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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 %
CA
1401
Claar Advisors
New York
$443K – – –
GSC
1402
Grey Street Capital
Illinois
$441K +$3.64K +74 +0.8%
CIC
1403
Cutler Investment Counsel
Oregon
$441K +$40.6K +825 +10%
AG
1404
Ascent Group
Virginia
$440K +$9.54K +195 +2%
BEI
1405
Benjamin Edwards Inc
Missouri
$439K +$433K +8,804 +7,158%
AC
1406
Addison Capital
Pennsylvania
$439K +$439K +8,911 New
KFGK
1407
Keystone Financial Group (Kentucky)
Kentucky
$438K -$14.7K -299 -3%
SWC
1408
Spectrum Wealth Counsel
Indiana
$437K +$437K +8,885 New
CFP
1409
Catalyst Financial Partners
Massachusetts
$437K +$29.2K +593 +7%
VAM
1410
Vontobel Asset Management
New York
$437K -$5.91K -120 -1%
WLPWM
1411
Walled Lake Planning & Wealth Management
Illinois
$437K – – –
BBW
1412
Blue Barn Wealth
Utah
$436K -$122K -2,486 -22%
RMDI
1413
R.M. Davis Inc
Maine
$435K – – –
MIP
1414
Marietta Investment Partners
Wisconsin
$433K – – –
GIA
1415
Gladstone Institutional Advisory
Florida
$433K -$14.3K -290 -3%
CFA
1416
Cahill Financial Advisors
Minnesota
$431K -$124K -2,528 -22%
HI
1417
Hudock Inc
Pennsylvania
$431K +$98 +2 +0%
NIM
1418
Northeast Investment Management
Massachusetts
$430K – – –
EWM
1419
Evermay Wealth Management
Virginia
$430K +$1.62K +33 +0.4%
BFO
1420
Biltmore Family Office
North Carolina
$428K – – –
SC
1421
Summa Corp
Texas
$428K +$428K +8,700 New
BCA
1422
Bray Capital Advisors
Florida
$428K +$345 +7 +0.1%
SFG
1423
SNS Financial Group
Minnesota
$426K +$45.1K +917 +12%
PWM
1424
Prentice Wealth Management
New York
$424K +$8.12K +165 +2%
GIS
1425
Grayhawk Investment Strategies
Alberta, Canada
$422K +$422K +8,564 New
55 56
57
58 59