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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 %
ACM
901
AlphaStar Capital Management
North Carolina
$1.31M +$239K +4,857 +22%
AA
902
ALPS Advisors
Colorado
$1.31M +$145K +2,939 +12%
NRS
903
Neville Rodie & Shaw
New York
$1.31M – – –
WIS
904
Wright Investors Service
Connecticut
$1.3M -$8.56K -174 -0.7%
AA
905
Argent Advisors
Louisiana
$1.3M +$8.32K +169 +0.6%
RIL
906
Rothschild Investment LLC
Illinois
$1.3M +$39.2K +797 +3%
AL
907
Aspiriant LLC
California
$1.3M -$39.8K -809 -3%
NG
908
Norden Group
Utah
$1.3M -$203K -4,134 -14%
CNBTD
909
Citizens National Bank Trust Department
Mississippi
$1.29M -$62.5K -1,270 -5%
SAM
910
Shell Asset Management
Netherlands
$1.28M -$1.85M -37,606 -59%
IIA
911
IPG Investment Advisors
California
$1.28M +$650K +13,209 +104%
CPIG
912
Chicago Partners Investment Group
Illinois
$1.28M -$24K -485 -2%
RIA
913
Realta Investment Advisors
Delaware
$1.27M -$24.7K -502 -2%
SIM
914
Sterling Investment Management
Arizona
$1.27M -$27.1K -550 -2%
WI
915
WrapManager Inc
California
$1.27M -$7.29K -148 -0.6%
LWM
916
LJI Wealth Management
Indiana
$1.27M -$5.37K -109 -0.4%
TPWA
917
TRUE Private Wealth Advisors
Oregon
$1.27M -$1.48K -30 -0.1%
HIC
918
Holderness Investments Company
North Carolina
$1.26M +$640 +13 +0.1%
TCOT
919
Trust Company of Toledo
Ohio
$1.26M +$1.48K +30 +0.1%
SPG
920
Strategic Planning Group
Utah
$1.26M +$1.26M +25,544 New
PP
921
Paloma Partners
Connecticut
$1.26M +$1.26M +25,503 New
WTC
922
WhitTier Trust Company
Nevada
$1.25M -$195K -3,970 -13%
VNA
923
Valley National Advisers
Pennsylvania
$1.25M +$51K +1,037 +4%
ICM
924
Islay Capital Management
Texas
$1.25M +$1.13M +22,915 +917%
GFP
925
Gryphon Financial Partners
Ohio
$1.25M +$602K +12,778 +93%
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37
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