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Wells Fargo
WFC

Overview Fund Activity

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.14B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.15B
3
Millennium Management
Millennium Management
New York
$313M
4
BlackRock
BlackRock
New York
$10.2B
5
Vanguard Group
Vanguard Group
Pennsylvania
$12.5B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$126M
2
Capital World Investors
Capital World Investors
California
$1.32B
3
First Eagle Investment Management
First Eagle Investment Management
New York
$0
4
Barclays
Barclays
United Kingdom
$209M
5
State Street
State Street
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.5B +$146M +3,896,538 +1%
BlackRock
2
BlackRock
New York
$10.2B +$181M +4,846,492 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.14B +$415M +11,112,440 +6%
State Street
4
State Street
Massachusetts
$5.63B -$294M -7,853,307 -5%
Dodge & Cox
5
Dodge & Cox
California
$4.5B +$62.2M +1,662,877 +1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.29B -$73.3M -1,959,734 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$3.15B +$304M +8,134,984 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.56B +$34.7M +929,727 +1%
Norges Bank
9
Norges Bank
Norway
$1.88B +$22.4M +600,461 +1%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.78B -$22.8M -608,747 -1%
Primecap Management
11
Primecap Management
California
$1.77B -$12.4M -331,255 -0.7%
Ameriprise
12
Ameriprise
Minnesota
$1.68B +$30.4M +814,494 +2%
Invesco
13
Invesco
Georgia
$1.54B +$15M +401,489 +1%
Northern Trust
14
Northern Trust
Illinois
$1.48B -$9.93M -265,769 -0.7%
Morgan Stanley
15
Morgan Stanley
New York
$1.43B -$48.9M -1,307,838 -3%
Capital International Investors
16
Capital International Investors
California
$1.37B +$31.7M +848,162 +2%
Capital World Investors
17
Capital World Investors
California
$1.32B -$946M -25,306,935 -42%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.17B -$65.6M -1,754,378 -5%
DSA
19
Davis Selected Advisers
Arizona
$1.13B -$17.4M -465,585 -2%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$1.09B -$25.8M -690,521 -2%
Eagle Capital Management (New York)
21
Eagle Capital Management (New York)
New York
$934M -$76M -2,033,397 -8%
Bank of America
22
Bank of America
North Carolina
$903M +$123M +3,279,059 +16%
AllianceBernstein
23
AllianceBernstein
Tennessee
$893M -$153M -4,084,629 -15%
Sanders Capital
24
Sanders Capital
Florida
$885M -$37.7M -1,007,879 -4%
Charles Schwab
25
Charles Schwab
California
$863M +$11.4M +304,269 +1%
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