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 %
RWA
1301
River Wealth Advisors
Pennsylvania
$546K -$72.9K -1,482 -12%
CNBT
1302
Canandaigua National Bank & Trust
New York
$544K -$3.2K -65 -0.6%
TCM
1303
Traynor Capital Management
Pennsylvania
$544K +$125K +2,533 +30%
VBFP
1304
Valtinson Bruner Financial Planning
Minnesota
$544K -$148 -3 -0%
WEG
1305
World Equity Group
Illinois
$542K +$95.2K +1,934 +21%
CIC
1306
Crawford Investment Counsel
Georgia
$542K +$138K +2,799 +34%
SF
1307
Summit Financial
New Jersey
$539K +$492 +10 +0.1%
AWM
1308
Aviso Wealth Management
Washington
$539K +$539K +10,949 New
LF
1309
Lee Financial
Texas
$536K +$6.35K +129 +1%
KA
1310
Kovack Advisors
Florida
$535K +$29K +590 +6%
QC
1311
Quent Capital
New York
$535K +$26.7K +542 +5%
CT
1312
Chicago Trust
Illinois
$533K -$2.61K -53 -0.5%
CW
1313
CIC Wealth
Maryland
$532K -$212K -4,314 -29%
RCM
1314
Radnor Capital Management
Pennsylvania
$532K -$2.61K -53 -0.5%
DBIA
1315
Dumont & Blake Investment Advisors
New Jersey
$531K -$19.1K -387 -3%
TH
1316
TCTC Holdings
Texas
$530K -$25.3K -515 -5%
MBTD
1317
Mechanics Bank - Trust Department
California
$529K – – –
PPP
1318
Private Portfolio Partners
New Jersey
$527K -$3.1K -63 -0.6%
FMWA
1319
Forvis Mazars Wealth Advisors
Missouri
$527K -$87.5K -1,777 -14%
PTP
1320
Platform Technology Partners
New York
$523K -$1.47K -30 -0.3%
HTI
1321
Hikari Tsushin Inc
Japan
$523K – – –
DLA
1322
Douglas Lane & Associates
New York
$520K -$5.66K -115 -1%
CBA
1323
Coastal Bridge Advisors
Connecticut
$519K +$4.38K +89 +0.9%
LFA
1324
LGT Financial Advisors
Texas
$518K – – –
GM
1325
GeoWealth Management
Illinois
$518K +$414K +8,386 +396%
51 52
53
54 55