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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
31.25%
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 %
KAS
426
Kestra Advisory Services
Texas
$7.61M -$383K -7,779 -5%
MPM
427
Meritage Portfolio Management
Kansas
$7.58M -$67.9K -1,379 -0.9%
GS
428
GTS Securities
New York
$7.5M -$13.1M -266,472 -64%
LA
429
LBP AM
France
$7.48M -$2.03M -41,216 -21%
TSS
430
Two Sigma Securities
New York
$7.47M +$4.86M +98,827 +187%
SM
431
Salzhauer Michael
$7.42M +$816K +16,575 +12%
RC
432
RBF Capital
California
$7.38M -$984K -20,000 -12%
WP
433
WealthSource Partners
California
$7.36M -$74.3K -1,509 -1%
HCMT
434
Highland Capital Management (Tennessee)
Tennessee
$7.35M +$44.9K +913 +0.6%
DWT
435
Dorsey & Whitney Trust
South Dakota
$7.35M -$317K -6,434 -4%
PCM
436
Poehling Capital Management
Wisconsin
$7.29M -$22.3K -454 -0.3%
MFG
437
Monte Financial Group
Connecticut
$7.29M +$20.1K +408 +0.3%
MLICM
438
Metropolitan Life Insurance Company (MetLife)
New York
$7.28M -$175K -3,555 -2%
PF
439
Phoenix Financial
Israel
$7.15M +$4.82M +91,136 +206%
BCM
440
Blume Capital Management
California
$7.07M +$16K +325 +0.2%
ELC
441
Edgar Lomax Company
Virginia
$7.02M -$289K -5,875 -4%
NEAM
442
New England Asset Management
Connecticut
$7.01M -$669K -13,600 -9%
AIM
443
ARGA Investment Management
Connecticut
$6.99M +$6.99M +142,063 New
PMAM
444
Picton Mahoney Asset Management
Ontario, Canada
$6.93M +$89.1K +1,810 +1%
TI
445
Trexquant Investment
Connecticut
$6.88M +$6.88M +139,690 New
EWA
446
EP Wealth Advisors
California
$6.82M -$75.1K -1,526 -1%
SFS
447
Sowell Financial Services
Arkansas
$6.79M +$1.19M +24,112 +21%
TW
448
TritonPoint Wealth
Maryland
$6.76M +$6.76M +137,294 New
TWC
449
TD Waterhouse Canada
Ontario, Canada
$6.73M -$402K -7,353 -6%
DA
450
DCM Advisors
New York
$6.68M – – –
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