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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 %
AAM
201
Ardevora Asset Management
United Kingdom
$36.2M -$29.1M -680,800 -45%
GKIM
202
GW&K Investment Management
Massachusetts
$35.5M -$400K -9,374 -1%
LFRG
203
Lazard Frères Gestion
France
$35.2M -$5.31M -130,721 -13%
SCP
204
Seizert Capital Partners
Michigan
$35.1M -$541K -12,684 -2%
First Trust Advisors
205
First Trust Advisors
Illinois
$35M -$12.2M -285,781 -26%
CWM
206
CIBC World Markets
New York
$34.6M +$1.53M +35,908 +5%
ACH
207
ArrowMark Colorado Holdings
Colorado
$34.5M -$2.44M -57,100 -7%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.4M -$3.62M -84,635 -10%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$34.3M -$288K -6,747 -0.8%
Truist Financial
210
Truist Financial
North Carolina
$34.1M -$2.45M -57,465 -7%
BCM
211
Basswood Capital Management
New York
$34M -$19M -446,239 -36%
Swedbank
212
Swedbank
Sweden
$33.8M -$48.5K -1,137 -0.1%
WCM
213
Wedge Capital Management
North Carolina
$33.6M +$33.3M +779,675 +10,897%
TPSF
214
Texas Permanent School Fund
Texas
$33.5M -$332K -7,786 -1%
ECU
215
Eisler Capital (UK)
United Kingdom
$33.4M -$16M -374,877 -32%
FRAF
216
Första AP-fonden
Sweden
$32.7M -$1.67M -39,200 -5%
CCM
217
Check Capital Management
California
$32.5M -$823K -19,292 -2%
SFG
218
Sather Financial Group
Texas
$32.4M -$4.27K -100 -0%
ADEF
219
Adams Diversified Equity Fund
Maryland
$32M -$4.76M -111,600 -13%
OCAM
220
Owl Creek Asset Management
New York
$31.4M +$25.8M +604,144 +463%
GRQ
221
Gardner Russo & Quinn
Pennsylvania
$31.2M -$812K -19,025 -3%
PCM
222
Prana Capital Management
Connecticut
$30.7M -$19.4M -455,561 -39%
Mariner
223
Mariner
Kansas
$30.7M +$947K +22,195 +3%
LP
224
LMR Partners
United Kingdom
$30.5M -$19.9M -467,352 -40%
II
225
IFM Investors
Australia
$30.5M +$1.89M +44,207 +7%
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