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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 %
UAS
751
United Asset Strategies
New York
$2.08M -$74.3K -1,509 -3%
WC
752
Wynn Capital
Georgia
$2.07M +$2.07M +41,989 New
MWP
753
Meridian Wealth Partners
Pennsylvania
$2.06M +$26.6K +540 +1%
PPWP
754
Premier Path Wealth Partners
New Jersey
$2.06M +$2.06M +41,963 New
RHAM
755
Round Hill Asset Management
California
$2.06M -$9.11K -185 -0.4%
CIP
756
Convergence Investment Partners
Florida
$2.05M +$1.32M +26,891 +182%
IAS
757
Insigneo Advisory Services
Florida
$2.05M +$624K +12,678 +44%
HPC
758
HM Payson & Co
Maine
$2.03M -$76.7K -1,558 -4%
QCG
759
Quadrant Capital Group
Ohio
$2.03M +$775K +15,742 +62%
TFS
760
Thoroughbred Financial Services
Tennessee
$2.03M +$178K +3,623 +10%
PFGIA
761
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M +$199K +4,038 +11%
3IP
762
3Chopt Investment Partners
Virginia
$2.03M +$154K +3,119 +8%
SCM
763
Schnieders Capital Management
California
$2.02M -$1.35M -27,445 -40%
SJL
764
Shayne & Jacobs LLC
Tennessee
$2.02M – – –
CIA
765
Cohen Investment Advisors
New Hampshire
$2.01M -$127K -2,571 -6%
WANY
766
Wealthspire Advisors (New York)
New York
$2.01M +$1.25M +25,448 +166%
MGWM
767
Marks Group Wealth Management
Minnesota
$2.01M -$204K -4,147 -9%
CIS
768
Capital International Sarl
California
$2M -$82K -1,666 -4%
SDWIA
769
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.99M -$367K -7,447 -16%
OC
770
Oppenheimer & Co
New York
$1.99M -$81.6K -1,658 -4%
GWM
771
Geneos Wealth Management
Colorado
$1.99M -$736K -14,950 -27%
HAM
772
Hedges Asset Management
Nevada
$1.97M – – –
USCWA
773
U.S. Capital Wealth Advisors
Texas
$1.96M -$878K -17,842 -31%
PCA
774
Pallas Capital Advisors
Massachusetts
$1.94M +$1.94M +39,502 New
OC
775
Oarsman Capital
Wisconsin
$1.93M +$220K +4,466 +13%
29 30
31
32 33