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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 %
ECG
1151
Edge Capital Group
Georgia
$757K -$16.6K -337 -2%
GC
1152
Gilbert & Cook
Iowa
$754K -$24.6K -500 -3%
BCG
1153
Breakwater Capital Group
New Jersey
$750K +$87.3K +1,798 +13%
SCA
1154
Sippican Capital Advisors
Massachusetts
$750K +$342K +6,940 +84%
BWCS
1155
Beirne Wealth Consulting Services
Connecticut
$747K +$747K +15,168 New
IWA
1156
IVC Wealth Advisors
Pennsylvania
$745K -$121K -2,467 -14%
HCM
1157
Hutner Capital Management
Vermont
$745K -$62K -1,260 -8%
WPW
1158
Waldron Private Wealth
Pennsylvania
$739K +$108K +2,203 +17%
CT
1159
Cambridge Trust
Massachusetts
$739K -$13.2K -268 -2%
GL
1160
Graypoint LLC
New York
$738K +$101K +2,052 +16%
JWM
1161
Jupiter Wealth Management
Colorado
$738K – – –
AIIMS
1162
Analyst IMS Investment Management Services
Israel
$738K -$125K -2,533 -14%
AIM
1163
Anchor Investment Management
South Carolina
$737K +$3.94K +80 +0.5%
RWP
1164
Ridgecrest Wealth Partners
California
$737K -$18.4K -373 -2%
HCM
1165
Highlander Capital Management
New Jersey
$737K +$44.2K +897 +6%
NSIM
1166
North Star Investment Management
Illinois
$736K -$145K -2,936 -16%
Jones Financial Companies
1167
Jones Financial Companies
Missouri
$733K +$179K +3,629 +32%
PRC
1168
Pearl River Capital
Michigan
$730K +$730K +14,835 New
SSB
1169
Sandy Spring Bank
Maryland
$729K +$274K +5,557 +60%
MIM
1170
MTM Investment Management
South Carolina
$729K +$729K +14,806 New
QWP
1171
Quotient Wealth Partners
Texas
$728K +$728K +14,788 New
MWM
1172
Meridian Wealth Management
Kentucky
$727K -$46.9K -953 -6%
SWM
1173
Segment Wealth Management
Texas
$722K +$722K +14,667 New
WG
1174
Welch Group
Alabama
$722K +$74K +1,503 +11%
VPP
1175
Vertex Planning Partners
Illinois
$720K +$52.4K +1,065 +8%
45 46
47
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