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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 %
YDMI
2051
Y.D. More Investments
Israel
$16.7K +$16.7K +339 New
RTL
2052
Red Tortoise LLC
Georgia
$16.5K -$6.89K -140 -29%
KFS
2053
Kelly Financial Services
Massachusetts
$16.1K -$80.4K -1,633 -83%
TFM
2054
TFC Financial Management
Massachusetts
$16K -$16.2K -330 -50%
NFA
2055
Northwest Financial Advisors
Virginia
$15.9K +$15.9K +323 New
MSG
2056
Main Street Group
Virginia
$15.7K +$15.7K +319 New
PP
2057
PFS Partners
New Jersey
$15.3K – – –
BCM
2058
Bourgeon Capital Management
Connecticut
$15.2K – – –
HDIM
2059
Hanson & Doremus Investment Management
Vermont
$15K +$772 +16 +5%
WIM
2060
Westside Investment Management
California
$14.8K – – –
OPTFSNA
2061
Old Point Trust & Financial Services N A
Virginia
$14.8K +$14.8K +300 New
DWA
2062
Dougherty Wealth Advisers
Minnesota
$14.7K -$11.6K -236 -44%
NOI
2063
Newton One Investments
Delaware
$14.6K -$2.91K -59 -17%
PCMC
2064
Planning Capital Management Corporation
Pennsylvania
$14.1K +$14.1K +286 New
CFS
2065
CGC Financial Services
Oregon
$13.8K – – –
NF
2066
Norwood Financial
Pennsylvania
$12.3K – – –
NMM
2067
Naples Money Management
Florida
$12.3K +$12.3K +249 New
DF
2068
Dunhill Financial
United Kingdom
$12K +$12K +244 New
CMP
2069
Coston McIsaac & Partners
Maine
$12K – – –
EC
2070
Elequin Capital
New York
$12K +$12K +243 New
CFFP
2071
Center for Financial Planning
Michigan
$11.3K +$3.64K +74 +47%
T
2072
Tidemark
California
$11.2K +$11.2K +228 New
PWA
2073
Provenance Wealth Advisors
Florida
$11.1K +$6.79K +138 +157%
GG
2074
Gleason Group
Kentucky
$11.1K +$98 +2 +0.9%
FCG
2075
Financial Connections Group
California
$11K +$11K +241 New
81 82
83
84 85