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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 %
RA
1926
Rise Advisors
New York
$91.3K +$39.4K +800 +76%
RL
1927
Rogco LP
Oklahoma
$90.3K – – –
WAS
1928
Winch Advisory Services
Wisconsin
$89.5K +$689 +14 +0.8%
GCM
1929
Gables Capital Management
Florida
$88.6K – – –
ATC
1930
Adirondack Trust Company
New York
$85.9K -$12K -215 -12%
BDS
1931
Banco de Sabadell
Florida
$84K -$52.2K -1,053 -38%
SWA
1932
SOA Wealth Advisors
New York
$81.6K -$2.95K -60 -3%
AWM
1933
Abound Wealth Management
Tennessee
$80.9K +$98 +2 +0.1%
HWA
1934
Heritage Wealth Advisors
Virginia
$79K +$14.8K +300 +23%
FMTCOCP
1935
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K +$941 +19 +1%
MFG
1936
Mendota Financial Group
Wisconsin
$78.9K – – –
CWC
1937
Carolinas Wealth Consulting
North Carolina
$78.1K +$2.36K +48 +3%
BHWM
1938
Bay Harbor Wealth Management
Maryland
$76.7K – – –
SIC
1939
SJS Investment Consulting
Ohio
$75K +$12K +244 +19%
MIM
1940
Macroview Investment Management
Maryland
$74.7K +$886 +18 +1%
KFI
1941
Key Financial Inc
Pennsylvania
$72.7K -$3.94K -80 -5%
FFA
1942
Frazier Financial Advisors
Ohio
$72.1K +$72.1K +1,465 New
NECFA
1943
New England Capital Financial Advisors
Connecticut
$71.9K +$541 +11 +0.8%
HCM
1944
Hollencrest Capital Management
California
$71.7K +$4.92K +100 +7%
UIA
1945
Ulland Investment Advisors
Minnesota
$71K – – –
CT
1946
Clearstead Trust
Maine
$70.4K -$7.97K -162 -10%
CWM
1947
Cranbrook Wealth Management
Michigan
$70.1K +$7.38K +150 +12%
AA
1948
Addison Advisors
Vermont
$69.4K +$15.1K +306 +28%
USB
1949
Union Savings Bank
Connecticut
$69.1K – – –
SA
1950
SRH Advisors
Kansas
$68.9K – – –
76 77
78
79 80