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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 %
NWM
1176
Northwest Wealth Management
Iowa
$719K -$36.7K -746 -5%
DWM
1177
Dakota Wealth Management
Florida
$718K -$59.1K -1,200 -8%
SIM
1178
Sentry Investment Management
Wisconsin
$716K -$327K -6,655 -31%
BTW
1179
Boston Trust Walden
Massachusetts
$714K – – –
AC
1180
Abbrea Capital
California
$710K -$45.5K -923 -6%
MTC
1181
McDaniel Terry & Co
Texas
$709K -$19.7K -400 -3%
AM
1182
AGF Management
Ontario, Canada
$707K +$186K +3,780 +36%
ISL
1183
Ingalls & Snyder LLC
New York
$706K -$98 -2 -0%
AWA
1184
Arkadios Wealth Advisors
Georgia
$706K -$49.7K -1,010 -7%
JSL
1185
JT Stratford LLC
Georgia
$705K -$10.8K -220 -2%
PWLP
1186
Prio Wealth Limited Partnership
Massachusetts
$704K +$11.5K +233 +2%
LF
1187
LifeSteps Financial
California
$704K +$197 +4 +0%
GI
1188
Gradient Investments
Minnesota
$702K +$2.41K +49 +0.3%
MCM
1189
MV Capital Management
Maryland
$699K +$29.6K +601 +4%
QPWM
1190
Quadrant Private Wealth Management
Pennsylvania
$695K +$7.19K +146 +1%
BMA
1191
Brooks Moore & Associates
Tennessee
$694K – – –
LAM
1192
L2 Asset Management
Massachusetts
$690K +$621K +12,611 +892%
CIG
1193
Cullen Investment Group
Louisiana
$688K +$688K +13,988 New
OCM
1194
Osterweis Capital Management
California
$684K – – –
AFG
1195
Atomi Financial Group
New York
$682K +$682K +13,858 New
FCA
1196
FinTrust Capital Advisors
South Carolina
$682K +$27.7K +562 +4%
PCM
1197
Pointe Capital Management
Michigan
$682K +$6.45K +131 +1%
CIA
1198
Cladis Investment Advisory
Montana
$680K – – –
PNC
1199
Park National Corp
Ohio
$678K -$25.4K -517 -4%
FW
1200
FirstPurpose Wealth
Utah
$676K +$4.87K +99 +0.7%
46 47
48
49 50