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 %
CIA
651
Capital Investment Advisors
Georgia
$2.78M -$19.5K -397 -0.7%
BTWM
652
Baker Tilly Wealth Management
Wisconsin
$2.78M -$267K -5,425 -9%
PCTC
653
Perkins Coie Trust Company
Washington
$2.77M -$137K -2,779 -5%
VLC
654
Van Leeuwen & Company
New Jersey
$2.77M -$1.36M -27,697 -33%
SCA
655
Stonebridge Capital Advisors
Minnesota
$2.75M -$2.76K -56 -0.1%
VFA
656
Valeo Financial Advisors
Indiana
$2.75M -$495K -10,051 -15%
SFM
657
Signet Financial Management
New Jersey
$2.75M -$738 -15 -0%
Empower Advisory Group
658
Empower Advisory Group
Colorado
$2.74M +$1.14M +23,209 +72%
GIM
659
Goelzer Investment Management
Indiana
$2.74M -$75.7K -1,538 -3%
OIA
660
OneDigital Investment Advisors
Kansas
$2.73M +$292K +5,929 +12%
QCIG
661
Quad-Cities Investment Group
Iowa
$2.71M +$644K +12,893 +31%
WWA
662
WCG Wealth Advisors
Nevada
$2.71M +$86.9K +1,766 +3%
BRWA
663
B. Riley Wealth Advisors
Florida
$2.7M -$614K -12,473 -19%
APF
664
Alaska Permanent Fund
Alaska
$2.69M -$27.9K -567 -1%
LCM
665
Legato Capital Management
California
$2.69M – – –
SAM
666
Selway Asset Management
$2.69M – – –
CICI
667
Capital Investment Counsel Inc
North Carolina
$2.68M -$60.4K -1,227 -2%
VT
668
Vise Technologies
New York
$2.67M +$849K +17,258 +47%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$2.67M -$141K -2,862 -5%
CTC
670
Central Trust Company
Missouri
$2.65M -$148 -3 -0%
MIH
671
Meitav Investment House
Israel
$2.65M -$95.8K -1,941 -3%
BSW
672
Buckingham Strategic Wealth
Missouri
$2.64M +$517K +10,509 +24%
SCM
673
SOL Capital Management
Maryland
$2.64M -$78.7K -1,600 -3%
ICG
674
InterOcean Capital Group
Tennessee
$2.64M -$524K -10,643 -17%
SPIA
675
Steward Partners Investment Advisory
New York
$2.63M +$14.4K +293 +0.6%
25 26
27
28 29