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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 %
TMAM
576
Tokio Marine Asset Management
Japan
$4.05M +$223K +4,532 +6%
MCM
577
MAI Capital Management
Ohio
$3.97M +$1.97K +40 +0%
Capstone Investment Advisors
578
Capstone Investment Advisors
New York
$3.91M -$4.61M -93,741 -54%
LGF
579
LGT Group Foundation
Liechtenstein
$3.91M +$1.27M +25,618 +48%
SCM
580
Shelton Capital Management
Colorado
$3.9M -$744K -15,112 -16%
RGI
581
River Global Investors
United Kingdom
$3.86M -$208K -4,233 -5%
Verition Fund Management
582
Verition Fund Management
Connecticut
$3.85M -$10.1M -204,382 -72%
WCM
583
Weik Capital Management
Pennsylvania
$3.83M -$19.7K -400 -0.5%
VI
584
Vestcor Inc
New Brunswick, Canada
$3.82M -$41.2K -838 -1%
NSEDCP
585
NJ State Employees Deferred Compensation Plan
New Jersey
$3.79M – – –
LFAS
586
Level Four Advisory Services
Texas
$3.77M -$218K -4,421 -5%
CA
587
Cetera Advisors
Colorado
$3.77M -$159K -3,229 -4%
PS
588
Principal Securities
Iowa
$3.76M +$3.76M +76,346 New
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$3.74M -$121K -2,451 -3%
LKIM
590
Lawson Kroeker Investment Management
Nebraska
$3.73M +$60.3K +1,225 +2%
COI
591
Connable Office Inc
Michigan
$3.73M -$168K -3,414 -4%
HWM
592
HighMark Wealth Management
Minnesota
$3.68M -$1.97K -40 -0.1%
ASN
593
Advisory Services Network
Georgia
$3.65M -$236K -4,795 -6%
MYAM
594
Meiji Yasuda Asset Management
Japan
$3.61M +$1.12M +22,660 +45%
TI
595
Tidal Investments
Wisconsin
$3.59M +$283K +5,752 +9%
SF
596
Synovus Financial
Georgia
$3.59M -$2.42M -49,074 -40%
PWG
597
Portside Wealth Group
Utah
$3.58M -$316K -6,419 -8%
FTDI
598
First Trust Direct Indexing
Massachusetts
$3.58M +$469K +9,522 +15%
MS
599
Maven Securities
Jersey
$3.57M -$603K -12,244 -14%
KA
600
Kerrisdale Advisers
Florida
$3.57M – – –
22 23
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