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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.51B
2
Millennium Management
Millennium Management
New York
$191M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.25B
4
Capital International Investors
Capital International Investors
California
$3.2B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
351
Los Angeles Capital Management
California
$12.5M +$4.9M +99,508 +65%
LAM
352
Lountzis Asset Management
Pennsylvania
$12.4M -$85.7K -1,742 -0.7%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$12.4M +$1.03M +20,887 +9%
A
354
AustralianSuper
Australia
$12.4M +$10.7M +216,623 +616%
LWIC
355
Leith Wheeler Investment Counsel
British Columbia, Canada
$12.4M +$8.34M +356,620 +208%
UM
356
UniSuper Management
Australia
$12.3M +$11M +223,065 +811%
CANY
357
Caxton Associates (New York)
New York
$12.3M +$12.3M +250,000 New
CWM
358
Calamos Wealth Management
Illinois
$12.3M +$2.72M +55,352 +28%
Brown Advisory
359
Brown Advisory
Maryland
$12.1M -$105K -2,137 -0.9%
Cetera Investment Advisers
360
Cetera Investment Advisers
Illinois
$12.1M +$438K +8,890 +4%
MAA
361
Matrix Asset Advisors
New York
$12.1M -$260K -5,283 -2%
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$12M -$312K -6,331 -3%
FM
363
Freemont Management
Switzerland
$11.9M – – –
PE
364
Point72 Europe
United Kingdom
$11.9M +$11.9M +242,114 New
CC
365
Carlson Capital
Texas
$11.9M -$6.63M -134,709 -36%
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$11.8M +$406K +8,255 +4%
CIS
367
Connors Investor Services
Pennsylvania
$11.8M -$295K -5,996 -2%
BT
368
Brandywine Trust
Delaware
$11.7M -$120K -2,442 -1%
IIM
369
Intact Investment Management
Quebec, Canada
$11.6M +$2.01M +40,900 +21%
AI
370
Atria Investments
North Carolina
$11.6M +$2.18M +44,234 +23%
BBVA
371
Banco Bilbao Vizcaya Argentaria
Spain
$11.5M -$481K -9,764 -4%
WP
372
Waycross Partners
Kentucky
$11.4M +$4.57M +92,818 +67%
SAM
373
Securian Asset Management
Minnesota
$11.3M -$1.6M -32,556 -12%
DADC
374
D.A. Davidson & Co
Montana
$11.2M +$38.4K +780 +0.3%
SCM
375
SKBA Capital Management
California
$11M -$158K -3,200 -1%
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