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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 %
GCA
601
Guardian Capital Advisors
Ontario, Canada
$3.57M -$110K -2,212 -3%
BFS
602
Bradley Foster & Sargent
Connecticut
$3.55M -$201K -4,088 -5%
FA
603
FDx Advisors
Illinois
$3.53M +$540K +10,971 +18%
EGM
604
Engineers Gate Manager
New York
$3.49M +$1.51M +30,752 +77%
GT
605
Greenleaf Trust
Michigan
$3.47M +$60.5K +1,229 +2%
WS
606
Wedbush Securities
California
$3.47M +$614K +12,469 +21%
AWM
607
Apollon Wealth Management
South Carolina
$3.44M +$1.04M +21,113 +43%
SF
608
Slagle Financial
Illinois
$3.41M +$1.68M +68,356 +97%
CANC
609
Culbertson A N & Co
Virginia
$3.41M -$221K -4,500 -6%
SS
610
Simplicity Solutions
Minnesota
$3.38M +$76.4K +1,553 +2%
HAG
611
HighPoint Advisor Group
Illinois
$3.36M +$3.36M +59,273 New
BCM
612
Bayesian Capital Management
New York
$3.36M +$3.36M +68,302 New
WF
613
Welch & Forbes
Massachusetts
$3.35M -$170K -3,446 -5%
IAA
614
Independent Advisor Alliance
North Carolina
$3.35M -$57.9K -1,200 -2%
JF
615
Jump Financial
Illinois
$3.34M +$3.34M +67,891 New
DWP
616
Daymark Wealth Partners
Ohio
$3.31M -$205K -4,156 -6%
SP
617
SWS Partners
Ohio
$3.26M -$297K -6,041 -8%
KS
618
Karpas Strategies
Connecticut
$3.26M +$14.8K +301 +0.5%
ATC
619
Argent Trust Co
Tennessee
$3.24M -$447K -9,075 -12%
AWM
620
Axxcess Wealth Management
California
$3.22M +$592K +12,026 +23%
OFS
621
Oldfather Financial Services
Nebraska
$3.19M +$197 +4 +0%
PCIA
622
Prime Capital Investment Advisors
Kansas
$3.18M +$1.46M +29,580 +85%
BFG
623
Bleakley Financial Group
New Jersey
$3.14M -$170K -3,446 -5%
BPCA
624
Bank Pictet & Cie (Asia)
Singapore
$3.14M +$329K +6,676 +12%
KWM
625
Kingsview Wealth Management
Oregon
$3.13M -$512K -10,411 -14%
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