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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 %
ZIG
1501
Zullo Investment Group
Pennsylvania
$353K +$4.87K +99 +1%
WTA
1502
Washington Trust Advisors
Massachusetts
$352K +$4.92K +100 +1%
AO
1503
Advisor OS
Illinois
$352K +$41.6K +845 +13%
RWPA
1504
Richard W. Paul & Associates
Michigan
$352K -$8.32K -169 -2%
CBFP
1505
Cedar Brook Financial Partners
Ohio
$351K +$55.9K +1,140 +19%
MSFS
1506
Main Street Financial Solutions
Pennsylvania
$351K -$18.8K -382 -5%
NHT
1507
New Hampshire Trust
New Hampshire
$350K -$27.1K -550 -7%
NPA
1508
Nichols & Pratt Advisers
Massachusetts
$349K -$64K -1,300 -15%
ZIM
1509
Zacks Investment Management
Illinois
$349K -$114K -2,307 -25%
PCIG
1510
Partners Capital Investment Group
Massachusetts
$348K +$348K +7,079 New
BFWA
1511
Benchmark Financial Wealth Advisors
Florida
$347K +$2.76K +56 +0.8%
P
1512
&Partners
Tennessee
$347K +$347K +7,116 New
CAC
1513
Core Alternative Capital
Georgia
$347K -$21.1K -428 -6%
KA
1514
Kearns & Associates
California
$345K – – –
KSWA
1515
Kathleen S. Wright Associates
Pennsylvania
$344K -$97.3K -2,000 -22%
WC
1516
Westhampton Capital
North Carolina
$344K – – –
WDL
1517
Well Done LLC
Michigan
$342K +$9.2K +187 +3%
TFA
1518
Transamerica Financial Advisors
Florida
$342K -$61.6K -1,250 -15%
PCP
1519
Proficio Capital Partners
Massachusetts
$342K +$6.2K +126 +2%
SAM
1520
S.A. Mason
Michigan
$341K – – –
SIS
1521
Sound Income Strategies
Florida
$341K -$96.5K -1,960 -22%
AFP
1522
Ausdal Financial Partners
Iowa
$341K -$3.74K -76 -1%
SIM
1523
SSI Investment Management
California
$340K -$541 -11 -0.2%
JWBC
1524
John W. Brooker & Co
California
$340K – – –
NRC
1525
New Republic Capital
North Carolina
$340K +$3.15K +64 +0.9%
59 60
61
62 63