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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 %
AC
801
Avestar Capital
New York
$1.78M +$67K +1,362 +4%
SC
802
Syon Capital
California
$1.77M +$970K +19,700 +121%
VVP
803
Venture Visionary Partners
Ohio
$1.76M +$195K +3,970 +13%
BJL
804
Brighton Jones LLC
Washington
$1.76M +$91.7K +1,863 +6%
BHCM
805
Brevan Howard Capital Management
Jersey
$1.74M +$1.74M +35,435 New
MOS
806
MGO One Seven
Ohio
$1.74M +$76.9K +1,562 +5%
MAM
807
Marotta Asset Management
Virginia
$1.73M – – –
PWA
808
Providence Wealth Advisors
Illinois
$1.73M +$301K +2,957 +21%
PAM
809
Peak Asset Management
Colorado
$1.72M -$21.2K -430 -1%
MNBTD
810
Moody National Bank Trust Division
Texas
$1.71M -$1.92M -39,102 -53%
ACI
811
Alpha Cubed Investments
California
$1.71M -$192K -3,900 -10%
AAM
812
Auxier Asset Management
Oregon
$1.71M -$137K -2,775 -7%
AMM
813
American Money Management
California
$1.7M -$59.8K -1,215 -3%
CAM
814
Carret Asset Management
New York
$1.69M -$1.62K -33 -0.1%
CCB
815
Country Club Bank
Missouri
$1.68M -$14.7K -297 -0.9%
HAG
816
HF Advisory Group
Maryland
$1.68M +$69.7K +1,417 +4%
MIM
817
Miller Investment Management
Pennsylvania
$1.68M -$202K -4,100 -11%
EH
818
Equitable Holdings
New York
$1.68M -$417K -8,469 -20%
LAM
819
Lummis Asset Management
Texas
$1.67M +$1.67M +34,009 New
CSC
820
Cove Street Capital
California
$1.67M -$73.8K -1,500 -4%
BP
821
Ballentine Partners
Massachusetts
$1.67M +$623K +12,665 +60%
BSI
822
Bennett Selby Investments
Maine
$1.67M -$15.2K -309 -0.9%
FFO
823
Fiduciary Family Office
Florida
$1.64M +$1.64M +33,398 New
CA
824
Continuum Advisory
Idaho
$1.64M +$25.4K +516 +2%
PWPS
825
Pinnacle Wealth Planning Services
Ohio
$1.63M -$3.5K -71 -0.2%
31 32
33
34 35