WFC icon

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 %
MAM
526
Madison Asset Management
Wisconsin
$4.76M -$90.3K -1,835 -2%
Walleye Trading
527
Walleye Trading
New York
$4.75M -$14.2M -288,098 -75%
WAM
528
Winslow Asset Management
Ohio
$4.74M +$70.5K +1,432 +2%
QC
529
Quadrature Capital
United Kingdom
$4.72M +$102K +2,074 +2%
CP
530
Clayton Partners
California
$4.68M -$243K -4,945 -5%
BBWA
531
Bell & Brown Wealth Advisors
California
$4.68M +$4.68M +95,028 New
FI
532
FJ Investments
Utah
$4.67M +$4.67M +94,900 New
FP
533
Factorial Partners
New York
$4.67M +$49.2K +1,000 +1%
CCG
534
Cloverfields Capital Group
Minnesota
$4.64M +$4.64M +94,222 New
SWP
535
Stratos Wealth Partners
Ohio
$4.63M +$859K +17,458 +23%
KPWS
536
Kestra Private Wealth Services
Texas
$4.62M +$386K +7,848 +9%
CMTU
537
Capital Markets Trading (UK)
United Kingdom
$4.61M +$1.51M +30,653 +49%
M1FG
538
Mach-1 Financial Group
Arkansas
$4.6M +$476K +9,674 +12%
BG
539
Bahl & Gaynor
Ohio
$4.6M -$204K -4,152 -4%
SWM
540
Sendero Wealth Management
Texas
$4.57M +$2.7M +54,932 +145%
BCM
541
Brookmont Capital Management
Texas
$4.53M -$120K -2,448 -3%
ECM
542
Elgethun Capital Management
South Dakota
$4.52M -$46.2K -938 -1%
ADIM
543
Alpha DNA Investment Management
Maryland
$4.51M +$535K +10,869 +13%
SFA
544
Semmax Financial Advisors
North Carolina
$4.49M -$358K -7,366 -7%
CK
545
Cohen Klingenstein
New York
$4.47M – – –
WFC
546
Western Financial Corp
California
$4.47M -$15.4K -313 -0.3%
FNFDCM
547
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.46M -$98.1K -1,993 -2%
CFO
548
Callan Family Office
Pennsylvania
$4.46M +$7.63K +155 +0.2%
BIMC
549
Benson Investment Management Company
Virginia
$4.44M +$26.9K +546 +0.6%
CWM
550
Concentric Wealth Management
California
$4.42M -$17.4K -354 -0.4%
20 21
22
23 24