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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 %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$160M -$35.7M -836,100 -18%
BIP
77
Brandes Investment Partners
California
$159M +$1.43M +33,580 +0.9%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$157M -$1.89M -44,324 -1%
MIP
79
Mondrian Investment Partners
United Kingdom
$156M -$4.44M -104,022 -3%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$155M +$35.7M +837,322 +30%
Citigroup
81
Citigroup
New York
$146M -$19.6M -458,088 -12%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$142M +$43.1M +995,067 +44%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$140M +$7.87M +184,494 +6%
Allianz Asset Management
84
Allianz Asset Management
Germany
$137M -$9M -210,986 -6%
AS
85
Altshuler Shaham
Israel
$137M -$184M -4,314,388 -57%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$132M +$23.2M +544,230 +21%
CI Investments Inc
87
CI Investments Inc
Ontario, Canada
$132M -$41.5M -971,354 -24%
MPI
88
Mairs & Power Inc
Minnesota
$131M -$1.64M -38,337 -1%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$128M -$11.7M -275,217 -8%
Massachusetts Financial Services
90
Massachusetts Financial Services
Massachusetts
$128M -$29.6M -693,617 -19%
RJA
91
Raymond James & Associates
Florida
$127M -$2.45M -57,507 -2%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$127M -$22.6M -530,508 -15%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$126M -$4.81M -112,668 -4%
Jane Street
94
Jane Street
New York
$125M -$1.83M -42,925 -1%
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$123M -$7.29M -170,723 -6%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$119M +$5.71M +133,748 +5%
US Bancorp
97
US Bancorp
Minnesota
$113M -$2.51M -58,736 -2%
EIC
98
Equity Investment Corp
Georgia
$113M +$3.4M +79,701 +3%
ZIG
99
Zurich Insurance Group
Switzerland
$111M +$9.34M +218,889 +9%
YAM
100
Yacktman Asset Management
Texas
$110M -$224K -5,258 -0.2%
2 3
4
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