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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 %
SVWAG
1451
Sound View Wealth Advisors Group
Georgia
$396K -$26.1K -530 -6%
OAM
1452
Occidental Asset Management
California
$396K +$1.53K +31 +0.4%
BHBT
1453
Burke & Herbert Bank & Trust
Virginia
$395K -$3.35K -68 -0.8%
MA
1454
MKT Advisors
California
$395K -$1.55K -31 -0.4%
BTIM
1455
BancFirst Trust & Investment Management
Oklahoma
$395K – – –
CWP
1456
Cyndeo Wealth Partners
Florida
$394K +$5.41K +110 +1%
IWA
1457
Icon Wealth Advisors
Texas
$389K +$389K +7,897 New
PVI
1458
Pine Valley Investments
New Jersey
$389K -$7.28K -148 -2%
PI
1459
PineBridge Investments
New York
$385K -$3.34M -67,950 -90%
PP
1460
PDS Planning
Ohio
$385K -$56.2K -1,141 -13%
WC
1461
Weil Company
California
$384K – – –
SIG
1462
Sky Investment Group
Connecticut
$384K -$8.37K -170 -2%
XT
1463
XTX Topco
Cayman Islands
$383K +$383K +7,779 New
LA
1464
Legacy Advisors
Pennsylvania
$383K +$383K +7,776 New
WA
1465
Waddell & Associates
Tennessee
$382K -$36.5K -738 -9%
GL
1466
GHE LLC
Tennessee
$381K -$4.93K -100 -1%
FDS
1467
First Dallas Securities
Texas
$379K +$379K +7,700 New
VST
1468
Van Strum & Towne
California
$376K -$30.8K -625 -8%
KCM
1469
Kathmere Capital Management
Pennsylvania
$374K +$16.9K +344 +5%
WBC
1470
West Branch Capital
Massachusetts
$373K -$76.5K -1,554 -17%
AC
1471
AlphaCore Capital
California
$372K +$591 +12 +0.2%
PI
1472
PFG Investments
New York
$370K -$122K -2,477 -25%
RG
1473
Retirement Group
California
$370K – – –
ACM
1474
Ayrshire Capital Management
Connecticut
$370K +$370K +7,510 New
PWP
1475
Pursue Wealth Partners
California
$369K – – –
57 58
59
60 61