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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
31.26%
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 %
CAM
1951
Clarity Asset Management
Iowa
$66.4K +$66.4K +1,350 New
FC
1952
Family CFO
California
$66.3K – – –
KIG
1953
Kessler Investment Group
Indiana
$65.4K -$9.4K -191 -13%
GG
1954
Greenwood Gearhart
Arkansas
$63.3K +$63.3K +1,290 New
NBT
1955
Northwest Bank & Trust
Iowa
$63.2K +$63.2K +1,285 New
MWM
1956
Mascoma Wealth Management
New Hampshire
$63.1K -$6.1K -124 -9%
GJIA
1957
Glass Jacobson Investment Advisors
Maryland
$62.9K -$2.76K -56 -4%
OIA
1958
Optimum Investment Advisors
Illinois
$62.8K -$148 -3 -0.2%
AT
1959
Avalon Trust
New Mexico
$62.4K – – –
FCT
1960
First Community Trust
Iowa
$62.4K -$29.5K -600 -32%
RAM
1961
Ramirez Asset Management
New York
$61.2K – – –
FGA
1962
Fortis Group Advisors
New Jersey
$61K +$30.5K +620 +100%
IRAG
1963
Investment Research & Advisory Group
Georgia
$60.3K – – –
BONH
1964
Bank of New Hampshire
New Hampshire
$60K – – –
WAM
1965
WFA Asset Management
Wisconsin
$59.4K -$25.4K -516 -30%
ME
1966
McIlrath & Eck
Washington
$58.8K – – –
CHC
1967
City Holding Co
West Virginia
$57.1K – – –
GWSG
1968
GPS Wealth Strategies Group
Colorado
$52.6K – – –
MCM
1969
MidAtlantic Capital Management
Virginia
$52.6K +$52.6K +1,068 New
AFS
1970
Annapolis Financial Services
Maryland
$51.9K -$12.2K -247 -19%
AWM
1971
Atticus Wealth Management
Florida
$51.7K – – –
OP
1972
ORG Partners
Indiana
$51.4K -$10.6K -216 -17%
Loomis, Sayles & Company
1973
Loomis, Sayles & Company
Massachusetts
$51K -$2.55K -52 -5%
CAM
1974
Creekmur Asset Management
Illinois
$49.5K +$49.5K +1,006 New
AIM
1975
Arcadia Investment Management
Michigan
$49.2K -$11.1K -225 -18%
77 78
79
80 81