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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 %
TFIPS
1876
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K +$145K +2,950 New
CAL
1877
Capital Advisors Ltd
Ohio
$145K -$1.67K -34 -1%
PS
1878
Planned Solutions
California
$142K +$142K +2,895 New
ACA
1879
American Capital Advisory
Idaho
$140K +$140K +2,846 New
RA
1880
Rational Advisors
New York
$139K -$237K -4,813 -63%
CI
1881
Cordant Inc
Oregon
$139K +$139K +2,821 New
MHR
1882
Matthew Hamilton Rosenberg
$135K -$24.7K -502 -15%
CIR
1883
Clear Investment Research
Georgia
$135K – – –
ODG
1884
O'Dell Group
Ohio
$134K +$134K +2,726 New
CAL
1885
Capital Analysts LLC
Pennsylvania
$133K +$14.8K +301 +13%
GEA
1886
Glen Eagle Advisors
New Jersey
$131K -$2.71K -55 -2%
MSE
1887
MUFG Securities EMEA
United Kingdom
$129K -$123K -2,491 -49%
MTIC
1888
Missouri Trust & Investment Company
Missouri
$128K – – –
PFA
1889
Pathway Financial Advisers
Indiana
$128K – – –
AAP
1890
Arax Advisory Partners
Colorado
$127K -$24.2K -491 -16%
FBC
1891
Fairfield, Bush & Co
Connecticut
$126K +$126K +2,556 New
LFG
1892
Larson Financial Group
Missouri
$125K -$3.2K -65 -2%
FUBT
1893
First United Bank & Trust
Maryland
$125K +$125K +2,534 New
CHA
1894
Carmichael Hill & Associates
Maryland
$124K +$295 +6 +0.2%
MAM
1895
Marquette Asset Management
Minnesota
$123K -$32.3K -656 -21%
CB
1896
CNB Bank
Pennsylvania
$120K -$1.58K -32 -1%
ANBT
1897
American National Bank & Trust
Texas
$120K +$7.68K +156 +7%
DWMG
1898
DB Wealth Management Group
California
$119K – – –
QPBE
1899
Quintet Private Bank (Europe)
Luxembourg
$115K -$135K -2,750 -54%
NFSG
1900
Newbridge Financial Services Group
Florida
$113K -$14.4K -293 -11%
74 75
76
77 78