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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 %
HC
1826
Hamilton Capital
Ohio
$208K -$203K -4,120 -49%
RWMG
1827
Redwood Wealth Management Group
New Jersey
$208K +$208K +4,223 New
TWA
1828
TCI Wealth Advisors
Arizona
$206K +$206K +4,195 New
JHP
1829
James Hambro & Partners
United Kingdom
$206K +$206K +4,194 New
GW
1830
GW & Wade
Massachusetts
$206K -$48.9K -992 -19%
EIG
1831
Ellenbecker Investment Group
Wisconsin
$206K +$206K +4,203 New
PFA
1832
Professional Financial Advisors
Nebraska
$206K +$206K +4,183 New
FCB
1833
First County Bank
Connecticut
$206K +$206K +4,180 New
MWM
1834
MinichMacGregor Wealth Management
New York
$205K +$205K +4,168 New
GAM
1835
Gould Asset Management
California
$205K +$205K +4,157 New
BLC
1836
Brown, Lisle/Cummings
Rhode Island
$204K +$35.3K +718 +21%
APIM
1837
Agate Pass Investment Management
Washington
$204K +$204K +4,150 New
CIC
1838
Chilton Investment Company
Connecticut
$204K +$204K +4,148 New
THL
1839
Tillman Hartley LLC
Colorado
$204K +$204K +4,147 New
UCB
1840
United Community Bank
South Carolina
$204K – – –
CB
1841
Community Bank
New York
$203K – – –
RCA
1842
Resonant Capital Advisors
Wisconsin
$203K +$203K +4,123 New
BBPWM
1843
Blue Bell Private Wealth Management
Pennsylvania
$202K -$9.84K -200 -5%
IA
1844
IFG Advisors
Missouri
$202K +$202K +4,111 New
HAS
1845
HBW Advisory Services
California
$202K +$202K +4,109 New
FSA
1846
Financial Security Advisor
Virginia
$201K +$201K +4,078 New
PCG
1847
Prosperity Consulting Group
Maryland
$200K +$200K +4,066 New
HBW
1848
Hazlett, Burt & Watson
West Virginia
$199K – – –
DGAM
1849
Desjardins Global Asset Management
Quebec, Canada
$199K -$295K -5,992 -60%
LA
1850
LM Advisors
California
$199K +$199K +4,038 New
72 73
74
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