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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 %
SP
1051
Symmetry Partners
Connecticut
$934K -$479K -9,678 -34%
HCP
1052
Hexagon Capital Partners
Arkansas
$933K +$157K +3,187 +20%
BBA
1053
BLB&B Advisors
Pennsylvania
$932K -$70K -1,423 -7%
AC
1054
Annandale Capital
Texas
$930K -$6.1K -124 -0.7%
SAG
1055
SageView Advisory Group
California
$930K +$584K +11,414 +169%
ESB
1056
Essex Savings Bank
Connecticut
$927K +$72.6K +1,475 +8%
MMHP
1057
Murphy Middleton Hinkle & Parker
Georgia
$925K -$492 -10 -0.1%
SL
1058
Sentry LLC
Tennessee
$925K -$9.84K -200 -1%
JIC
1059
Johnson Investment Counsel
Ohio
$922K -$47.6K -968 -5%
EWA
1060
EverSource Wealth Advisors
Alabama
$921K +$35.6K +723 +4%
QP
1061
Quilter Plc
United Kingdom
$920K +$5.53K +112 +0.6%
UWS
1062
Unique Wealth Strategies
Illinois
$918K +$918K +18,657 New
EFS
1063
Essex Financial Services
Connecticut
$916K -$377K -7,655 -29%
SPC
1064
Stewart & Patten Company
California
$912K -$29.5K -600 -3%
ET
1065
Equitable Trust
Tennessee
$908K +$485K +9,851 +114%
FPGT
1066
Financial Partners Group (Tennessee)
Tennessee
$907K +$19.7K +400 +2%
SAM
1067
Sompo Asset Management
Japan
$906K +$52.2K +1,060 +6%
1IA
1068
1834 Investment Advisors
Wisconsin
$903K -$239K -4,856 -21%
DG
1069
DMC Group
Alabama
$899K -$42.4K -861 -5%
FNT
1070
First National Trust
Pennsylvania
$897K – – –
BCM
1071
Brookstone Capital Management
Illinois
$896K -$4.77K -97 -0.5%
KCM
1072
Kanawha Capital Management
Virginia
$895K -$145K -2,951 -14%
EA
1073
Everpar Advisors
Oklahoma
$894K +$894K +18,167 New
Focus Partners Wealth
1074
Focus Partners Wealth
Massachusetts
$894K +$894K +18,154 New
LGA
1075
Lebenthal Global Advisors
New York
$892K -$541 -11 -0.1%
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