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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
31.26%
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
1
Morgan Stanley
New York
$3.93B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.55B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.6B
4
Deutsche Bank
4
Deutsche Bank
Germany
$639M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$926M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.51B
2
Millennium Management
2
Millennium Management
New York
$191M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.25B
4
Capital International Investors
4
Capital International Investors
California
$3.2B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$192M -$7.61M -154,634 -4%
Millennium Management
77
Millennium Management
New York
$191M -$239M -4,860,214 -56%
MIS
78
Morningstar Investment Services
Illinois
$190M +$96.6M +1,951,477 +104%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$188M +$11M +223,914 +6%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$187M +$9.66M +196,297 +5%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$183M -$26.8M -544,677 -13%
PAM
82
Panagora Asset Management
Massachusetts
$180M +$10M +203,588 +6%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$179M +$10.6M +218,141 +6%
Franklin Resources
84
Franklin Resources
California
$176M -$14.6M -296,952 -8%
Citigroup
85
Citigroup
New York
$174M +$29.1M +591,177 +20%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$174M -$5.42M -110,100 -3%
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$172M +$82.4M +1,673,917 +92%
AIM
88
Artemis Investment Management
United Kingdom
$163M +$76.3M +1,549,979 +88%
RJA
89
Raymond James & Associates
Florida
$160M +$13.6M +276,260 +9%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$159M +$5.82M +118,152 +4%
CF
91
Canoe Financial
Alberta, Canada
$146M +$28.7M +582,570 +24%
CI Investments Inc
92
CI Investments Inc
Ontario, Canada
$146M -$4.28M -87,006 -3%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$145M -$1.32M -26,731 -0.9%
MIP
94
Mondrian Investment Partners
United Kingdom
$143M -$14.1M -285,601 -9%
Allianz Asset Management
95
Allianz Asset Management
Germany
$142M +$2M +40,556 +1%
MPI
96
Mairs & Power Inc
Minnesota
$137M -$4.83M -98,134 -3%
Stifel Financial
97
Stifel Financial
Missouri
$132M +$6.56M +133,299 +5%
HighTower Advisors
98
HighTower Advisors
Illinois
$128M +$839K +17,059 +0.7%
US Bancorp
99
US Bancorp
Minnesota
$127M -$1.97M -39,932 -2%
EIC
100
Equity Investment Corp
Georgia
$126M -$1.16M -23,565 -0.9%
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4
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