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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 %
SI
1326
Symmetry Investments
Jersey
$518K -$1.01M -20,465 -66%
OPCM
1327
Osborne Partners Capital Management
California
$517K -$22.3K -454 -4%
SCP
1328
Sivia Capital Partners
California
$516K +$516K +10,486 New
AHL
1329
Abel Hall LLC
Louisiana
$516K +$516K +10,480 New
TFO
1330
Tarbox Family Office
California
$515K +$2.61K +53 +0.5%
GTAM
1331
Global Trust Asset Management
Florida
$515K – – –
LWP
1332
LMG Wealth Partners
Louisiana
$513K +$78.3K +1,591 +18%
HW
1333
Hancock Whitney
Mississippi
$512K -$23.9K -485 -4%
BMC
1334
Beaton Management Company
Massachusetts
$512K -$32K -650 -6%
IFWM
1335
Institute for Wealth Management
Colorado
$511K -$7.63K -155 -1%
VP
1336
Verum Partners
North Carolina
$511K +$48.5K +985 +10%
HAM
1337
Harmony Asset Management
Arizona
$509K +$509K +10,337 New
HCM
1338
Hodges Capital Management
Texas
$508K -$77.5K -1,575 -13%
TWP
1339
Tyche Wealth Partners
Texas
$505K +$505K +10,252 New
SC
1340
Steph & Co
Wisconsin
$504K – – –
DFG
1341
Delta Financial Group
New Jersey
$504K -$88.1K -1,791 -15%
1WM
1342
1900 Wealth Management
Texas
$503K +$61.1K +1,241 +14%
MAM
1343
McCarthy Asset Management
California
$502K -$11.9K -241 -2%
GA
1344
GFS Advisors
Texas
$502K -$645K -13,120 -56%
SW
1345
Simplicity Wealth
New Jersey
$501K +$144K +2,916 +40%
PAIM
1346
Punch & Associates Investment Management
Minnesota
$500K – – –
SSWM
1347
Sheets Smith Wealth Management
North Carolina
$500K -$86.5K -1,758 -15%
WIM
1348
WealthPlan Investment Management
Nebraska
$499K -$930K -18,898 -65%
PWMG
1349
Provence Wealth Management Group
California
$499K +$52.3K +1,062 +12%
AIM
1350
Athena Investment Management
California
$499K -$3.69K -75 -0.7%
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