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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
$3.93B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.55B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.6B
4
Deutsche Bank
Deutsche Bank
Germany
$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$926M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.51B
2
Millennium Management
Millennium Management
New York
$191M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.25B
4
Capital International Investors
Capital International Investors
California
$3.2B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1976
Westport Asset Management
Connecticut
$49.2K – – –
SAG
1977
Spotlight Asset Group
Illinois
$49K – – –
KFP
1978
Keener Financial Planning
Texas
$49K +$49K +1,000 New
RFS
1979
Richardson Financial Services
Massachusetts
$49K +$49K +995 New
FDCP
1980
Foster Dykema Cabot & Partners
Massachusetts
$48.2K +$48.2K +979 New
PAG
1981
Paladin Advisory Group
Iowa
$47.2K – – –
BCMLT
1982
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.5K -$19K -464 -29%
LG
1983
LAM Group
Oregon
$44.3K – – –
CBT
1984
Central Bank & Trust
Kentucky
$44.2K – – –
SNB
1985
Security National Bank
Nebraska
$44.1K +$44.1K +896 New
CA
1986
Centerpoint Advisors
Massachusetts
$44K +$37.7K +759 +593%
FWM
1987
FSA Wealth Management
Massachusetts
$44K +$44K +897 New
MFT
1988
Moisand Fitzgerald Tamayo
Florida
$43.3K -$1.38K -28 -3%
CJ
1989
Caitlin John
Michigan
$42.6K +$42.6K +866 New
PP
1990
PrairieView Partners
Minnesota
$42K +$97 +2 +0.2%
SRCM
1991
Signature Resources Capital Management
California
$41.9K +$41.9K +851 New
BWM
1992
Baystate Wealth Management
Massachusetts
$40.9K +$1.38K +28 +3%
PAI
1993
Pittenger & Anderson Inc
Nebraska
$40.9K -$15K -304 -27%
TCM
1994
Tradewinds Capital Management
Washington
$40.6K +$1.48K +30 +4%
FMP
1995
Financial Management Professionals
Texas
$40K +$9.54K +195 +31%
IPW
1996
Impact Partnership Wealth
Georgia
$39.4K -$1.23K -25 -3%
TIM
1997
Tortoise Investment Management
New York
$39.4K -$1.03K -21 -3%
ATC
1998
Advantage Trust Company
Kansas
$39.4K +$39.4K +800 New
CTB
1999
Country Trust Bank
Illinois
$38.3K – – –
VWM
2000
Venturi Wealth Management
Texas
$35.6K +$18.5K +376 +108%
78 79
80
81 82