Holders over time
- EWBC
- WFC
| Quarter | EWBC | WFC |
|---|---|---|
| Q3 2020 | 5 holders, $127m | 34 holders, $15.9bn |
| Q4 2020 | 10 holders, $547m | 33 holders, $19.5bn |
| Q1 2021 | 10 holders, $1.0bn | 31 holders, $23.4bn |
| Q2 2021 | 10 holders, $1.0bn | 33 holders, $28.0bn |
| Q3 2021 | 14 holders, $1.1bn | 28 holders, $27.7bn |
| Q4 2021 | 11 holders, $939m | 32 holders, $28.6bn |
| Q1 2022 | 16 holders, $1.1bn | 37 holders, $28.8bn |
| Q2 2022 | 12 holders, $881m | 32 holders, $24.1bn |
| Q3 2022 | 9 holders, $865m | 28 holders, $25.5bn |
| Q4 2022 | 15 holders, $773m | 33 holders, $25.2bn |
| Q1 2023 | 10 holders, $701m | 34 holders, $21.5bn |
| Q2 2023 | 12 holders, $968m | 29 holders, $23.4bn |
| Q3 2023 | 12 holders, $1.0bn | 30 holders, $22.9bn |
| Q4 2023 | 9 holders, $1.4bn | 32 holders, $27.2bn |
| Q1 2024 | 6 holders, $1.5bn | 27 holders, $33.6bn |
| Q2 2024 | 6 holders, $1.3bn | 37 holders, $34.1bn |
| Q3 2024 | 6 holders, $1.5bn | 35 holders, $32.0bn |
| Q4 2024 | 7 holders, $1.8bn | 42 holders, $38.9bn |
| Q1 2025 | 6 holders, $1.7bn | 39 holders, $38.2bn |
| Q2 2025 | 7 holders, $2.3bn | 33 holders, $41.6bn |
| Q3 2025 | 6 holders, $2.3bn | 29 holders, $41.5bn |
| Q4 2025 | 9 holders, $2.5bn | 29 holders, $43.6bn |
| Q1 2026 | 11 holders, $2.8bn | 34 holders, $36.8bn |
| Q2 2026 | 10 holders, $3.4bn | 41 holders, $38.2bn |
East West Bancorp Inc
- Holders
- 7
- Reported value
- $2.3bn
- Buyers
- 6
- Sellers
- 2
Breadth +4 among 95 comparable managers.
Wells Fargo & Co
- Holders
- 33
- Reported value
- $41.6bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 among 95 comparable managers.
Who holds both, Q2 2025
Both (7)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management
Only EWBC (0)
None.
Only WFC (26)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd, and 1 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.