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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 %
TCA
701
Transcend Capital Advisors
New Jersey
$2.4M -$135K -2,738 -5%
S
702
SignatureFD
Georgia
$2.4M +$293K +5,950 +14%
GFI
703
Global Frontier Investments
South Carolina
$2.4M – – –
MLM
704
Mount Lucas Management
Pennsylvania
$2.39M +$2.39M +48,512 New
PBK
705
Peoples Bank (Kansas)
Kansas
$2.37M -$78K -1,585 -3%
ACM
706
Argyle Capital Management
Pennsylvania
$2.36M -$492K -10,000 -17%
SCI
707
Stableford Capital II
Arizona
$2.36M +$27.5K +561 +1%
MYLI
708
Meiji Yasuda Life Insurance
Japan
$2.35M +$1.09M +22,200 +87%
SG
709
Somerset Group
Minnesota
$2.34M – – –
TAM
710
Trust Asset Management
Texas
$2.33M – – –
PTCG
711
Pring Turner Capital Group
California
$2.33M -$36.9K -750 -2%
CAS
712
Coppell Advisory Solutions
Texas
$2.32M +$864K +17,558 +59%
KOC
713
Koss-Olinger Consulting
Florida
$2.32M +$1.14M +23,175 +97%
YIA
714
YHB Investment Advisors
Connecticut
$2.31M -$5.34M -108,421 -70%
P
715
Pitcairn
Pennsylvania
$2.3M +$378K +7,677 +20%
PBC
716
Pavion Blue Capital
California
$2.29M -$32.3K -656 -1%
HB
717
HTLF Bank
Colorado
$2.28M +$2.28M +46,272 New
EIP
718
Easterly Investment Partners
Massachusetts
$2.28M -$15.2K -309 -0.7%
GRP
719
Global Retirement Partners
California
$2.26M +$176K +3,755 +8%
UHC
720
Union Heritage Capital
Michigan
$2.26M – – –
SLFPAM
721
St. Louis Financial Planners Asset Management
Missouri
$2.25M +$2.25M +45,680 New
SCA
722
Snowden Capital Advisors
New York
$2.24M -$656K -13,332 -23%
MWM
723
Mission Wealth Management
California
$2.24M +$96.6K +1,963 +5%
SH
724
SeaTown Holdings
Singapore
$2.24M -$37.2M -755,000 -94%
FNBT
725
FineMark National Bank & Trust
Florida
$2.24M +$1.62M +32,942 +264%
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