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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 %
WCM
1676
Wallace Capital Management
Texas
$259K -$36.5K -742 -12%
CPC
1677
Consolidated Planning Corp
Georgia
$259K +$259K +5,267 New
WBC
1678
Westpac Banking Corp
Australia
$259K +$259K +5,256 New
CSC
1679
Caldwell Sutter Capital
California
$258K +$6.1K +124 +2%
BWA
1680
Brave Warrior Advisors
New York
$258K – – –
WE
1681
Wealth Effects
Massachusetts
$258K -$98.4K -2,000 -28%
BIC
1682
Beach Investment Counsel
Pennsylvania
$258K -$471K -9,554 -65%
JWWM
1683
Johnson & White Wealth Management
Pennsylvania
$258K +$49 +1 +0%
CG
1684
CFO4Life Group
Texas
$258K -$8.66K -176 -3%
CWG
1685
Crown Wealth Group
North Carolina
$257K +$257K +5,225 New
RWA
1686
Redhawk Wealth Advisors
Minnesota
$257K -$8.37K -170 -3%
MIA
1687
MMBG Investment Advisors
Florida
$257K +$257K +5,220 New
MRCM
1688
M&R Capital Management
New Jersey
$256K +$492 +10 +0.2%
BFIC
1689
Bedell Frazier Investment Counselling
California
$255K -$1.23K -25 -0.5%
MPCG
1690
Matrix Private Capital Group
New York
$254K -$4.43K -90 -2%
NFP
1691
Narus Financial Partners
Utah
$253K – – –
VDI
1692
Vaughan David Investments
Illinois
$253K +$253K +5,145 New
AA
1693
Advisory Alpha
Michigan
$253K -$4.68K -95 -2%
PAMG
1694
Patton Albertson Miller Group
Tennessee
$252K -$13.7K -278 -5%
BHB
1695
Bank Hapoalim BM
Israel
$252K -$125K -2,545 -33%
BWA
1696
Burt Wealth Advisors
Maryland
$252K – – –
WCA
1697
Westover Capital Advisors
Delaware
$252K +$3.4K +69 +1%
KCFA
1698
Key Client Fiduciary Advisors
New Jersey
$252K – – –
WPP
1699
Whalerock Point Partners
Rhode Island
$251K – – –
WMA
1700
Wealth Management Associates
New Jersey
$251K +$251K +5,106 New
66 67
68
69 70