WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,825 hedge funds and large institutions have $221B invested in Wells Fargo in 2015 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 746 increasing their positions, 718 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,825
Holders Change
+61
Holders Change %
+3.46%
% of All Funds
49.22%
Holding in Top 10
385
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+12.24%
% of All Funds
10.38%
New
119
Increased
746
Reduced
718
Closed
42
Calls
$1.31B
Puts
$1.64B
Net Calls
-$330M
Net Calls Change
+$86.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.21B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$903M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.23B
4
Norges Bank
4
Norges Bank
Norway
$2.7B
5
Capital World Investors
5
Capital World Investors
California
$8.39B

Top Sellers

1
State Street
1
State Street
Massachusetts
$10.9B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.92B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.06B
5
BIT
5
BlackRock Institutional Trust
California
$6.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$26.4B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$15B -$517M -9,187,256 -3%
State Street
3
State Street
Massachusetts
$10.9B -$686M -12,204,573 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$9.23B +$419M +7,446,089 +5%
Capital World Investors
5
Capital World Investors
California
$8.39B +$255M +4,535,000 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$7.08B +$71.6M +1,272,983 +1%
BIT
7
BlackRock Institutional Trust
California
$6.86B -$336M -5,968,309 -5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$5.92B -$554M -9,847,771 -9%
Dodge & Cox
9
Dodge & Cox
California
$3.99B -$58.3M -1,037,209 -1%
Northern Trust
10
Northern Trust
Illinois
$3.81B +$29.6M +525,763 +0.8%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$3.1B – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.06B -$367M -6,517,239 -11%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$2.94B -$18.2M -322,797 -0.6%
BFA
14
BlackRock Fund Advisors
California
$2.81B +$22.1M +393,145 +0.8%
Norges Bank
15
Norges Bank
Norway
$2.7B +$292M +5,199,192 +12%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$2.44B -$124M -2,205,157 -5%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.42B +$199K +3,533 +0%
Morgan Stanley
18
Morgan Stanley
New York
$2.21B +$1.04B +18,505,881 +89%
BG
19
BlackRock Group
United Kingdom
$2.18B -$29.4M -522,942 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.14B -$6.82M -121,496 -0.3%
Harris Associates
21
Harris Associates
Illinois
$2.05B +$1.5M +26,679 +0.1%
DSA
22
Davis Selected Advisers
Arizona
$2.03B -$82.7M -1,469,671 -4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.89B -$236M -4,199,009 -11%
TCIM
24
TIAA CREF Investment Management
New York
$1.72B -$32.2M -572,445 -2%
BA
25
BlackRock Advisors
Delaware
$1.65B -$42.4M -753,868 -2%
1
2 3 4 5