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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 %
ATPW
501
Ashton Thomas Private Wealth
Arizona
$5.3M -$439K -8,923 -8%
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$5.28M -$30.4K -618 -0.6%
USAA
503
United Services Automobile Association
Texas
$5.28M +$460K +9,343 +10%
CFLC
504
California First Leasing Corp
California
$5.24M – – –
DA
505
Duality Advisers
Florida
$5.23M +$5.23M +106,277 New
PA
506
Procyon Advisors
Connecticut
$5.19M +$121K +2,464 +2%
FNBOO
507
First National Bank of Omaha
Nebraska
$5.16M -$142K -2,891 -3%
UAM
508
Unison Asset Management
Florida
$5.1M – – –
PFS
509
Prospera Financial Services
Texas
$5.09M -$984 -20 -0%
WT
510
Whittier Trust
California
$5.07M -$823K -16,712 -14%
AWS
511
Atria Wealth Solutions
New York
$4.99M +$152K +3,093 +3%
HCM
512
Hutchinson Capital Management
California
$4.96M -$334K -6,795 -6%
DWM
513
Dorchester Wealth Management
Quebec, Canada
$4.96M -$70.6K -1,435 -1%
MIM
514
Morningstar Investment Management
Illinois
$4.94M +$4.94M +100,396 New
MCA
515
Mendon Capital Advisors
Florida
$4.92M +$4.92M +100,000 New
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$4.92M -$813K -16,525 -14%
TPCW
517
TD Private Client Wealth
New York
$4.91M -$632K -12,843 -11%
IGAM
518
iA Global Asset Management
Quebec, Canada
$4.9M +$1.73M +35,054 +54%
PA
519
PFG Advisors
Arizona
$4.89M -$29.2K -593 -0.6%
BS
520
Banco Santander
Spain
$4.88M -$128K -2,593 -3%
HPG
521
Harvest Portfolios Group
Ontario, Canada
$4.88M -$538K -10,932 -10%
ESBC
522
E.S. Barr & Co
Kentucky
$4.87M -$121K -2,450 -2%
AF
523
Apexium Financial
Texas
$4.85M +$98 +2 +0%
SFI
524
Siemens Fonds Invest
Germany
$4.84M +$2.11M +42,931 +78%
SI
525
Stephens Inc
Arkansas
$4.79M +$95K +1,931 +2%
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