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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 %
KJWM
1201
Kiley Juergens Wealth Management
Washington
$676K -$28.8K -585 -4%
HFM
1202
Hartford Funds Management
Pennsylvania
$675K +$675K +13,709 New
SWM
1203
Shakespeare Wealth Management
Wisconsin
$675K – – –
PWM
1204
Purus Wealth Management
California
$674K +$23.2K +471 +4%
PGIM
1205
Pacific Global Investment Management
California
$673K +$79.7K +1,620 +13%
FCI
1206
Financial Counselors Inc
Kansas
$672K -$278K -5,649 -29%
WSTAM
1207
Wilbanks Smith & Thomas Asset Management
Virginia
$671K -$105K -2,128 -13%
NCM
1208
Neumann Capital Management
California
$670K – – –
RIA
1209
Richwood Investment Advisors
Ohio
$670K -$40.2K -816 -6%
HWAM
1210
Hennion & Walsh Asset Management
New Jersey
$666K -$53.8K -1,094 -7%
BFA
1211
Bragg Financial Advisors
North Carolina
$666K -$47.9K -974 -7%
CPA
1212
Cardiff Park Advisors
California
$664K +$1.03K +21 +0.2%
JCM
1213
Jacobi Capital Management
Pennsylvania
$661K +$1.87K +38 +0.3%
CWM
1214
C2C Wealth Management
Arizona
$661K -$94.4K -1,907 -12%
MIA
1215
MeadowBrook Investment Advisors
Michigan
$657K +$657K +13,355 New
VWM
1216
Vivid Wealth Management
Iowa
$656K +$656K +13,322 New
KC
1217
Knuff & Co
California
$655K – – –
LIM
1218
Longfellow Investment Management
Massachusetts
$652K +$652K +13,240 New
NSAM
1219
North Star Asset Management
Wisconsin
$651K – – –
OA
1220
Operose Advisors
Wisconsin
$651K -$142K -2,886 -18%
WBCM
1221
Wilson & Boucher Capital Management
California
$649K – – –
EA
1222
Eclectic Associates
California
$649K -$42.1K -856 -6%
WAM
1223
Weatherly Asset Management
California
$648K – – –
HWP
1224
Highline Wealth Partners
California
$647K – – –
WA1
1225
Wimmer Associates 1
California
$647K – – –
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