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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 %
SWS
826
SYSTM Wealth Solutions
Illinois
$1.61M -$79.6K -1,617 -5%
FRM
827
Fox Run Management
Connecticut
$1.61M +$1.61M +32,626 New
EI
828
Ethic Inc
New York
$1.6M +$565K +11,486 +54%
NCM
829
Northwest Capital Management
Oregon
$1.6M -$26.6K -541 -2%
CA
830
Cullinan Associates
Kentucky
$1.6M +$788K +16,000 +97%
BOSSRA
831
B.O.S.S. Retirement Advisors
Utah
$1.59M -$28.2K -573 -2%
SWM
832
SeaCrest Wealth Management
New York
$1.59M +$102K +2,050 +7%
SACTSONJ
833
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.58M – – –
JIC
834
Joel Isaacson & Co
New York
$1.58M +$205K +4,164 +15%
ACL
835
Applied Capital LLC
Florida
$1.58M -$14.5K -294 -0.9%
DPIM
836
Duff & Phelps Investment Management
Illinois
$1.58M – – –
CIA
837
Concurrent Investment Advisors
Florida
$1.58M +$1.58M +32,090 New
AA
838
AF Advisors
California
$1.58M – – –
CCM
839
Carlson Capital Management
Minnesota
$1.58M -$68.7K -1,396 -4%
WB
840
WesBanco Bank
West Virginia
$1.58M -$535K -10,871 -25%
MAWCM
841
Mine & Arao Wealth Creation & Management
California
$1.57M -$30.6K -621 -2%
VA
842
Vident Advisory
Georgia
$1.57M +$109K +2,219 +7%
SSW
843
Smith Shellnut Wilson
Mississippi
$1.57M – – –
SCM
844
Silvant Capital Management
Georgia
$1.57M -$221K -4,482 -12%
CCM
845
Coldstream Capital Management
Washington
$1.57M -$10.6K -215 -0.7%
GIP
846
Granite Investment Partners
California
$1.55M – – –
GCA
847
Greenwood Capital Associates
South Carolina
$1.55M +$4.13K +84 +0.3%
JWCA
848
J.W. Cole Advisors
Florida
$1.54M +$17.2K +349 +1%
CI
849
Conning Inc
Connecticut
$1.54M -$4.18K -85 -0.3%
GC
850
Grimes & Company
Massachusetts
$1.53M +$151K +3,072 +11%
32 33
34
35 36