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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 %
WWM
1026
Western Wealth Management
Colorado
$996K -$17.8K -362 -2%
MMA
1027
Miracle Mile Advisors
California
$995K -$181K -3,672 -15%
LIA
1028
LS Investment Advisors
Michigan
$995K – – –
PWG
1029
Private Wealth Group
Florida
$990K – – –
LF
1030
LifePlan Financial
Minnesota
$989K +$989K +20,095 New
HA
1031
Harbor Advisors
Florida
$984K – – –
LA
1032
LexAurum Advisors
Kansas
$982K -$21.9K -445 -2%
CRWM
1033
Castle Rock Wealth Management
California
$975K +$150 +3 +0%
CAG
1034
Csenge Advisory Group
Florida
$975K -$45.4K -923 -4%
BL
1035
Balentine LLC
Georgia
$974K +$465K +9,450 +91%
AWA
1036
Arete Wealth Advisors
Illinois
$971K +$16.3K +343 +2%
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$970K -$41.9K -852 -4%
SWM
1038
Spire Wealth Management
Virginia
$968K +$4.81K +100 +0.5%
FPB
1039
First PREMIER Bank
South Dakota
$968K – – –
BB
1040
Busey Bank
Illinois
$967K – – –
CAM
1041
Chou Associates Management
Ontario, Canada
$962K – – –
CCG
1042
Ceeto Capital Group
Florida
$960K +$148K +3,000 +18%
IWM
1043
IHT Wealth Management
Illinois
$957K -$104K -2,121 -10%
IRC
1044
Investors Research Corp
Georgia
$957K -$19K -387 -2%
BAMF
1045
BI Asset Management Fondsmaeglerselskab
Denmark
$953K -$501K -10,187 -34%
AI
1046
Accredited Investors
Minnesota
$944K -$60.9K -1,238 -6%
BCFD
1047
Boit C.F. David
$943K – – –
BCM
1048
BlueCrest Capital Management
Jersey
$936K -$2.05M -41,745 -69%
FGI
1049
Foresight Global Investors
New York
$936K -$168K -3,423 -15%
AP
1050
Americana Partners
Texas
$935K -$248K -3,719 -21%
40 41
42
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