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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 %
SF
1976
Safeguard Financial
Wisconsin
$1K +$1K +16 New
Comerica Bank
1977
Comerica Bank
Texas
$170 +$169 +3,831,518 New
CJL
1978
Cyrus J. Lawrence
New York
$38 – – –
Renaissance Technologies
1979
Renaissance Technologies
New York
– -$125M -3,343,755 Closed
JPMPWA
1980
J.P. Morgan Private Wealth Advisors
California
– -$66.2M -1,771,453 Closed
Qube Research & Technologies (QRT)
1981
Qube Research & Technologies (QRT)
United Kingdom
– -$57.1M -1,527,455 Closed
JCM
1982
Junto Capital Management
New York
– -$34.7M -927,298 Closed
MAM
1983
Martingale Asset Management
Massachusetts
– -$19.6M -523,197 Closed
HV
1984
HST Ventures
Utah
– -$17.2M -459,188 Closed
CM
1985
Capula Management
Cayman Islands
– -$17.2M -459,071 Closed
WBC
1986
Westpac Banking Corp
Australia
– -$16.3M -435,368 Closed
GC
1987
Gillson Capital
Illinois
– -$12.7M -341,063 Closed
Point72 Asset Management
1988
Point72 Asset Management
Connecticut
– -$12M -320,585 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1989
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$11.2M -299,033 Closed
AIM
1990
Alphinity Investment Management
Australia
– -$10.4M -277,716 Closed
CTC (Chicago Trading Company)
1991
CTC (Chicago Trading Company)
Illinois
– -$9.48M -253,487 Closed
LOPW
1992
Live Oak Private Wealth
North Carolina
– -$7.67M -205,164 Closed
QT
1993
Quantbot Technologies
New York
– -$7.05M -188,559 Closed
JF
1994
Jump Financial
Illinois
– -$6.64M -177,519 Closed
ACM
1995
Aquatic Capital Management
Illinois
– -$6.62M -177,000 Closed
CCM
1996
Cinctive Capital Management
New York
– -$5.39M -144,290 Closed
PMEF
1997
Point72 Middle East FZE
United Arab Emirates
– -$5.39M -144,086 Closed
CCM
1998
CAAS Capital Management
New York
– -$5.03M -134,482 Closed
SIA
1999
Sit Investment Associates
Minnesota
– -$4.82M -128,900 Closed
AU
2000
Algebris (UK)
United Kingdom
– -$4.76M -127,065 Closed
78 79
80
81 82