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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 %
WAAG
1776
Wealth Alliance Advisory Group
Kansas
$224K +$224K +4,556 New
TAM
1777
Titleist Asset Management
Texas
$224K -$146K -2,967 -39%
ANB
1778
Amarillo National Bank
Texas
$224K +$224K +4,554 New
AWA
1779
Acorn Wealth Advisors
Michigan
$224K +$224K +4,554 New
AWM
1780
Angeles Wealth Management
California
$223K +$223K +4,534 New
CA
1781
Calton & Associates
Florida
$222K +$222K +4,519 New
TC
1782
Telemus Capital
Michigan
$222K +$222K +4,515 New
PIM
1783
Penobscot Investment Management
Massachusetts
$222K +$222K +4,513 New
GP
1784
Girard Partners
Pennsylvania
$221K +$221K +4,483 New
ACA
1785
Affinity Capital Advisors
California
$221K -$37.3K -758 -14%
MW
1786
MBL Wealth
North Carolina
$220K +$220K +4,480 New
BCM
1787
Buckhead Capital Management
Georgia
$220K +$220K +4,464 New
TW
1788
Transform Wealth
Colorado
$220K +$220K +4,460 New
JLBC
1789
J.L. Bainbridge & Co
Florida
$219K +$219K +4,457 New
SPWM
1790
Spartan Planning & Wealth Management
North Carolina
$219K +$219K +4,457 New
IIA
1791
Integral Investment Advisors
California
$219K +$219K +4,456 New
MFA
1792
Mayflower Financial Advisors
Massachusetts
$219K +$219K +4,447 New
LFA
1793
Laraway Financial Advisors
Minnesota
$218K +$218K +4,426 New
GCIA
1794
Gabelli & Co Investment Advisers
New York
$218K +$218K +4,425 New
FWTB
1795
First Western Trust Bank
Colorado
$218K +$218K +4,425 New
HBT
1796
Hills Bank & Trust
Iowa
$217K +$11.6K +235 +6%
LRIA
1797
Leonard Rickey Investment Advisors
Washington
$216K +$216K +4,393 New
FOA
1798
Five Oceans Advisors
California
$216K +$216K +4,386 New
MS
1799
Madden Securities
Texas
$216K +$216K +4,380 New
WC
1800
Woodstock Corp
Massachusetts
$215K -$49.2K -1,000 -19%
70 71
72
73 74