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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 %
AIM
1226
Aigen Investment Management
New York
$646K -$1.67M -33,987 -72%
OWA
1227
One Wealth Advisors
California
$645K -$707K -14,364 -52%
GS
1228
Gagnon Securities
New York
$643K – – –
WAP
1229
Wealthcare Advisory Partners
Pennsylvania
$641K +$34.7K +706 +6%
AWAU
1230
Alliance Wealth Advisors (Utah)
Utah
$640K -$79.5K -1,616 -11%
AIA
1231
AIMZ Investment Advisors
California
$640K -$20.4K -414 -3%
9WM
1232
9258 Wealth Management
Ohio
$638K +$25.4K +516 +4%
CWP
1233
Concord Wealth Partners
Virginia
$638K -$182K -3,695 -22%
CA
1234
Claro Advisors
Massachusetts
$638K -$89.7K -1,822 -12%
APP
1235
Avantax Planning Partners
Iowa
$633K -$440K -8,943 -41%
HH
1236
Hilltop Holdings
Texas
$630K -$5.86K -119 -0.9%
FLI
1237
Family Legacy Inc
South Carolina
$630K – – –
HWMA
1238
Heritage Wealth Management (Arizona)
Arizona
$630K +$630K +12,793 New
LCWP
1239
Legacy Capital Wealth Partners
Arkansas
$626K -$14.3K -291 -2%
BAM
1240
Belpointe Asset Management
Nevada
$625K -$2.51K -51 -0.4%
CA
1241
Carson Advisory
Georgia
$624K -$16.4K -333 -3%
MBT
1242
Montecito Bank & Trust
California
$623K -$38.1K -775 -6%
PWMG
1243
Prestige Wealth Management Group
New Jersey
$622K +$62K +1,259 +11%
OWP
1244
Obermeyer Wealth Partners
Colorado
$622K – – –
AC
1245
Allstate Corporation
Illinois
$621K -$15.8K -322 -2%
TFA
1246
Tranquilli Financial Advisor
New Jersey
$620K +$47.4K +964 +8%
PWW
1247
Pettyjohn Wood & White
Virginia
$620K -$35.1K -714 -5%
CFGS
1248
Concourse Financial Group Securities
Alabama
$619K -$9.25K -188 -1%
BBNA
1249
Bremer Bank National Association
Minnesota
$615K -$321K -6,524 -34%
WI
1250
Wintrust Investments
Illinois
$612K -$18.7K -379 -3%
48 49
50
51 52