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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 %
DSC
1601
Duncker Streett & Co
Missouri
$297K -$58.1K -1,181 -16%
D
1602
Diversified
Delaware
$296K +$296K +6,022 New
FAM
1603
Fenimore Asset Management
New York
$295K – – –
JAIC
1604
Josh Arnold Investment Consultant
Minnesota
$295K – – –
WA
1605
Wealthstream Advisors
New York
$295K -$20.8K -422 -7%
FTIS
1606
First Trust Investment Solutions
Florida
$294K +$294K +5,978 New
KNW
1607
Kesler Norman & Wride
Utah
$293K +$1.18K +24 +0.4%
AB
1608
Atlas Brown
Kentucky
$293K +$4.13K +84 +1%
AI
1609
AXS Investments
New York
$292K -$34.7K -705 -11%
SSC
1610
Syverson Strege & Co
Iowa
$292K -$106K -2,158 -27%
KFC
1611
Klingenstein Fields & Co
New York
$292K -$8.91K -181 -3%
ACM
1612
Arcataur Capital Management
Wisconsin
$291K – – –
MAG
1613
M3 Advisory Group
Massachusetts
$291K +$291K +5,902 New
OLA
1614
Oliver Luxxe Assets
New Jersey
$290K -$492 -10 -0.2%
PTB
1615
Pioneer Trust Bank
Oregon
$290K -$738K -15,000 -72%
MSWM
1616
McGlone Suttner Wealth Management
Wisconsin
$290K +$640 +13 +0.2%
NFG
1617
Nations Financial Group
Iowa
$290K -$3.59K -73 -1%
SMA
1618
Seven Mile Advisory
New Jersey
$289K -$16.4K -333 -5%
RFA
1619
Register Financial Advisors
Georgia
$288K +$29.3K +595 +11%
IAG
1620
Investment Advisory Group
Massachusetts
$288K +$5.12K +104 +2%
CQS
1621
Credential Qtrade Securities
$287K -$31.2K -634 -10%
ST
1622
Smithfield Trust
Pennsylvania
$287K -$42.9K -872 -13%
BGAI
1623
Bruce G. Allen Investments
Colorado
$286K +$286K +5,801 New
SFI
1624
SPC Financial Inc
Maryland
$285K +$4.87K +99 +2%
CAMG
1625
CWA Asset Management Group
Florida
$285K +$285K +5,797 New
63 64
65
66 67