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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 %
FT
726
Fiduciary Trust
Massachusetts
$2.23M -$128K -2,597 -5%
PVH
727
Psagot Value Holdings
Israel
$2.23M -$56.1K -1,135 -2%
CIA
728
Choate Investment Advisors
Massachusetts
$2.22M +$39.3K +798 +2%
RWM
729
Ritholtz Wealth Management
New York
$2.22M +$70.2K +1,426 +3%
KCIC
730
Kuhn & Co Investment Counsel
Illinois
$2.22M +$2.22M +45,101 New
KIA
731
KCM Investment Advisors
California
$2.22M -$138K -2,813 -6%
IA
732
IFP Advisors
Florida
$2.22M +$252K +5,117 +13%
MFG
733
Merit Financial Group
Georgia
$2.21M -$1.4M -28,397 -39%
BC
734
Burney Company
Virginia
$2.2M -$2.64M -53,580 -55%
WPC
735
White Pine Capital
Minnesota
$2.19M -$152K -3,097 -7%
VNIM
736
Vaughan Nelson Investment Management
Texas
$2.18M -$398K -8,085 -15%
CF
737
Centaurus Financial
California
$2.18M -$31.6K -642 -1%
DAS
738
Dynamic Advisor Solutions
Arizona
$2.18M -$1.8K -36 -0.1%
LNC
739
Lincoln National Corp
Pennsylvania
$2.17M +$18.7K +380 +0.9%
MYIA
740
Mount Yale Investment Advisors
Colorado
$2.16M -$597K -12,130 -22%
XWM
741
Xcel Wealth Management
Florida
$2.16M -$64K -1,300 -3%
MAS
742
Meeder Advisory Services
Ohio
$2.14M +$95.9K +1,948 +5%
NW
743
Naviter Wealth
Arkansas
$2.14M +$308K +6,262 +17%
NB
744
NBT Bank
New York
$2.13M +$69K +1,401 +3%
PBT
745
Pictet Bank & Trust
Bahamas
$2.12M -$452K -9,176 -18%
CAAS
746
Capital Asset Advisory Services
Michigan
$2.12M +$389K +7,898 +23%
BOS
747
Bank of Stockton
California
$2.1M – – –
GI
748
GS Investments
Minnesota
$2.09M – – –
FSA
749
Franklin Street Advisors
North Carolina
$2.09M – – –
HTC
750
Haverford Trust Company
Pennsylvania
$2.08M +$20K +406 +1%
28 29
30
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