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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 %
SL
1801
Salomon & Ludwin
Virginia
$214K – – –
RBC
1802
Romano Brothers & Co
Illinois
$214K +$214K +4,353 New
HA
1803
HFG Advisors
Ohio
$214K +$214K +4,350 New
SA
1804
Skyline Advisors
Washington
$213K +$213K +4,331 New
CS
1805
Cannell & Spears
New York
$213K +$213K +4,330 New
NDSI
1806
Newman Dignan & Sheerar Inc
Rhode Island
$213K +$213K +4,330 New
SIC
1807
Samalin Investment Counsel
New York
$213K +$213K +4,323 New
CAMV
1808
Concord Asset Management (Virginia)
Virginia
$213K +$213K +4,320 New
FCFC
1809
First Citizens Financial Corp
Iowa
$212K -$29.5K -600 -12%
MAG
1810
Mokosak Advisory Group
Iowa
$212K +$212K +4,311 New
NFC
1811
Northeast Financial Consultants
Connecticut
$212K +$212K +4,301 New
WCA
1812
Waypoint Capital Advisors
Minnesota
$211K +$211K +4,287 New
CWM
1813
Connecticut Wealth Management
Connecticut
$211K +$211K +4,283 New
AA
1814
Apriem Advisors
California
$211K +$211K +4,280 New
NRI
1815
NFP Retirement Inc
California
$210K +$210K +4,273 New
BIG
1816
Builder Investment Group
Georgia
$210K +$210K +4,258 New
PWH
1817
Priebe Wealth Holdings
Minnesota
$209K +$209K +4,255 New
FAB
1818
First American Bank
Illinois
$209K +$209K +4,255 New
FPF
1819
First Pacific Financial
Washington
$209K – – –
CWM
1820
Chesapeake Wealth Management
Virginia
$209K +$209K +4,240 New
WP
1821
WealthPLAN Partners
Nebraska
$209K -$839K -17,048 -80%
WA
1822
WealthTrust Axiom
Pennsylvania
$209K +$209K +4,237 New
PH
1823
Pinnacle Holdings
Oklahoma
$208K +$98.4K +2,000 +90%
GCA
1824
Gradient Capital Advisors
California
$208K +$208K +4,227 New
MCP
1825
Mirador Capital Partners
California
$208K +$208K +4,226 New
71 72
73
74 75