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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 %
1WM
1726
1858 Wealth Management
Ohio
$244K +$244K +4,963 New
CWA
1727
Cornerstone Wealth Advisors
Minnesota
$244K – – –
CT
1728
Coastline Trust
Rhode Island
$242K -$91.5K -1,860 -27%
CCB
1729
Cutter & Co Brokerage
Missouri
$242K -$37.2K -756 -13%
SGCA
1730
Steel Grove Capital Advisors
Tennessee
$241K -$5.41K -110 -2%
WF
1731
WoodTrust Financial
Wisconsin
$241K – – –
JCM
1732
Jacobsen Capital Management
Utah
$240K +$240K +4,884 New
CP
1733
Canopy Partners
Ohio
$240K +$240K +4,881 New
WH
1734
Willner & Heller
California
$240K +$240K +4,878 New
ACC
1735
Acorn Creek Capital
Colorado
$240K +$240K +4,875 New
TCWA
1736
Turtle Creek Wealth Advisors
Texas
$240K +$240K +4,868 New
PP
1737
Pegasus Partners
Wisconsin
$240K -$109K -2,224 -31%
RPWA
1738
Regent Peak Wealth Advisors
Georgia
$239K +$239K +4,859 New
WAM
1739
Walker Asset Management
Missouri
$239K +$239K +4,856 New
HKIM
1740
Hayek Kallen Investment Management
Alabama
$239K +$239K +4,860 New
SI
1741
Saxon Interests
Texas
$238K +$238K +4,838 New
Kayne Anderson Rudnick Investment Management
1742
Kayne Anderson Rudnick Investment Management
California
$238K +$23.1K +469 +11%
OL
1743
Optas LLC
Texas
$238K +$238K +4,827 New
AT
1744
Arden Trust
Delaware
$237K +$237K +4,805 New
NMG
1745
New Millennium Group
Utah
$236K -$167K -3,390 -41%
SPIS
1746
Steward Partners Investment Solutions
Oregon
$236K +$236K +4,796 New
AWA
1747
Amplius Wealth Advisors
Pennsylvania
$235K -$6.1K -124 -3%
OFG
1748
Oxford Financial Group
Indiana
$234K -$105K -2,139 -31%
IGWM
1749
ICA Group Wealth Management
Colorado
$234K +$234K +4,758 New
MCCP
1750
Mission Creek Capital Partners
California
$233K -$15.7K -318 -6%
68 69
70
71 72