WFC icon

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 %
TWM
1526
Thrive Wealth Management
Pennsylvania
$339K +$68.2K +1,386 +25%
BFG
1527
Bouchey Financial Group
New York
$339K +$9.99K +203 +3%
EFSCE
1528
Enterprise Financial Services Corp (EFSC)
Missouri
$338K +$2.9K +59 +0.9%
CCM
1529
Check Capital Management
California
$338K -$153K -3,106 -31%
CWM
1530
CarsonAllaria Wealth Management
Illinois
$337K -$18.8K -381 -5%
MA
1531
MONECO Advisors
Connecticut
$337K -$28.7K -583 -8%
SMC
1532
Smith, Moore & Co
Missouri
$336K -$98.4K -2,000 -23%
EA
1533
Evolution Advisers
Virginia
$336K +$49 +1 +0%
FCMT
1534
Founders Capital Management (Texas)
Texas
$335K -$2.51K -51 -0.7%
MFC
1535
Morris Financial Concepts
South Carolina
$335K +$335K +6,811 New
WF
1536
Wayfinding Financial
Washington
$335K -$26.9K -548 -7%
SAM
1537
Summit Asset Management
Tennessee
$335K -$74.8K -1,520 -18%
PMFA
1538
Plante Moran Financial Advisors
Michigan
$334K -$18.7K -380 -5%
BFG
1539
Berger Financial Group
Minnesota
$333K -$20.4K -415 -6%
LWCFA
1540
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$333K -$24.8K -495 -7%
DMC
1541
Drexel Morgan & Co
Pennsylvania
$332K – – –
CIA
1542
Cape Investment Advisory
Georgia
$332K +$10.8K +219 +3%
FMB
1543
Field & Main Bank
Kentucky
$332K +$8.61K +175 +3%
EWA
1544
ERTS Wealth Advisors
Michigan
$331K +$11.2K +228 +4%
CGH
1545
CMG Global Holdings
Texas
$331K -$416 -8 -0.1%
AG
1546
AlTi Global
New York
$330K +$330K +6,705 New
GC
1547
Gratus Capital
Georgia
$330K -$102K -2,074 -24%
BWP
1548
Baldwin Wealth Partners
Massachusetts
$330K -$49.2K -1,000 -13%
AIA
1549
Arbor Investment Advisors
North Carolina
$328K -$57.5K -1,168 -15%
LC
1550
Lincoln Capital
Nebraska
$328K -$1.87K -38 -0.6%
60 61
62
63 64