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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 %
QCM
476
Qsemble Capital Management
New York
$6.22M +$1.04M +21,139 +20%
RVM
477
Robinson Value Management
Texas
$6.21M +$3.25M +65,937 +110%
SA
478
Sicart Associates
New York
$6.19M -$65K -1,320 -1%
IWC
479
Integrated Wealth Concepts
Massachusetts
$6.12M +$765K +15,546 +14%
AAS
480
Avantax Advisory Services
Texas
$6.12M +$621K +12,614 +11%
DILIC
481
Dai-ichi Life Insurance Company
Japan
$6.07M +$907K +18,421 +18%
IC
482
IEQ Capital
California
$6.04M +$714K +14,514 +13%
BBI
483
Baxter Bros Inc
Connecticut
$6.04M -$38.8K -789 -0.6%
CM
484
Crestline Management
Texas
$6.03M -$2.34M -47,511 -28%
Lido Advisors
485
Lido Advisors
California
$6.01M +$262K +5,320 +5%
CIP
486
Chartwell Investment Partners
Pennsylvania
$5.94M +$649K +13,187 +12%
BFS
487
Bard Financial Services
Connecticut
$5.87M +$321K +6,520 +6%
BFG
488
Beacon Financial Group
Texas
$5.82M -$695K -14,129 -11%
QCM
489
Quantinno Capital Management
New York
$5.77M +$468K +9,499 +9%
CRC
490
Curi RMB Capital
Illinois
$5.73M +$2.46M +49,893 +75%
MHIC
491
Marble Harbor Investment Counsel
Massachusetts
$5.72M +$14.8K +300 +0.3%
SIP
492
Stoneridge Investment Partners
Pennsylvania
$5.72M +$2.4M +48,723 +72%
HI
493
Hoey Investments
Pennsylvania
$5.68M -$140K -2,845 -2%
PCA
494
Providence Capital Advisors
North Carolina
$5.68M +$5.48M +111,359 +2,749%
NMIMC
495
Northwestern Mutual Investment Management Company
Wisconsin
$5.66M -$26.3K -534 -0.5%
TIM
496
Thompson Investment Management
Wisconsin
$5.63M -$70K -1,423 -1%
AIMCA
497
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.52M +$1.35M +27,375 +32%
CG
498
Cynosure Group
Utah
$5.49M -$1.41M -28,730 -20%
RG
499
Rathbones Group
United Kingdom
$5.48M -$228K -4,624 -4%
NC
500
NBW Capital
Massachusetts
$5.37M -$18.8K -382 -0.3%
18 19
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