WFC icon

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 %
CCM
1251
Chilton Capital Management
Texas
$610K -$12.7K -259 -2%
DMBA
1252
Deseret Mutual Benefit Administrators
Utah
$605K -$196K -3,987 -24%
FPWM
1253
FSB Premier Wealth Management
Iowa
$603K +$95K +1,931 +19%
PWMAG
1254
Pinnacle Wealth Management Advisory Group
New Jersey
$603K +$12.1K +246 +2%
CW
1255
Connectus Wealth
Ohio
$602K +$33.4K +679 +6%
JC
1256
Jacobs & Co
California
$598K -$11.1K -225 -2%
Fayez Sarofim & Co
1257
Fayez Sarofim & Co
Texas
$597K – – –
SSA
1258
Sierra Summit Advisors
Nevada
$597K +$597K +12,134 New
CCIA
1259
Campbell & Co Investment Adviser
Maryland
$594K +$594K +12,073 New
KLCM
1260
KG&L Capital Management
Louisiana
$593K -$1.63M -34,932 -73%
CG
1261
Cutler Group
California
$593K -$1.94M -39,392 -77%
ZB
1262
Zions Bancorporation
Utah
$587K +$14.8K +300 +3%
FTC
1263
Farmers Trust Company
Ohio
$586K -$6.15K -125 -1%
RCG
1264
Resource Consulting Group
Florida
$586K +$586K +11,896 New
Members Trust
1265
Members Trust
Florida
$584K +$245K +4,950 +72%
RT
1266
Rockland Trust
Massachusetts
$584K -$102K -2,077 -15%
CA
1267
Commerzbank Aktiengesellschaft
Germany
$582K +$582K +11,825 New
GCS
1268
Gordian Capital (Singapore)
Singapore
$581K – – –
PA
1269
PFW Advisors
Georgia
$579K +$36.4K +739 +7%
SC
1270
Sapient Capital
Indiana
$576K +$576K +11,708 New
QWM
1271
Quadcap Wealth Management
Texas
$576K +$576K +11,703 New
BP
1272
BBR Partners
New York
$574K -$316K -6,429 -36%
CCWM
1273
Correct Capital Wealth Management
Missouri
$573K +$573K +11,651 New
LCM
1274
Leisure Capital Management
California
$573K -$7.92K -161 -1%
ATFA
1275
All Terrain Financial Advisors
Minnesota
$573K – – –
49 50
51
52 53