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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 %
SAM
2001
Scion Asset Management
California
– -$4.67M -125,000 Closed
VF
2002
Virtu Financial
New York
– -$4.45M -118,936 Closed
BIG
2003
Boothe Investment Group
Delaware
– -$4.44M -118,714 Closed
AC
2004
Aldebaran Capital
Indiana
– -$4.06M -108,614 Closed
TCM
2005
Teza Capital Management
Illinois
– -$4.02M -107,522 Closed
HRC
2006
Hoertkorn Richard Charles
– -$3.8M -101,590 Closed
CIC
2007
Cornercap Investment Counsel
Georgia
– -$3.36M -89,814 Closed
BIP
2008
Bouvel Investment Partners
Pennsylvania
– -$3.11M -83,141 Closed
CC
2009
Cipher Capital
New York
– -$3.04M -81,415 Closed
CF
2010
CNA Financial
Illinois
– -$2.8M -75,000 Closed
AIM
2011
ARGA Investment Management
Connecticut
– -$2.8M -74,909 Closed
GCM
2012
Gladius Capital Management
Illinois
– -$2.64M -70,700 Closed
XT
2013
XTX Topco
Cayman Islands
– -$2.18M -58,372 Closed
WG
2014
Winton Group
United Kingdom
– -$2.06M -55,071 Closed
BIM
2015
Bullseye Investment Management
Ohio
– -$1.88M -50,163 Closed
WEG
2016
World Equity Group
Illinois
– -$2.71M -49,797 Closed
FRM
2017
Fox Run Management
Connecticut
– -$1.72M -46,012 Closed
GCM
2018
Graham Capital Management
Connecticut
– -$1.7M -45,395 Closed
GCP
2019
Garda Capital Partners
Minnesota
– -$1.53M -41,029 Closed
BC
2020
Bridgefront Capital
Texas
– -$1.51M -40,331 Closed
SLFPAM
2021
St. Louis Financial Planners Asset Management
Missouri
– -$1.48M -39,691 Closed
IWM
2022
Iams Wealth Management
Nebraska
– -$1.38M -36,862 Closed
CM
2023
Columbus Macro
Pennsylvania
– -$1.37M -36,129 Closed
UFG
2024
United Fire Group
Iowa
– -$1.31M -35,086 Closed
AC
2025
AXQ Capital
New Jersey
– -$1.3M -34,900 Closed
79 80
81
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