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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 %
FCP
951
Fidelis Capital Partners
Florida
$1.16M -$245K -4,986 -17%
LIM
952
Leavell Investment Management
Alabama
$1.16M -$203K -4,120 -15%
TCPWM
953
Traverso Chambers Private Wealth Management
California
$1.16M +$148 +3 +0%
DPAM
954
Degroof Petercam Asset Management
Belgium
$1.16M +$1.16M +23,500 New
SAM
955
Silvercrest Asset Management
New York
$1.16M -$243K -4,931 -17%
CM
956
Cercano Management
Washington
$1.16M – – –
SS
957
Sunbelt Securities
Texas
$1.15M +$28.4K +578 +3%
GC
958
GFG Capital
Florida
$1.15M +$3.35K +68 +0.3%
AIC
959
Argus Investors Counsel
New York
$1.15M +$984 +20 +0.1%
FCCM
960
First City Capital Management
Georgia
$1.15M +$38.6K +785 +3%
LWANC
961
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.15M +$88.7K +1,803 +8%
WT
962
Washington Trust
Rhode Island
$1.14M +$19.6K +399 +2%
MC
963
Martin & Co
Tennessee
$1.14M -$52.3K -1,063 -4%
APC
964
Aspire Private Capital
North Carolina
$1.13M +$33.4K +678 +3%
WCM
965
Wunderlich Capital Managemnt
Tennessee
$1.13M +$67.9K +1,379 +6%
FMTC
966
Farmers & Merchants Trust Company
California
$1.13M -$10.2K -208 -0.9%
AP
967
Adero Partners
California
$1.12M -$704K -14,297 -38%
LCM
968
Lazari Capital Management
California
$1.12M +$9.94K +202 +0.9%
FB
969
Fulton Bank
Pennsylvania
$1.12M -$97K -1,970 -8%
LI
970
Louisbourg Investments
New Brunswick, Canada
$1.12M +$1.12M +29,322 New
GLR
971
Great Lakes Retirement
Ohio
$1.12M +$984 +20 +0.1%
CWM
972
Congress Wealth Management
Massachusetts
$1.12M -$492 -10 -0%
GVAG
973
Great Valley Advisor Group
Delaware
$1.11M +$200K +4,053 +22%
SIA
974
Soltis Investment Advisors
Utah
$1.11M -$4.67M -94,804 -81%
MGIA
975
Moneta Group Investment Advisors
Missouri
$1.11M -$35.4K -720 -3%
37 38
39
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