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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 %
PSB
1476
Piscataqua Savings Bank
New Hampshire
$369K – – –
EWM
1477
Empirical Wealth Management
Washington
$367K +$60.6K +1,232 +20%
CC
1478
Cipher Capital
New York
$367K +$367K +7,455 New
RDWM
1479
Red Door Wealth Management
Tennessee
$366K -$1.92K -39 -0.5%
TAM
1480
Tucker Asset Management
Colorado
$366K +$34.6K +703 +10%
NJBEST
1481
New Jersey Better Educational Savings Trust
New Jersey
$364K – – –
BCCM
1482
Bridge Creek Capital Management
Massachusetts
$364K – – –
CL
1483
COWA LLC
Oklahoma
$364K – – –
B
1484
Bailard
California
$362K -$16K -325 -4%
SHGA
1485
Sand Hill Global Advisors
California
$362K +$31.4K +638 +9%
DIM
1486
Delta Investment Management
California
$360K +$18.9K +384 +6%
MAM
1487
Meeder Asset Management
Ohio
$359K +$94.7K +1,923 +36%
FNBTCON
1488
First National Bank & Trust Co of Newtown
Pennsylvania
$359K -$7.28K -148 -2%
LA
1489
Lynch & Associates
Indiana
$358K -$8.91K -181 -2%
WWM
1490
Wagner Wealth Management
South Carolina
$358K -$2.07K -42 -0.6%
SC
1491
Schulhoff & Co
Ohio
$358K – – –
WPWM
1492
Western Pacific Wealth Management
Illinois
$358K +$29.1K +592 +9%
UWPG
1493
Ullmann Wealth Partners Group
Florida
$356K +$49.1K +997 +16%
SNBOSD
1494
Security National Bank of So Dak
Iowa
$356K -$67.3K -1,367 -16%
AFT
1495
Alpha Family Trust
California
$355K – – –
SP
1496
Successful Portfolios
Florida
$355K +$88.2K +1,791 +33%
VWA
1497
Visionary Wealth Advisors
Illinois
$355K -$26.2K -533 -7%
JSW
1498
Journey Strategic Wealth
New Jersey
$354K +$354K +7,193 New
FFA
1499
Founders Financial Alliance
North Carolina
$354K -$16K -325 -4%
CB
1500
Cadence Bank
Mississippi
$353K -$1.13K -23 -0.3%
58 59
60
61 62