LSV Asset Management
42
LSV Asset Management
Illinois
$458M +$132M +2,677,050 +40%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$453M +$5.1M +103,670 +1%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$426M +$458K +9,307 +0.1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$422M -$5.57M -113,082 -1%
Lazard Asset Management
46
Lazard Asset Management
New York
$414M -$934K -18,973 -0.2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$394M +$66.6M +1,316,433 +20%
APG Asset Management
48
APG Asset Management
Netherlands
$369M +$18.9M +424,144 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$364M -$17.4M -354,047 -5%
VanEck Associates
50
VanEck Associates
New York
$363M +$13.6M +276,297 +4%
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