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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 %
RMC
876
Resources Management Corp
Connecticut
$1.44M -$40.6K -825 -3%
SPC
877
Sigma Planning Corp
Michigan
$1.43M -$1.93M -39,167 -57%
TWM
878
Tradition Wealth Management
Minnesota
$1.42M -$102K -2,063 -7%
WKWM
879
Walter & Keenan Wealth Management
Indiana
$1.42M -$145K -2,954 -9%
ECM
880
Evergreen Capital Management
Washington
$1.42M +$289K +5,863 +26%
AA
881
Ancora Advisors
Ohio
$1.41M -$360K -7,305 -20%
DIG
882
DeepCurrents Investment Group
New York
$1.4M -$1.57M -31,922 -53%
H
883
HoyleCohen
California
$1.4M +$77.2K +1,569 +6%
BFIM
884
Beese Fulmer Investment Management
Ohio
$1.39M -$429K -8,720 -24%
IAN
885
Integrated Advisors Network
Texas
$1.39M +$80.6K +1,637 +6%
NEWAS
886
N.E.W. Advisory Services
Wisconsin
$1.38M +$6.65K +135 +0.5%
EHC
887
Everett Harris & Co
California
$1.38M -$53.1K -1,078 -4%
CWM
888
Chemistry Wealth Management
New York
$1.37M -$14K -285 -1%
PP
889
Pacifica Partners
Canada
$1.37M +$846K +19,010 +162%
JWM
890
Jeppson Wealth Management
California
$1.36M -$17.1K -347 -1%
MIM
891
Marco Investment Management
Georgia
$1.36M -$36K -732 -3%
EML
892
Eos Management LP
New York
$1.35M – – –
NAS
893
Nicolet Advisory Services
Wisconsin
$1.35M -$3.63M -72,658 -73%
BAAM
894
Baker Avenue Asset Management
California
$1.34M -$88.5K -1,798 -6%
NCM
895
Northside Capital Management
Oregon
$1.34M – – –
MPIA
896
Mountain Pacific Investment Advisers
Idaho
$1.33M -$59.1K -1,200 -4%
HI
897
Harbour Investments
Wisconsin
$1.32M +$152K +3,096 +13%
BFEC
898
Benjamin F. Edwards & Company
Missouri
$1.32M -$573K -11,631 -30%
TFA
899
Trinity Financial Advisors
Ohio
$1.32M -$281K -5,710 -18%
FG
900
Fiduciary Group
Georgia
$1.32M -$53.4K -1,085 -4%
34 35
36
37 38