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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 %
Fuller & Thaler Asset Management
401
Fuller & Thaler Asset Management
California
$9.28M -$8.58M -174,365 -48%
VPIM
402
Vanguard Personalized Indexing Management
California
$9.28M -$462K -9,386 -5%
CB
403
Commerce Bank
Missouri
$9.23M -$85.3K -1,734 -0.9%
HCM
404
Hillman Capital Management
Maryland
$9.16M -$1.23M -25,085 -12%
SIM
405
Sprucegrove Investment Management
Ontario, Canada
$9.03M -$68.9K -1,400 -0.8%
PP
406
Prudential plc
United Kingdom
$8.96M -$2.24M -45,533 -20%
AAA
407
Adams Asset Advisors
Texas
$8.94M – – –
ZCM
408
Ziegler Capital Management
Illinois
$8.83M -$549K -11,158 -6%
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$8.55M -$1.71M -34,906 -17%
EF
410
Empowered Funds
Pennsylvania
$8.51M +$1.1M +22,357 +15%
Envestnet Portfolio Solutions
411
Envestnet Portfolio Solutions
Illinois
$8.39M +$745K +15,126 +10%
CCM
412
Channing Capital Management
Illinois
$8.35M -$647K -13,149 -7%
VIG
413
Vienna Insurance Group
Poland
$8.34M – – –
CWA
414
Consilium Wealth Advisory
Texas
$8.33M -$94.6K -1,921 -1%
HCM
415
Hilton Capital Management
New York
$8.16M +$8.16M +165,731 New
BF
416
BOK Financial
Oklahoma
$8.07M -$388K -7,886 -5%
HAI
417
Hennessy Advisors Inc
California
$8.05M -$714K -14,500 -8%
MGP
418
Metis Global Partners
California
$7.94M +$998K +20,274 +14%
NAM
419
NorthCrest Asset Manangement
Minnesota
$7.91M -$97.5K -1,981 -1%
OCM
420
Olstein Capital Management
New York
$7.88M -$1.48M -30,000 -16%
RJT
421
Raymond James Trust
Florida
$7.82M -$67.4K -1,369 -0.9%
CA
422
CSM Advisors
Pennsylvania
$7.76M -$21.6K -438 -0.3%
GCM
423
Gibraltar Capital Management
Oklahoma
$7.7M +$661K +13,424 +9%
AF
424
Alerus Financial
North Dakota
$7.69M -$1.69M -34,272 -18%
IMCOOI
425
Investment Management Corp of Ontario (IMCO)
Canada
$7.67M +$7.67M +155,775 New
15 16
17
18 19