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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 %
KWA
676
Kingswood Wealth Advisors
California
$2.62M -$218K -4,422 -8%
DLCIG
677
D.L. Carlson Investment Group
New Hampshire
$2.59M +$2.59M +49,864 New
PAM
678
Paradigm Asset Management
New York
$2.58M -$64K -1,300 -2%
CHAM
679
Clear Harbor Asset Management
Connecticut
$2.57M – – –
NP
680
NorthRock Partners
Minnesota
$2.56M +$1.03M +20,867 +67%
STA
681
Summit Trail Advisors
New York
$2.56M +$35.1K +714 +1%
QI
682
Qtron Investments
Massachusetts
$2.56M +$465K +9,444 +22%
BNP Paribas Asset Management
683
BNP Paribas Asset Management
France
$2.56M – – –
NIM
684
NEOS Investment Management
Connecticut
$2.54M +$560K +11,375 +28%
AFS
685
Aft Forsyth & Sober
Florida
$2.54M – – –
CCA
686
Checchi Capital Advisers
California
$2.52M +$43.6K +885 +2%
LCOV
687
London Company of Virginia
Virginia
$2.52M -$213K -4,337 -8%
BBHC
688
Brown Brothers Harriman & Co
New York
$2.51M -$158K -3,210 -6%
TPI
689
Trust Point Inc
Wisconsin
$2.5M +$2.5M +50,765 New
ABC
690
Associated Banc-Corp
Wisconsin
$2.49M +$168K +3,419 +7%
FFM
691
Forum Financial Management
Illinois
$2.49M -$26K -529 -1%
WC
692
Waterloo Capital
Texas
$2.47M +$2.47M +50,228 New
AWM
693
Avior Wealth Management
Nebraska
$2.46M -$24K -488 -1%
IR
694
IAT Reinsurance
New York
$2.46M – – –
CL
695
Choreo LLC
Illinois
$2.45M +$272K +5,527 +13%
SLI
696
Sumitomo Life Insurance
Japan
$2.44M -$127K -2,575 -5%
CA
697
Clearstead Advisors
Ohio
$2.43M -$2.58M -52,400 -51%
BW
698
Bison Wealth
Georgia
$2.43M +$65.6K +1,333 +3%
JHCP
699
Jackson Hole Capital Partners
Oklahoma
$2.42M +$759K +15,413 +46%
RSWM
700
Robertson Stephens Wealth Management
California
$2.41M +$66.6K +1,353 +3%
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