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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 %
FG
776
Foster Group
Iowa
$1.93M – – –
CI
777
Cigna Investments
Connecticut
$1.92M -$12.7K -259 -0.7%
FNA
778
First National Advisers
Nebraska
$1.91M +$703K +14,289 +58%
IWM
779
Iams Wealth Management
Nebraska
$1.91M -$156K -3,176 -8%
CCP
780
Cunning Capital Partners
North Carolina
$1.9M – – –
HA
781
Heartland Advisors
Wisconsin
$1.9M -$131K -2,657 -6%
CG
782
Caprock Group
Idaho
$1.89M +$26.3K +535 +1%
JFGIW
783
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M +$242K +4,920 +15%
AAM
784
Advisors Asset Management
Colorado
$1.88M +$205K +4,165 +12%
EWM
785
Evercore Wealth Management
New York
$1.87M -$12.1K -246 -0.6%
CDH
786
Charles D. Hyman
$1.87M -$95.9K -1,949 -5%
CAG
787
Crestwood Advisors Group
Massachusetts
$1.86M -$149K -3,036 -7%
QIM
788
Quantitative Investment Management
Virginia
$1.86M +$1.86M +37,727 New
TSWM
789
Triangle Securities Wealth Management
North Carolina
$1.85M -$31.9K -648 -2%
YC
790
Yarbrough Capital
Tennessee
$1.85M – – –
BCV
791
Banque Cantonale Vaudoise
Switzerland
$1.84M -$2.09M -42,393 -53%
DWA
792
Delap Wealth Advisory
Oregon
$1.84M +$938K +19,064 +104%
DI
793
DFPG Investments
Utah
$1.83M -$113K -2,322 -6%
HCP
794
Holt Capital Partners
Texas
$1.83M +$21.7K +440 +1%
SIG
795
Stonegate Investment Group
Alabama
$1.82M -$86.3K -1,753 -5%
WA
796
Waverly Advisors
Alabama
$1.81M +$1.02M +20,705 +129%
ACIM
797
Azimuth Capital Investment Management
Michigan
$1.81M +$9.7K +197 +0.5%
RPCONE
798
Retirement Planning Company of New England
Rhode Island
$1.81M +$30.4K +618 +2%
OCM
799
One Capital Management
California
$1.79M +$11.2K +228 +0.6%
KWS
800
Keystone Wealth Services
California
$1.78M +$105K +2,131 +6%
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