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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 %
MSAM
1751
Moloney Securities Asset Management
Missouri
$233K +$233K +4,724 New
1CP
1752
17 Capital Partners
Arizona
$232K +$232K +4,716 New
GFS
1753
GYL Financial Synergies
Connecticut
$232K +$232K +4,715 New
ORC
1754
O'Rourke & Company
Massachusetts
$232K +$232K +4,714 New
CW
1755
CreativeOne Wealth
Kansas
$232K +$232K +4,718 New
BFO
1756
Boston Family Office
Massachusetts
$231K +$231K +4,698 New
SWM
1757
Stockman Wealth Management
Montana
$231K -$49.2K -1,000 -18%
LWL
1758
Leo Wealth LLC
Texas
$230K +$230K +4,506 New
FA
1759
Fermata Advisors
California
$230K +$230K +4,676 New
OWA
1760
Octavia Wealth Advisors
Ohio
$230K +$230K +4,675 New
SAM
1761
Smartleaf Asset Management
Massachusetts
$229K +$229K +4,935 New
CFA
1762
Capstone Financial Advisors
Illinois
$229K +$229K +4,657 New
S
1763
Sachetta
Massachusetts
$229K +$229K +4,654 New
FCAS
1764
First Command Advisory Services
Texas
$229K -$1.28K -26 -0.6%
BFA
1765
Bill Few Associates
Pennsylvania
$228K +$228K +4,635 New
XSC
1766
X-Square Capital
Puerto Rico
$228K -$93.8K -1,908 -29%
CTI
1767
Community Trust & Investment
Kentucky
$227K +$227K +4,619 New
HP
1768
Holistic Planning
Texas
$227K +$227K +4,613 New
FWM
1769
Finer Wealth Management
Massachusetts
$227K -$60.7K -1,233 -21%
FFC
1770
First Financial Corp
Indiana
$226K +$10.5K +214 +5%
TWA
1771
Talisman Wealth Advisors
New Jersey
$226K +$226K +4,590 New
PMSA
1772
Patrick M. Sweeney & Associates
Illinois
$226K +$226K +4,587 New
CB
1773
Centennial Bank
Arkansas
$225K +$6.59K +134 +3%
AWE
1774
Avidian Wealth Enterprises
Texas
$225K -$243K -4,927 -52%
PSC
1775
Prentiss Smith & Co
Vermont
$224K -$244K -4,959 -52%
69 70
71
72 73