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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.1B -$209M -4,895,600 -1%
BlackRock
2
BlackRock
New York
$11.5B -$117M -2,731,077 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.52B -$627M -14,691,245 -8%
State Street
4
State Street
Massachusetts
$6.49B +$57.3M +1,343,256 +0.9%
Dodge & Cox
5
Dodge & Cox
California
$5.13B -$10.4M -242,548 -0.2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3.97B +$375M +8,795,019 +10%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.66B -$103M -2,417,399 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.94B +$13.8M +324,823 +0.5%
Capital International Investors
9
Capital International Investors
California
$2.64B +$1.08B +25,268,032 +69%
Norges Bank
10
Norges Bank
Norway
$2.28B +$132M +3,102,145 +6%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$2.03B – – –
Primecap Management
12
Primecap Management
California
$1.9B -$127M -2,974,395 -6%
Invesco
13
Invesco
Georgia
$1.73B -$34.6M -811,229 -2%
Northern Trust
14
Northern Trust
Illinois
$1.62B -$65.7M -1,538,554 -4%
Morgan Stanley
15
Morgan Stanley
New York
$1.62B -$16.2M -378,468 -1%
Ameriprise
16
Ameriprise
Minnesota
$1.6B -$315M -7,390,253 -16%
DSA
17
Davis Selected Advisers
Arizona
$1.31B +$16.7M +392,399 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.3B -$33M -773,574 -2%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$1.27B +$30.1M +705,417 +2%
Capital World Investors
20
Capital World Investors
California
$1.07B -$437M -10,231,215 -29%
Sanders Capital
21
Sanders Capital
Florida
$1.04B +$32.6M +763,170 +3%
Harris Associates
22
Harris Associates
Illinois
$1.03B +$57.6M +1,348,717 +6%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.01B -$10.5M -245,103 -1%
Eagle Capital Management (New York)
24
Eagle Capital Management (New York)
New York
$1B -$65.8M -1,540,932 -6%
Charles Schwab
25
Charles Schwab
California
$976M -$8.63M -202,310 -0.9%
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