WFC icon

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 %
TNB
926
Thomasville National Bank
Georgia
$1.24M -$19.7K -401 -2%
AG
927
AIA Group
Hong Kong
$1.24M -$471K -9,575 -28%
OFS
928
OneAscent Financial Services
Alabama
$1.23M +$604K +12,269 +96%
PIC
929
PCJ Investment Counsel
Ontario, Canada
$1.23M -$1.25M -25,450 -50%
CGL
930
Clarius Group LLC
Washington
$1.23M -$5.86K -119 -0.5%
FFBTD
931
First Financial Bank - Trust Division
Ohio
$1.23M -$9.55K -194 -0.8%
TAM
932
Tealwood Asset Management
Minnesota
$1.22M +$16.7K +340 +1%
BCWM
933
Bartlett & Co Wealth Management
Ohio
$1.22M +$164K +3,311 +16%
CIA
934
Citadel Investment Advisory
Ohio
$1.22M -$42.9K -871 -3%
BC
935
Bartlett & Co
Ohio
$1.22M +$164K +3,311 +16%
CC
936
Cadinha & Co
Hawaii
$1.21M -$6.1K -124 -0.5%
FCBT
937
First Citizens Bank & Trust
North Carolina
$1.2M -$13.1K -267 -1%
BMM
938
Buffington Mohr McNeal
Idaho
$1.2M – – –
PB
939
Pinnacle Bancorp
Nebraska
$1.19M -$1.78M -36,129 -60%
IIC
940
Ironwood Investment Counsel
Arizona
$1.18M -$63.3K -1,287 -5%
NS
941
NBC Securities
Alabama
$1.18M -$41.8K -850 -3%
FBT
942
First Bank & Trust
South Dakota
$1.18M -$1.43K -29 -0.1%
GIA
943
GHP Investment Advisors
Colorado
$1.18M +$19.1K +388 +2%
MWM
944
Modera Wealth Management
New Jersey
$1.18M -$22.9K -465 -2%
MPAM
945
Murphy Pohlad Asset Management
Minnesota
$1.17M -$19.7K -400 -2%
IA
946
Insight Advisors
Pennsylvania
$1.17M +$2.22K +45 +0.2%
DTC
947
Davidson Trust Company
Washington
$1.17M +$38K +772 +3%
DWM
948
Drive Wealth Management
Utah
$1.17M -$29.2K -593 -2%
FHA
949
First Horizon Advisors
Tennessee
$1.17M -$45.1K -917 -4%
SBIA
950
Sheaff Brock Investment Advisors
Indiana
$1.17M +$295 +6 +0%
36 37
38
39 40