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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 %
FAM
1651
Formidable Asset Management
Ohio
$270K -$74.7K -1,517 -22%
TNBTD
1652
Trustmark National Bank Trust Department
Mississippi
$270K -$34K -691 -11%
EFA
1653
Evernest Financial Advisors
Indiana
$269K +$269K +5,459 New
HCMG
1654
Howard Capital Management Group
California
$268K – – –
NIC
1655
Northwest Investment Counselors
Oregon
$268K -$35.3K -717 -12%
JWM
1656
Janiczek Wealth Management
Colorado
$267K -$23.4K -476 -8%
CD
1657
Chapin Davis
Maryland
$267K -$6.25K -127 -2%
WAM
1658
Weinberger Asset Management
California
$267K +$5.37K +109 +2%
BOH
1659
Bank of Hawaii
Hawaii
$266K -$282K -5,732 -51%
CCM
1660
Crabel Capital Management
California
$266K +$266K +5,407 New
FFO
1661
Fortitude Family Office
Arizona
$266K +$266K +5,396 New
BAG
1662
Bridgewealth Advisory Group
California
$265K -$19.6K -398 -7%
HFRG
1663
Houlihan Financial Resource Group
Virginia
$265K – – –
AW
1664
Alaethes Wealth
Nevada
$264K – – –
TGAM
1665
TBH Global Asset Management
Tennessee
$264K +$264K +5,360 New
FC
1666
Forte Capital
New York
$263K +$263K +5,345 New
AIA
1667
Angeles Investment Advisors
California
$263K +$15.8K +321 +6%
MFWP
1668
Mosaic Family Wealth Partners
Missouri
$262K +$788 +16 +0.3%
MFG
1669
Magnus Financial Group
New York
$262K +$1.97K +40 +0.8%
HR
1670
Hardy Reed
Mississippi
$262K -$5.22K -106 -2%
ACG
1671
Allen Capital Group
Nebraska
$261K +$261K +5,311 New
WCG
1672
Weaver Consulting Group
California
$261K – – –
CC
1673
Constitution Capital
Connecticut
$261K – – –
RP
1674
Raelipskie Partnership
Ontario, Canada
$261K +$261K +5,300 New
CTA
1675
Colonial Trust Advisors
South Carolina
$259K +$886 +18 +0.3%
65 66
67
68 69