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Wells Fargo
WFC

Overview Fund Activity

2,132 hedge funds and large institutions have $135B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 658 increasing their positions, 889 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,132
Holders Change
+177
Holders Change %
+9.05%
% of All Funds
31.26%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.98%
New
313
Increased
658
Reduced
889
Closed
107
Calls
$3.15B
Puts
$4.07B
Net Calls
-$917M
Net Calls Change
+$2.17B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.93B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.55B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.6B
4
Deutsche Bank
4
Deutsche Bank
Germany
$639M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$926M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.51B
2
Millennium Management
2
Millennium Management
New York
$191M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.25B
4
Capital International Investors
4
Capital International Investors
California
$3.2B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.8B -$71.9M -1,459,846 -0.5%
BlackRock
2
BlackRock
New York
$12.9B +$127M +2,576,540 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.73B +$157M +3,199,414 +2%
State Street
4
State Street
Massachusetts
$7.25B +$163M +3,305,352 +2%
Dodge & Cox
5
Dodge & Cox
California
$5.77B -$43.4M -881,030 -0.7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$5.6B +$364M +7,393,092 +7%
Morgan Stanley
7
Morgan Stanley
New York
$3.93B +$1.95B +39,527,401 +98%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.51B -$240M -4,880,331 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.45B +$56.8M +1,157,285 +2%
Capital International Investors
10
Capital International Investors
California
$3.2B -$197M -4,001,441 -6%
Norges Bank
11
Norges Bank
Norway
$2.62B +$82.7M +1,680,451 +3%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.25B -$71.7M -1,456,495 -3%
Primecap Management
13
Primecap Management
California
$2.11B -$43.2M -878,510 -2%
Invesco
14
Invesco
Georgia
$1.96B -$34.7M -705,197 -2%
Ameriprise
15
Ameriprise
Minnesota
$1.94B +$197M +4,003,847 +11%
Northern Trust
16
Northern Trust
Illinois
$1.74B -$140M -2,840,737 -7%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.55B +$592M +12,028,606 +62%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$1.49B +$71.7M +1,457,546 +5%
DSA
19
Davis Selected Advisers
Arizona
$1.44B -$47.2M -958,274 -3%
Capital World Investors
20
Capital World Investors
California
$1.3B +$13M +263,176 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.25B -$207M -4,203,519 -14%
Sanders Capital
22
Sanders Capital
Florida
$1.24B +$38.5M +781,772 +3%
Charles Schwab
23
Charles Schwab
California
$1.14B +$25.9M +526,178 +2%
Harris Associates
24
Harris Associates
Illinois
$1.14B -$35.8M -726,587 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.08B -$15.9M -323,328 -1%
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