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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 %
OWM
1351
OneAscent Wealth Management
Alabama
$495K +$67.8K +1,379 +16%
MCM
1352
Monument Capital Management
Virginia
$493K -$1.43K -29 -0.3%
AMIM
1353
Aull & Monroe Investment Management
Alabama
$493K -$33.5K -680 -6%
IHWM
1354
Iron Horse Wealth Management
Iowa
$492K -$27.1K -550 -5%
WB
1355
Webster Bank
Connecticut
$490K +$33.3K +676 +7%
SPA
1356
Sherbrooke Park Advisers
New York
$489K +$3.99K +81 +0.8%
WP
1357
WealthShield Partners
North Carolina
$488K +$5.02K +102 +1%
AA
1358
Alta Advisers
United Kingdom
$487K – – –
DA
1359
Denali Advisors
California
$487K +$487K +9,900 New
Financial Engines Advisors
1360
Financial Engines Advisors
California
$484K +$60.3K +1,226 +14%
BFC
1361
Bedel Financial Consulting
Indiana
$483K +$1.23K +25 +0.3%
SFP
1362
Sweet Financial Partners
Minnesota
$482K -$2.26K -46 -0.5%
TAM
1363
Tocqueville Asset Management
New York
$481K -$48.4K -984 -9%
TCM
1364
Tributary Capital Management
Nebraska
$480K +$49.2K +1,000 +11%
SWM
1365
SilverOak Wealth Management
Minnesota
$477K +$477K +9,695 New
RCWM
1366
Royal Capital Wealth Management
Indiana
$476K +$787 +16 +0.2%
CCA
1367
Childress Capital Advisors
Texas
$475K +$38.6K +784 +9%
PL
1368
Plancorp LLC
Missouri
$473K +$21.1K +429 +5%
OL
1369
OneFund LLC
Florida
$473K +$473K +9,605 New
HFM
1370
Hartford Financial Management
Connecticut
$472K – – –
AIM
1371
Aspen Investment Management
Michigan
$472K – – –
MCM
1372
Monarch Capital Management
Indiana
$470K -$8.61K -175 -2%
CC
1373
Cannell & Co
New York
$470K – – –
WB
1374
West Bancorporation
Iowa
$470K – – –
VV
1375
Verity & Verity
South Carolina
$468K – – –
53 54
55
56 57