Wells Fargo
WFC
1,991 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 766 increasing their positions, 795 reducing their positions, and 179 closing their positions.
0.44% less ownership
Funds ownership: 73.44% → 72.99% (-0.44%)
4% less repeat investments, than reductions
Existing positions increased: 766 | Existing positions reduced: 795
4% less funds holding
Funds holding: 2,068 → 1,991 (-77)
10% less funds holding in top 10
Funds holding in top 10: 78 → 70 (-8)
10% less capital invested
Capital invested by funds: $116B → $104B (-$12B)
18% less first-time investments, than exits
New positions opened: 147 | Existing positions closed: 179
34% less call options, than puts
Call options by funds: $2.2B | Put options by funds: $3.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$484M |
| 2 |
JP Morgan Chase
New York
|
+$355M |
| 3 |
Millennium Management
New York
|
+$246M |
| 4 |
BlackRock
New York
|
+$211M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.1B |
| 2 |
First Eagle Investment Management
New York
|
-$389M |
| 3 |
Barclays
London,
United Kingdom
|
-$362M |
| 4 |
State Street
Boston,
Massachusetts
|
-$342M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$301M |
WFC Hedge Fund Activity: Q1 2023 in Review
1,991 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2023, worth a combined $104B — down 10% from $116B a quarter earlier.
Sellers outnumbered buyers: 179 funds closed out of WFC and 147 opened new positions — a net loss of 32 holders — while 795 trimmed existing stakes and 766 added.
The largest buyer was Fidelity Investments, adding an estimated $484M. The largest seller was Capital World Investors, cutting an estimated $1.1B.
- 1,991 institutional investors held Wells Fargo (WFC) as of Q1 2023, down from 2,068 in Q4 2022.
- Funds reported $104B of Wells Fargo stock for Q1 2023, down 10% quarter-over-quarter.
- 147 funds opened new Wells Fargo positions in Q1 2023 and 179 closed out, a net change of -32 holders.
- The largest Wells Fargo buyer in Q1 2023 was Fidelity Investments, an estimated $484M added.
- The largest Wells Fargo seller in Q1 2023 was Capital World Investors, an estimated $1.1B sold.
Based on aggregated 13F filings for Q1 2023.