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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 %
Calamos Advisors
126
Calamos Advisors
Illinois
$80.8M -$931K -21,805 -1%
LPL Financial
127
LPL Financial
California
$80.6M +$2.94M +68,908 +4%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$78M -$1.22M -28,551 -2%
MIS
129
Morningstar Investment Services
Illinois
$77.9M -$608K -14,472 -0.8%
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$77.3M -$321K -7,515 -0.4%
WHG
131
Westwood Holdings Group
Texas
$76M +$75.1M +1,760,328 +8,261%
HP
132
Hosking Partners
United Kingdom
$75M -$2.66M -62,291 -3%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$72.7M -$1.25M -29,340 -2%
NRCM
134
North Reef Capital Management
California
$70M +$10.2M +240,000 +17%
AAI
135
American Assets Inc
California
$68.3M – – –
DJC
136
Daily Journal Corp
California
$67.9M – – –
PAMS
137
Pictet Asset Management (Switzerland)
Switzerland
$67M +$173K +4,056 +0.3%
EIP
138
Epoch Investment Partners
New York
$66.3M +$14.8M +347,453 +29%
Wells Fargo
139
Wells Fargo
California
$66.2M -$94.2K -2,206 -0.1%
Asset Management One
140
Asset Management One
Japan
$64.1M -$1.12M -26,300 -2%
IIM
141
INTECH Investment Management
Florida
$64M +$10.9M +256,299 +21%
PAM
142
Panagora Asset Management
Massachusetts
$63.8M +$6.91M +161,867 +12%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$63.1M +$4.99M +116,980 +9%
ERSOT
144
Employees Retirement System of Texas
Texas
$62.8M -$2.99M -70,090 -5%
BPC
145
Banque Pictet & Cie
Switzerland
$61.8M +$679K +15,918 +1%
MGIM
146
M&G Investment Management
United Kingdom
$61.3M -$5.51M -128,226 -8%
DC
147
Davenport & Co
Virginia
$60.9M +$320K +7,503 +0.5%
Canada Life
148
Canada Life
Manitoba, Canada
$59.5M -$12M -280,620 -17%
Nomura Asset Management
149
Nomura Asset Management
Japan
$58.7M -$3.61M -84,667 -6%
Aviva
150
Aviva
United Kingdom
$57.8M +$12.8M +300,873 +29%
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