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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 %
CWS
1126
Cypress Wealth Services
California
$802K -$3.69K -75 -0.5%
JWA
1127
JFS Wealth Advisors
Pennsylvania
$801K -$14.7K -299 -2%
LI
1128
Lafayette Investments
Maryland
$800K -$73.8K -1,500 -8%
BFM
1129
Boothbay Fund Management
New York
$796K -$246K -4,999 -24%
KFSC
1130
Keystone Financial Services (Colorado)
Colorado
$793K +$3.74K +76 +0.5%
MCM
1131
Mainstay Capital Management
Michigan
$793K +$147K +2,981 +23%
FNWA
1132
Financial Network Wealth Advisors
Utah
$790K +$790K +16,046 New
FNBSF
1133
First National Bank Sioux Falls
South Dakota
$785K -$123K -2,500 -14%
NB
1134
Nicolet Bankshares
Wisconsin
$783K -$7.38K -150 -0.9%
AP
1135
Appleton Partners
Massachusetts
$783K -$49.9K -1,014 -6%
EW
1136
Element Wealth
Mississippi
$782K -$49 -1 -0%
SYBT
1137
Stock Yards Bank & Trust
Kentucky
$780K +$32.7K +665 +4%
FMLI
1138
Fukoku Mutual Life Insurance
Japan
$780K – – –
TCM
1139
Triumph Capital Management
Colorado
$780K -$201K -4,085 -21%
LS
1140
Livforsakringsbolaget Skandia
Sweden
$779K +$114K +2,311 +17%
ANTB
1141
AMG National Trust Bank
Colorado
$778K +$33.8K +687 +5%
RC
1142
Rovin Capital
Arizona
$776K +$144K +2,935 +23%
VWM
1143
VCI Wealth Management
Missouri
$773K +$773K +15,713 New
WA
1144
Wealth Alliance
New York
$768K +$58.9K +1,197 +8%
MFIM
1145
Mesirow Financial Investment Management
Illinois
$766K +$766K +15,570 New
BCA
1146
Bay Colony Advisors
Massachusetts
$764K +$77.5K +1,575 +11%
MHS
1147
M Holdings Securities
Oregon
$763K +$1.23K +25 +0.2%
CWM
1148
Circle Wealth Management
New Jersey
$763K -$79K -1,606 -9%
JFA
1149
JNBA Financial Advisors
Minnesota
$761K +$44.3K +900 +6%
BCM
1150
Becker Capital Management
Oregon
$760K +$12.8K +260 +2%
44 45
46
47 48