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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 %
LDB
626
Lee, Danner & Bass
Tennessee
$3.11M -$260K -5,280 -8%
CFB
627
Cullen/Frost Bankers
Texas
$3.11M -$4.45M -90,320 -59%
TCM
628
Teza Capital Management
Illinois
$3.11M +$1.76M +35,827 +131%
PAS
629
Park Avenue Securities
New York
$3.09M +$276K +5,617 +10%
HWM
630
HB Wealth Management
Georgia
$3.07M -$31.4K -638 -1%
ICM
631
IMS Capital Management
Oregon
$3.02M – – –
SW
632
SVB Wealth
Massachusetts
$3.01M +$78.7K +1,599 +3%
PFP
633
Pinnacle Financial Partners
Tennessee
$3.01M +$16.7K +339 +0.6%
DEA
634
DoubleLine ETF Adviser
Florida
$2.99M +$214K +4,344 +8%
GSEP
635
Golden State Equity Partners
California
$2.98M -$17.3K -352 -0.6%
HNB
636
Huntington National Bank
Ohio
$2.98M -$567K -11,525 -16%
SSWM
637
Smith Salley Wealth Management
North Carolina
$2.98M +$737K +14,979 +33%
Twin Tree Management
638
Twin Tree Management
Texas
$2.95M +$2.95M +59,923 New
MAM
639
Mark Asset Management
New York
$2.95M +$2.95M +59,915 New
LBC
640
Lowe Brockenbrough & Co
Virginia
$2.91M +$76.2K +1,548 +3%
MA
641
Montag & Associates
Georgia
$2.88M +$109K +2,215 +4%
SCI
642
S&CO Inc
Massachusetts
$2.85M -$130K -2,650 -4%
WJWM
643
Williams Jones Wealth Management
New York
$2.84M -$188K -3,811 -6%
CAM
644
Cidel Asset Management
Ontario, Canada
$2.84M +$2.47M +50,204 +669%
EP
645
Edgestream Partners
New Jersey
$2.83M +$1.41M +28,566 +99%
PA
646
Profund Advisors
Maryland
$2.81M +$607K +12,342 +28%
MSS
647
Mitchell Sinkler & Starr
Pennsylvania
$2.8M +$86.1K +1,750 +3%
AGC
648
Aspen Grove Capital
Colorado
$2.8M -$73.3K -1,491 -3%
MC
649
Moors & Cabot
Massachusetts
$2.79M -$395K -8,033 -12%
PPW
650
Parcion Private Wealth
Washington
$2.79M – – –
24 25
26
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