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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 %
VCM
1901
Versant Capital Management
Arizona
$113K +$44.1K +895 +64%
PCWA
1902
Pacific Capital Wealth Advisors
California
$112K +$112K +2,266 New
SWM
1903
Sugarloaf Wealth Management
Georgia
$111K +$4.97K +101 +5%
AA
1904
AlphaCentric Advisors
Puerto Rico
$108K +$108K +2,198 New
JGIA
1905
Jackson Grant Investment Advisers
Connecticut
$108K – – –
RIM
1906
Rockbridge Investment Management
New York
$106K +$106K +2,159 New
TC
1907
Trust Company
Kansas
$103K -$35.1K -713 -25%
VAMG
1908
Voisard Asset Management Group
Michigan
$102K +$102K +2,064 New
BFPW
1909
BOK Financial Private Wealth
Colorado
$100K -$16.1K -327 -14%
SR
1910
Syntax Research
Florida
$100K – – –
GFPC
1911
Global Financial Private Client
Florida
$99.5K – – –
DIP
1912
DT Investment Partners
Pennsylvania
$99.3K – – –
BWM
1913
BKM Wealth Management
Wisconsin
$98.5K +$98.5K +2,001 New
SOAMC
1914
Spirit of America Management Corp
New York
$98.4K – – –
CYG
1915
Clean Yield Group
Vermont
$98.4K – – –
AWM
1916
Ameliora Wealth Management
Switzerland
$98.4K – – –
AAG
1917
Armstrong Advisory Group
Massachusetts
$97.6K – – –
WFA
1918
West Financial Advisors
Iowa
$97.5K +$39.4K +800 +68%
OC
1919
Oakworth Capital
Alabama
$96.4K -$8.86K -180 -8%
PI
1920
PEAK6 Investments
Illinois
$95.3K +$95.3K +1,936 New
TSWM
1921
Tyler-Stone Wealth Management
Ohio
$94.4K +$935 +19 +1%
JEST
1922
JTC Employer Solutions Trustee
Jersey
$94K – – –
LTI
1923
Laffer Tengler Investments
Tennessee
$93.7K – – –
BWL
1924
Bogart Wealth LLC
Virginia
$93.1K +$3.69K +75 +4%
C
1925
Covestor
United Kingdom
$93K +$34K +689 +58%
75 76
77
78 79