Wells Fargo
WFC
1,968 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, 717 increasing their positions, 824 reducing their positions, and 120 closing their positions.
1.42% more ownership
Funds ownership: 72.23% → 73.65% (+1.4%)
2% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 120
4% less capital invested
Capital invested by funds: $115B → $111B (-$4.74B)
1% less funds holding
Funds holding: 1,988 → 1,968 (-20)
2% less funds holding in top 10
Funds holding in top 10: 61 → 60 (-1)
13% less repeat investments, than reductions
Existing positions increased: 717 | Existing positions reduced: 824
53% less call options, than puts
Call options by funds: $2.77B | Put options by funds: $5.85B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$576M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$315M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$307M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$224M |
| 5 |
Millennium Management
New York
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$439M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$415M |
| 3 |
State Street
Boston,
Massachusetts
|
-$349M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$318M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$318M |
WFC Hedge Fund Activity: Q3 2023 in Review
1,968 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2023, worth a combined $111B — down 4.1% from $115B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new WFC positions and 120 closed out — a net gain of 2 holders — while 717 added to existing stakes and 824 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $576M. The largest seller was BlackRock, cutting an estimated $439M.
- 1,968 institutional investors held Wells Fargo (WFC) as of Q3 2023, down from 1,988 in Q2 2023.
- Funds reported $111B of Wells Fargo stock for Q3 2023, down 4.1% quarter-over-quarter.
- 122 funds opened new Wells Fargo positions in Q3 2023 and 120 closed out, a net change of +2 holders.
- The largest Wells Fargo buyer in Q3 2023 was JP Morgan Chase, an estimated $576M added.
- The largest Wells Fargo seller in Q3 2023 was BlackRock, an estimated $439M sold.
Based on aggregated 13F filings for Q3 2023.