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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 %
Vontobel Holding
1426
Vontobel Holding
Switzerland
$421K -$3.26M -66,302 -89%
LJAC
1427
L.J. Altfest & Co
New York
$420K -$90.7K -1,842 -18%
IB
1428
Intrust Bank
Kansas
$419K +$984 +20 +0.2%
DA
1429
Doliver Advisors
Texas
$419K -$35K -711 -8%
FB
1430
First Bancorp
Maine
$418K – – –
IPWA
1431
International Private Wealth Advisors
California
$416K +$416K +8,461 New
LA
1432
Lakeside Advisors
Washington
$413K -$11K -224 -3%
ST
1433
Spinnaker Trust
Maine
$413K – – –
KP
1434
Keel Point
Alabama
$413K +$52.5K +1,067 +15%
RCM
1435
RB Capital Management
Nevada
$412K -$3.79K -77 -0.9%
PCI
1436
Pacifica Capital Investments
Texas
$410K -$24.6K -500 -6%
POIA
1437
Pin Oak Investment Advisors
Texas
$410K -$1.67K -34 -0.4%
EFG
1438
Everhart Financial Group
Ohio
$408K -$27.6K -561 -6%
CCM
1439
Cohen Capital Management
California
$407K – – –
SFB
1440
STAR Financial Bank
Indiana
$406K – – –
WA
1441
Wealth Architects
California
$404K +$80.4K +1,633 +25%
HT
1442
Headlands Technologies
Illinois
$402K +$402K +8,177 New
ALAM
1443
Asahi Life Asset Management
Japan
$402K -$301K -6,110 -43%
CAM
1444
Campion Asset Management
Virginia
$402K -$22.6K -460 -5%
SWA
1445
Stratos Wealth Advisors
Ohio
$401K -$634K -12,880 -61%
VA
1446
Valmark Advisers
Ohio
$400K -$327K -6,635 -45%
LFA
1447
Lauterbach Financial Advisors
Texas
$398K -$111K -2,249 -22%
CA
1448
Cornerstone Advisory
Maryland
$397K +$34.4K +698 +9%
HT
1449
Heritage Trust
Oklahoma
$397K – – –
MMG
1450
Monetary Management Group
Missouri
$397K – – –
56 57
58
59 60