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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 %
AUB
551
Atlantic Union Bankshares
Virginia
$4.41M +$1.77M +36,044 +67%
AIP
552
Ameritas Investment Partners
Nebraska
$4.38M -$239K -4,865 -5%
MCM
553
Mill Capital Management
North Carolina
$4.37M -$18.3K -372 -0.4%
TIAA Trust, National Association
554
TIAA Trust, National Association
North Carolina
$4.36M -$794K -16,131 -15%
GFA
555
Gifford Fong Associates
California
$4.33M – – –
CA
556
Continental Advisors
Utah
$4.33M +$172K +3,500 +4%
RBA
557
Richard Bernstein Advisors
New York
$4.29M +$2.61K +53 +0.1%
Assenagon Asset Management
558
Assenagon Asset Management
Luxembourg
$4.29M -$13.9K -283 -0.3%
CLOS
559
Compagnie Lombard Odier SCmA
Switzerland
$4.28M +$3.28M +66,651 +327%
WAS
560
Wesleyan Assurance Society
United Kingdom
$4.26M – – –
GCM
561
Graham Capital Management
Connecticut
$4.22M +$4.22M +85,688 New
Nomura Holdings
562
Nomura Holdings
Japan
$4.22M +$3.92M +79,544 +1,300%
WDC
563
Woodward Diversified Capital
California
$4.21M – – –
SW
564
SteelPeak Wealth
California
$4.2M -$10.4M -210,949 -71%
RFC
565
Regions Financial Corp
Alabama
$4.18M -$1.22M -24,880 -23%
SC
566
Savant Capital
Illinois
$4.17M -$68K -1,381 -2%
PMEF
567
Point72 Middle East FZE
United Arab Emirates
$4.17M +$4.17M +84,749 New
TCM
568
Twin Capital Management
Pennsylvania
$4.16M -$188K -3,812 -4%
AF
569
Allworth Financial
California
$4.13M +$99.5K +2,021 +2%
YIH
570
Y-Intercept (HK)
Hong Kong
$4.12M -$820K -16,667 -17%
Bessemer Group
571
Bessemer Group
New Jersey
$4.12M +$29.2K +594 +0.7%
HI
572
Horizon Investments
North Carolina
$4.1M +$802K +16,404 +24%
AC
573
Asio Capital
Kentucky
$4.09M +$47.8K +972 +1%
RA
574
RFG Advisory
Alabama
$4.07M +$15.1K +307 +0.4%
SFA
575
Sequoia Financial Advisors
Ohio
$4.06M +$2.53M +51,484 +166%
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