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 %
EGA
1551
E&G Advisors
Texas
$327K -$27.8K -565 -8%
EP
1552
EPIQ Partners
Minnesota
$327K +$327K +6,650 New
PWA
1553
Physician Wealth Advisors
Utah
$327K -$1.31K -27 -0.4%
BWM
1554
BNC Wealth Management
Oregon
$325K +$1.77K +36 +0.5%
CWS
1555
Confluence Wealth Services
Pennsylvania
$325K -$35.3K -718 -10%
BWM
1556
Baron Wealth Management
Michigan
$325K +$25.2K +511 +8%
HIG
1557
Heritage Investment Group
Florida
$324K -$12.4K -251 -4%
LIA
1558
LBMC Investment Advisors
Tennessee
$323K – – –
EFL
1559
ERn Financial LLC
Wisconsin
$322K +$322K +6,944 New
JFG
1560
Jefferies Financial Group
New York
$321K -$2.2M -44,626 -87%
GBWM
1561
Granite Bay Wealth Management
New Hampshire
$320K +$320K +7,021 New
GITFIT
1562
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$320K – – –
NIM
1563
Nexus Investment Management
Ontario, Canada
$320K – – –
FAIM
1564
Financial Advocates Investment Management
Washington
$319K +$63.8K +1,297 +25%
SFS
1565
Stiles Financial Services
Minnesota
$318K +$2.17K +44 +0.7%
GWANC
1566
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K +$40.6K +824 +15%
CFG
1567
CKW Financial Group
Hawaii
$315K – – –
TIA
1568
Traphagen Investment Advisors
New Jersey
$315K +$492 +10 +0.2%
FFG
1569
Fortem Financial Group
California
$314K -$27.9K -567 -8%
KA
1570
Kure Advisory
Minnesota
$312K -$6.25K -127 -2%
BMWM
1571
Brown Miller Wealth Management
Virginia
$312K -$49K -995 -14%
AF
1572
Arrow Financial
New York
$312K -$21.6K -438 -6%
GIA
1573
Guyasuta Investment Advisors
Pennsylvania
$312K -$21.8K -442 -7%
CCIA
1574
Cherry Creek Investment Advisors
Colorado
$312K +$1.62K +33 +0.5%
HR
1575
Howe & Rusling
New York
$312K +$312K +6,330 New
61 62
63
64 65