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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 %
MIFH
1001
Migdal Insurance & Financial Holdings
Israel
$1.04M -$333K -6,751 -24%
BTI
1002
Blue Trust Inc
Georgia
$1.03M +$64.3K +1,574 +7%
BIG
1003
Brooklyn Investment Group
New York
$1.03M +$1.03M +20,949 New
GI
1004
GAMMA Investing
California
$1.03M +$1.03M +20,525 New
AI
1005
Atom Investors
Texas
$1.03M -$2.37M -48,100 -70%
KIG
1006
Kennedy Investment Group
New Jersey
$1.03M -$15K -304 -1%
SIC
1007
Salem Investment Counselors
North Carolina
$1.03M -$15.9K -324 -2%
Fisher Asset Management
1008
Fisher Asset Management
Washington
$1.03M -$161K -3,264 -14%
WCM
1009
Winthrop Capital Management
Indiana
$1.02M +$1.02M +20,742 New
HSA
1010
HBK Sorce Advisory
Pennsylvania
$1.01M -$86.5K -1,757 -8%
LC
1011
Lindbrook Capital
California
$1.01M +$29.1K +592 +3%
EM
1012
Excalibur Management
Massachusetts
$1.01M -$47.8K -972 -5%
AC
1013
Apella Capital
Connecticut
$1.01M +$221K +4,484 +28%
LCAM
1014
London & Capital Asset Management
United Kingdom
$1.01M – – –
CIAS
1015
Capital Investment Advisory Services
North Carolina
$1M -$30.1K -612 -3%
TCM
1016
Telos Capital Management
California
$1M – – –
PCS
1017
Personal CFO Solutions
New Jersey
$1M +$180K +3,658 +22%
CFG
1018
Citizens Financial Group
Rhode Island
$1M +$378K +7,673 +60%
MSR
1019
Main Street Research
Connecticut
$1M +$38.4K +780 +4%
SRC
1020
Sage Rhino Capital
California
$1M -$49 -1 -0%
ZIC
1021
ZWJ Investment Counsel
Georgia
$999K – – –
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$999K +$107K +2,174 +12%
XF
1023
XML Financial
Maryland
$999K +$59.6K +1,210 +6%
CI
1024
CX Institutional
Indiana
$998K +$10.7K +217 +1%
PAS
1025
Point72 Asia (Singapore)
Singapore
$998K +$998K +20,270 New
39 40
41
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