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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 %
PK
976
Pflug Koory
Nebraska
$1.11M -$4.92K -100 -0.4%
NCM
977
Narwhal Capital Management
Georgia
$1.11M -$426K -8,652 -28%
RPC
978
Rossmore Private Capital
Connecticut
$1.11M – – –
PTC
979
Private Trust Company
Ohio
$1.1M +$63.1K +1,281 +6%
WP
980
Westmount Partners
California
$1.1M -$25.1K -509 -2%
CTC
981
Cetera Trust Company
Minnesota
$1.1M +$1.1M +22,278 New
HT
982
HAP Trading
New York
$1.09M +$1.09M +22,219 New
PCM
983
Penserra Capital Management
California
$1.09M -$177K -3,599 -14%
PMG
984
Private Management Group
California
$1.09M +$24.6K +500 +2%
SC
985
Sawyer & Company
Massachusetts
$1.09M -$88.4K -1,796 -8%
LSAG
986
Lake Street Advisors Group
New Hampshire
$1.09M -$72.3K -1,468 -6%
RL
987
Ruffer LLP
United Kingdom
$1.08M – – –
CIC
988
Carnegie Investment Counsel
Ohio
$1.08M -$37.5K -761 -3%
PMA
989
Prudent Man Advisors
Illinois
$1.08M -$67.6K -1,374 -6%
JIP
990
Jaffetilchin Investment Partners
Florida
$1.08M -$22.7K -461 -2%
AIA
991
Affinity Investment Advisors
California
$1.08M -$85.1K -1,729 -7%
PCFFS
992
Pacific Center for Financial Services
California
$1.07M -$541 -11 -0.1%
RCM
993
RNC Capital Management
California
$1.07M -$2.12K -43 -0.2%
IAMOG
994
Investors Asset Management of Georgia
Georgia
$1.06M -$25.8K -527 -2%
GLLW
995
Graves Light Lenhart Wealth
Virginia
$1.06M +$197 +4 +0%
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$1.06M -$63.8K -1,297 -6%
SC
997
Sepio Capital
Utah
$1.05M +$8.32K +169 +0.8%
CC
998
Courier Capital
New York
$1.05M +$98 +2 +0%
SFA
999
Seneca Financial Advisors
New York
$1.05M – – –
VIM
1000
VELA Investment Management
Ohio
$1.04M +$98.1K +1,994 +10%
38 39
40
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