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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 %
IIM
1701
Ipswich Investment Management
Massachusetts
$251K -$14.8K -300 -6%
BMCM
1702
Black Maple Capital Management
Wisconsin
$251K -$49.2K -1,000 -16%
VCP
1703
Verus Capital Partners
Arizona
$250K -$17.4K -353 -6%
LCS
1704
Levin Capital Strategies
New York
$250K – – –
AAM
1705
Augustine Asset Management
Florida
$250K +$246 +5 +0.1%
AMBIA
1706
Allen Mooney & Barnes Investment Advisors
Georgia
$249K +$249K +5,064 New
Bank Julius Baer & Co
1707
Bank Julius Baer & Co
Switzerland
$249K -$2.85K -58 -1%
AWM
1708
Avaii Wealth Management
Wisconsin
$249K -$1.18K -24 -0.5%
HFM
1709
Harvest Fund Management
China
$249K – – –
CFO
1710
CVA Family Office
Colorado
$248K -$69.9K -1,421 -22%
AIA
1711
Alternative Investment Advisors
Florida
$248K -$5.91K -120 -2%
WWG
1712
West Wealth Group
California
$247K +$1.18K +24 +0.5%
ITIM
1713
Indiana Trust & Investment Management
Indiana
$247K – – –
AWM
1714
Aprio Wealth Management
Georgia
$247K -$23.6K -480 -9%
MSA
1715
Marino Stram & Associates
Massachusetts
$246K -$1.18K -24 -0.5%
MI
1716
Motiv8 Investments
Florida
$246K +$246K +5,005 New
TIM
1717
Triad Investment Management
California
$246K -$691K -14,036 -74%
CS
1718
Capital Square
Tennessee
$246K -$149K -3,018 -38%
HC
1719
Hourglass Capital
Texas
$246K – – –
MJP
1720
Michael J. Puzo
$246K – – –
HA
1721
HC Advisors
Georgia
$246K – – –
AA
1722
Auxano Advisors
Washington
$245K -$83.5K -1,697 -25%
EWA
1723
Encompass Wealth Advisors
Oregon
$245K +$245K +4,977 New
IW
1724
Imprint Wealth
South Carolina
$245K -$53.1K -1,076 -18%
ML
1725
McAdam LLC
Pennsylvania
$245K -$5.56K -113 -2%
67 68
69
70 71