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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 %
ROTUOC
1076
Regents of the University of California
California
$891K – – –
JCIA
1077
Jackson Creek Investment Advisors
Colorado
$890K -$16.9K -344 -2%
BOC
1078
Barbara Oil Co
Illinois
$886K – – –
RVPG
1079
Relative Value Partners Group
$886K -$4.09K -83 -0.5%
DI
1080
Diligent Investors
California
$883K +$1.58K +32 +0.2%
VCA
1081
Verdence Capital Advisors
Maryland
$883K -$184K -3,729 -17%
CWM
1082
Cornerstone Wealth Management
Missouri
$883K -$76.6K -1,557 -8%
RIG
1083
Ramiah Investment Group
Wisconsin
$882K -$47.7K -970 -5%
WA
1084
WP Advisors
California
$880K -$14.1K -286 -2%
PWP
1085
Principle Wealth Partners
Connecticut
$875K -$2.17K -44 -0.2%
GIP
1086
Greatmark Investment Partners
Georgia
$872K +$18.4K +374 +2%
GAM
1087
Gotham Asset Management
New York
$871K -$61.6K -1,251 -7%
WBG
1088
Wharton Business Group
Pennsylvania
$871K -$14.8K -300 -2%
SFG
1089
Summit Financial Group
West Virginia
$868K – – –
IF
1090
Intrua Financial
Texas
$867K +$48.8K +992 +6%
PAM
1091
Palisade Asset Management
Minnesota
$867K -$886 -18 -0.1%
1SB
1092
1ST Source Bank
Indiana
$865K – – –
AF
1093
Advisornet Financial
Minnesota
$860K +$65.2K +1,325 +8%
LPAM
1094
Lodestar Private Asset Management
California
$860K -$252K -5,124 -23%
PFA
1095
Pure Financial Advisors
California
$856K +$108K +2,199 +14%
IVP
1096
Intrinsic Value Partners
Arizona
$852K -$6.4K -130 -0.7%
SIM
1097
Studio Investment Management
Illinois
$852K +$348K +7,068 +69%
LD
1098
Lipe & Dalton
New York
$852K – – –
VSQM
1099
V-Square Quantitative Management
Illinois
$851K +$624K +12,673 +274%
LI
1100
LMCG Investments
Massachusetts
$849K -$10.7K -218 -1%
42 43
44
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