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 %
SWIG
1626
Strategic Wealth Investment Group
Kentucky
$284K +$2.66K +54 +0.9%
EFM
1627
E Fund Management
China
$282K +$1.03K +21 +0.4%
FLPIM
1628
F.L. Putnam Investment Management
Massachusetts
$281K -$98.8K -2,007 -26%
PCM
1629
Parsons Capital Management
Rhode Island
$281K -$49.2K -1,000 -15%
FHA
1630
Flagship Harbor Advisors
Massachusetts
$280K -$102K -2,082 -27%
BI
1631
Ballast Inc
Kentucky
$280K – – –
PP
1632
Patten & Patten
Tennessee
$280K – – –
AFG
1633
Allegheny Financial Group
Pennsylvania
$279K +$148 +3 +0.1%
TFF
1634
The Family Firm
Maryland
$279K +$345 +7 +0.1%
MCA
1635
MSH Capital Advisors
Arizona
$279K +$10.3K +210 +4%
NL
1636
NWAM LLC
Washington
$278K +$33.8K +687 +14%
GCM
1637
G2 Capital Management
Ohio
$278K +$278K +5,647 New
HWA
1638
HHM Wealth Advisors
Tennessee
$278K – – –
CCWM
1639
Cassaday & Co Wealth Management
Virginia
$278K +$11K +224 +4%
RZH
1640
Relyea Zuckerberg Hanson
Connecticut
$277K +$277K +5,627 New
HIIFS
1641
Harel Insurance Investments & Financial Services
Israel
$276K -$49.5K -1,000 -15%
SWM
1642
Silverlake Wealth Management
Vermont
$276K -$197 -4 -0.1%
SB
1643
Strategic Blueprint
Georgia
$276K +$21.1K +429 +8%
DA
1644
Detalus Advisors
Missouri
$276K – – –
NP
1645
Nilsine Partners
Colorado
$275K +$275K +5,593 New
LRPA
1646
L. Roy Papp & Associates
Arizona
$274K -$46.7K -948 -15%
PCI
1647
Planning Center Inc
Illinois
$273K -$6.5K -132 -2%
PAG
1648
Powers Advisory Group
Illinois
$272K +$1.38K +28 +0.5%
DWM
1649
Denver Wealth Management
Colorado
$271K +$1.72K +35 +0.6%
GWM
1650
Guardian Wealth Management
Illinois
$270K -$62.4K -1,268 -19%
64 65
66
67 68