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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 %
WFI
1376
West Family Investments
California
$467K +$4.77K +97 +1%
EWA
1377
Exencial Wealth Advisors
Oklahoma
$466K +$38.5K +782 +9%
LW
1378
Linscomb Wealth
Texas
$466K +$35.2K +716 +8%
AP
1379
Atwood & Palmer
Missouri
$465K +$1.38K +28 +0.3%
SMA
1380
Sage Mountain Advisors
Georgia
$463K -$2.9K -59 -0.6%
WPA
1381
Winning Points Advisors
Florida
$463K +$19.7K +400 +4%
FWP
1382
FAS Wealth Partners
Kansas
$462K +$47.6K +967 +11%
FPCP
1383
Fort Point Capital Partners
California
$462K +$15.4K +312 +3%
BWG
1384
Beta Wealth Group
California
$458K +$5.22K +106 +1%
WTB
1385
Washington Trust Bank
Washington
$458K -$40.8K -828 -8%
FSCM
1386
Front Street Capital Management
Montana
$457K -$10.7K -218 -2%
MCM
1387
Manchester Capital Management
Vermont
$455K +$21.5K +436 +5%
AMG
1388
Advisors Management Group
Wisconsin
$454K -$5.86K -119 -1%
BC
1389
Belmont Capital
California
$453K +$218K +4,425 +93%
HI
1390
Humankind Investments
New York
$452K -$8.37K -170 -2%
RFM
1391
Royal Fund Management
Florida
$452K +$2.51K +51 +0.6%
TCB
1392
Texas Capital Bancshares
Texas
$451K -$5.46K -111 -1%
LA
1393
LVW Advisors
New York
$450K -$27.2K -553 -6%
AWA
1394
Aaron Wealth Advisors
Illinois
$449K +$345 +7 +0.1%
FCIM
1395
Fairview Capital Investment Management
California
$449K -$9.84K -200 -2%
HIA
1396
Harbor Investment Advisory
Maryland
$447K -$738 -15 -0.2%
SCM
1397
Steele Capital Management
Iowa
$445K +$445K +9,032 New
CIM
1398
CIM Investment Management
Pennsylvania
$444K – – –
SB
1399
Simmons Bank
Arkansas
$443K -$256K -5,199 -37%
RCG
1400
Regatta Capital Group
California
$443K +$27.5K +558 +7%
54 55
56
57 58