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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
+$1.95B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$592M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$364M
4
Deutsche Bank
Deutsche Bank
Germany
+$337M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
2
Millennium Management
Millennium Management
New York
-$239M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$207M
4
Capital International Investors
Capital International Investors
California
-$197M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
376
Point72 Hong Kong
Hong Kong
$10.9M +$10.9M +222,151 New
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$10.8M -$349K -7,100 -3%
Man Group
378
Man Group
United Kingdom
$10.7M +$10.7M +217,649 New
Robeco Institutional Asset Management
379
Robeco Institutional Asset Management
Netherlands
$10.7M -$981K -19,939 -8%
CII
380
Capital International Inc
California
$10.6M +$5.48M +111,376 +106%
IIM
381
INTECH Investment Management
Florida
$10.5M -$22.5M -457,317 -68%
TSW
382
Thompson Siegel & Walmsley
Virginia
$10.4M -$351K -7,128 -3%
Balyasny Asset Management
383
Balyasny Asset Management
Illinois
$10.4M -$154M -3,123,080 -94%
FHB
384
First Hawaiian Bank
Hawaii
$10.3M -$174K -3,541 -2%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$428K +8,702 +4%
KOCAA
386
Knights of Columbus Asset Advisors
Connecticut
$10.3M +$833K +16,934 +9%
MG
387
Markel Group
Virginia
$10.1M – – –
CA
388
Cornerstone Advisors
North Carolina
$10M -$847K -17,200 -8%
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$9.98M -$74.6K -1,515 -0.7%
WIM
390
Wittenberg Investment Management
Massachusetts
$9.95M -$1.47M -29,881 -13%
PA
391
Pinnacle Associates
New York
$9.94M -$157K -3,188 -2%
AIA
392
Allied Investment Advisors
Montana
$9.91M +$31.2K +634 +0.3%
HF
393
HRT Financial
New York
$9.68M -$63.7M -1,294,504 -87%
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$9.61M – – –
GIM
395
Grassi Investment Management
California
$9.55M -$99.4K -2,020 -1%
PWM
396
Perigon Wealth Management
California
$9.52M +$50.5K +1,026 +0.5%
SCM
397
Sirios Capital Management
Massachusetts
$9.49M -$6.11M -124,116 -39%
FCH
398
Freestone Capital Holdings
Washington
$9.39M -$548K -11,135 -6%
SG Americas Securities
399
SG Americas Securities
New York
$9.33M +$2.18M +44,197 +30%
EGA
400
Eagle Global Advisors
Texas
$9.29M -$193K -3,922 -2%
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