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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 %
AW
1101
Avion Wealth
Texas
$849K -$197 -4 -0%
CC
1102
Chicago Capital
Illinois
$845K – – –
SN
1103
Sittner & Nelson
Oregon
$843K -$51.1K -1,038 -6%
GFA
1104
Gallagher Fiduciary Advisors
Illinois
$842K -$56.7K -1,151 -6%
WAG
1105
Wallace Advisory Group
California
$842K +$389K +9,526 +86%
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$841K -$25.5K -519 -3%
FPAS
1107
Focus Partners Advisor Solutions
Missouri
$840K -$32.2K -654 -4%
FFA
1108
Fragasso Financial Advisors
Pennsylvania
$837K -$137K -2,792 -14%
MW
1109
Marcum Wealth
Ohio
$831K +$69.3K +1,407 +9%
MA
1110
Mutual Advisors
Nebraska
$829K -$29.1K -592 -3%
GAG
1111
GM Advisory Group
New York
$826K +$22.2K +451 +3%
MG
1112
Mather Group
Illinois
$824K -$117K -2,369 -12%
GPA
1113
Garrison Point Advisors
California
$823K – – –
BCM
1114
Boltwood Capital Management
California
$822K – – –
SIA
1115
Strategic Investment Advisors
Michigan
$822K -$61.2K -1,244 -7%
CIA
1116
Cascade Investment Advisors
Oregon
$817K – – –
VCAM
1117
Van Cleef Asset Management
Ohio
$816K +$492K +10,001 +152%
PFSC
1118
Peoples Financial Services Corp
Pennsylvania
$813K – – –
ACA
1119
Aptus Capital Advisors
Alabama
$812K +$21.4K +435 +3%
LF
1120
Lantz Financial
Illinois
$811K +$4.77K +97 +0.6%
DWA
1121
Douglass Winthrop Advisors
New York
$807K – – –
KMWM
1122
Keudell/Morrison Wealth Management
Oregon
$807K -$1.77K -36 -0.2%
PA
1123
Perennial Advisors
New York
$806K -$443 -9 -0.1%
T
1124
TOBAM
France
$805K -$81.4K -1,653 -9%
HBT
1125
Heartland Bank & Trust
Illinois
$804K -$29.6K -602 -4%
43 44
45
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