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 %
FTWA
1276
Fifth Third Wealth Advisors
Ohio
$570K +$68.2K +1,386 +14%
SCM
1277
Sebold Capital Management
Illinois
$567K -$49.2K -1,000 -8%
BIM
1278
Bridges Investment Management
Nebraska
$566K -$64.3K -1,307 -10%
FFA
1279
Farther Finance Advisors
California
$564K +$252K +5,118 +81%
SFG
1280
StrategIQ Financial Group
Indiana
$564K -$18.9K -383 -3%
SCTC
1281
Sanibel Captiva Trust Company
Florida
$563K +$563K +11,442 New
HWA
1282
HCR Wealth Advisors
California
$561K +$59.8K +1,215 +12%
EFS
1283
Econ Financial Services
Pennsylvania
$561K -$1.69M -34,239 -75%
PIA
1284
Perennial Investment Advisors
California
$559K -$24.9K -505 -4%
LFA
1285
Legacy Financial Advisors
Kentucky
$557K -$20.1K -408 -3%
CA
1286
Cumberland Advisors
Florida
$556K -$49.2K -1,000 -8%
WIC
1287
Woodmont Investment Counsel
Tennessee
$556K +$4.77K +97 +0.9%
MCM
1288
Mengis Capital Management
Oregon
$555K +$49 +1 +0%
SC
1289
SouthState Corp
Florida
$553K -$33.4K -678 -6%
PFBT
1290
Parkside Financial Bank & Trust
Missouri
$553K +$70.5K +1,433 +15%
AWM
1291
Alterna Wealth Management
Texas
$552K – – –
GSC
1292
G&S Capital
Colorado
$552K -$34.4K -699 -6%
FFM
1293
Flagstone Financial Management
Nebraska
$551K +$39.4K +800 +8%
GLA
1294
Good Life Advisors
Pennsylvania
$550K +$3.1K +63 +0.6%
RIM
1295
Redwood Investment Management
Arizona
$549K +$549K +11,149 New
BA
1296
Bristlecone Advisors
Washington
$548K -$438K -8,899 -44%
AAS
1297
Ameritas Advisory Services
Nebraska
$548K -$533K -10,857 -49%
AWAP
1298
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$547K -$4.68K -95 -0.8%
MA
1299
MCF Advisors
Kentucky
$547K +$85.5K +1,737 +19%
TCOV
1300
Trust Company of Vermont
Vermont
$546K -$27.9K -566 -5%
50 51
52
53 54