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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 %
American Century Companies
51
American Century Companies
Missouri
$321M -$3.83M -89,756 -1%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$317M -$60.1M -1,281,821 -16%
Prudential Financial
53
Prudential Financial
New Jersey
$311M -$20M -469,071 -6%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$303M -$54.7M -1,280,511 -15%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$296M -$14.3M -333,741 -5%
LSV Asset Management
56
LSV Asset Management
Illinois
$286M -$14.7M -343,300 -5%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$285M -$26.4M -618,213 -8%
Fidelity International
58
Fidelity International
Bermuda
$273M -$34M -796,209 -11%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$267M -$18M -421,180 -6%
UBS Group
60
UBS Group
Switzerland
$259M +$805K +18,858 +0.3%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255M -$34.4M -805,976 -12%
VanEck Associates
62
VanEck Associates
New York
$254M +$61.2M +1,435,087 +32%
FPA
63
First Pacific Advisors
California
$248M -$9.17M -214,799 -4%
CS
64
Credit Suisse
Switzerland
$243M -$17.1M -400,501 -7%
National Pension Service
65
National Pension Service
South Korea
$243M +$4.17M +98,130 +2%
Franklin Resources
66
Franklin Resources
California
$229M -$275M -6,448,622 -55%
Millennium Management
67
Millennium Management
New York
$211M -$146M -3,415,233 -41%
Principal Financial Group
68
Principal Financial Group
Iowa
$195M -$3.74M -87,640 -2%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$193M -$6.06M -141,197 -3%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$190M -$21.5M -503,331 -10%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$179M -$7.77M -181,960 -4%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$179M -$6.89M -161,460 -4%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$170M +$13.8M +323,983 +9%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$167M +$11.1M +259,269 +7%
ClearBridge Investments
75
ClearBridge Investments
New York
$164M +$1.3M +30,470 +0.8%
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