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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 %
CSB
1851
City State Bank
Iowa
$198K -$96.9K -1,971 -33%
LJHT
1852
Laurie J. Hall Trustee
$197K – – –
ADL
1853
Asset Dedication LLC
California
$197K +$47.3K +973 +32%
HIM
1854
Hillsdale Investment Management
Ontario, Canada
$194K – – –
HFS
1855
Hantz Financial Services
Michigan
$193K -$12.8K -259 -6%
TF
1856
Tompkins Financial
New York
$188K – – –
FFA
1857
First Foundation Advisors
California
$187K -$360K -7,322 -66%
PIM
1858
Plato Investment Management
Australia
$186K +$186K +3,776 New
BSB
1859
Bangor Savings Bank
Maine
$183K – – –
BIA
1860
Bell Investment Advisors
California
$182K -$13.4K -273 -7%
SFM
1861
Spartan Fund Management
Canada
$175K – – –
CTWM
1862
Cherry Tree Wealth Management
Minnesota
$174K +$21.2K +431 +14%
A
1863
AJOVista
Massachusetts
$173K +$173K +3,509 New
BWAM
1864
Boyd Watterson Asset Management
Ohio
$171K – – –
FPFS
1865
First Personal Financial Services
North Carolina
$168K +$45.5K +924 +37%
EBA
1866
Eagle Bay Advisors
New York
$167K -$44.2K -897 -21%
WPA
1867
West Paces Advisors
Georgia
$163K +$6.3K +128 +4%
HI
1868
Hendershot Investments
Virginia
$161K -$607K -12,339 -79%
CFD
1869
Creative Financial Designs
Indiana
$156K -$7.28K -148 -4%
PIA
1870
Powell Investment Advisors
Florida
$156K – – –
HGERS
1871
Householder Group Estate & Retirement Specialist
Arizona
$150K +$98 +2 +0.1%
CT
1872
Colonial Trust
South Carolina
$149K +$18.9K +383 +15%
GBT
1873
Grove Bank & Trust
Florida
$148K -$1.58K -32 -1%
PA
1874
PSI Advisors
Florida
$148K -$66.4K -1,349 -31%
IBOK
1875
Independence Bank of Kentucky
Kentucky
$148K -$19.7K -400 -12%
73 74
75
76 77