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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 %
MAM
851
Mystic Asset Management
Rhode Island
$1.53M -$20K -407 -1%
CC
852
Centiva Capital
New York
$1.53M -$3.97M -80,572 -72%
MWM
853
Massachusetts Wealth Management
Massachusetts
$1.53M -$53.3K -1,083 -3%
SIA
854
Schechter Investment Advisors
Michigan
$1.52M -$30.9K -627 -2%
VIM
855
Vista Investment Management
Pennsylvania
$1.52M -$3.35K -68 -0.2%
FWCM
856
Ferguson Wellman Capital Management
Oregon
$1.52M -$4.87K -99 -0.3%
FFS
857
Founders Financial Securities
Maryland
$1.51M -$10.6K -215 -0.7%
JFL
858
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.51M -$101K -2,051 -6%
A
859
AlphaQuest
New York
$1.5M +$1.5M +30,497 New
VFA
860
Voya Financial Advisors
Connecticut
$1.5M +$187K +3,785 +14%
WGAM
861
Wilkinson Global Asset Management
New York
$1.5M – – –
CCM
862
Chiron Capital Management
Florida
$1.48M -$452K -9,191 -23%
FIA
863
Foundations Investment Advisors
Arizona
$1.48M -$1.19M -24,421 -45%
NL
864
NVWM LLC
Pennsylvania
$1.48M -$9.65K -196 -0.6%
SSI
865
Scott & Selber Inc
Texas
$1.48M -$16.4K -333 -1%
NHC
866
Nicholas Hoffman & Company
Georgia
$1.48M -$79.7K -1,619 -5%
SCA
867
Stieven Capital Advisors
Missouri
$1.48M +$1.48M +30,000 New
DT
868
Diversified Trust
Tennessee
$1.48M +$52.5K +1,066 +4%
PA
869
Parallel Advisors
California
$1.47M -$348K -7,072 -19%
FSA
870
Fort Sheridan Advisors
Illinois
$1.47M – – –
MIC
871
Meridian Investment Counsel
California
$1.46M – – –
RCAG
872
Rehmann Capital Advisory Group
Michigan
$1.46M +$20.6K +418 +1%
SCM
873
Sterneck Capital Management
Missouri
$1.46M -$30.8K -625 -2%
SWM
874
Shelton Wealth Management
Texas
$1.45M +$1.43K +29 +0.1%
OAM
875
Ostrum Asset Management
France
$1.44M +$205K +4,160 +17%
33 34
35
36 37