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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 %
FIM
1576
Fruth Investment Management
Texas
$310K – – –
RCM
1577
Raleigh Capital Management
North Carolina
$309K +$21.3K +432 +7%
CBT
1578
CoreFirst Bank & Trust
Kansas
$309K -$331K -6,731 -52%
LB
1579
Legacy Bridge
Iowa
$307K -$33.2K -675 -10%
SQA
1580
Simon Quick Advisors
New Jersey
$306K -$129K -2,618 -30%
SB
1581
Sunflower Bank
Texas
$306K -$2.51K -51 -0.8%
DDC
1582
DF Dent & Co
Maryland
$305K -$358K -7,265 -54%
CA
1583
Cambridge Advisors
Nebraska
$304K -$9.75K -198 -3%
CS
1584
Candriam SCA
Luxembourg
$304K -$140K -2,852 -32%
GWS
1585
Glassman Wealth Services
Virginia
$303K -$935 -19 -0.3%
TCWM
1586
Total Clarity Wealth Management
Illinois
$303K -$35.9K -730 -11%
FP
1587
Financial Perspectives
Minnesota
$303K +$49 +1 +0%
LPT
1588
Legacy Private Trust
Wisconsin
$303K -$577K -11,725 -66%
WOC
1589
West Oak Capital
California
$302K – – –
BIP
1590
Blueprint Investment Partners
North Carolina
$302K +$302K +6,126 New
VC
1591
Vicus Capital
Pennsylvania
$301K -$96.8K -1,967 -24%
ITFISA
1592
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300K +$148K +3,005 +97%
RP
1593
Riverbridge Partners
Minnesota
$300K – – –
FRA
1594
Front Row Advisors
California
$300K -$57.8K -1,174 -16%
HWM
1595
Hemington Wealth Management
Virginia
$298K +$298K +6,045 New
AWA
1596
Alaska Wealth Advisors
Alaska
$298K -$149K -3,023 -33%
SIA
1597
SeaBridge Investment Advisors
New Jersey
$298K – – –
MIC
1598
Means Investment Company
Maine
$298K +$1.13K +23 +0.4%
SMWM
1599
Silvia McColl Wealth Management
California
$297K -$35.4K -720 -11%
SGI
1600
Summit Global Investments
Utah
$297K +$13.9K +283 +5%
62 63
64
65 66