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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 %
NRG
2101
Nemes Rush Group
Michigan
$5.12K -$112K -2,270 -96%
LIWM
2102
Long Island Wealth Management
New York
$5K +$5K +98 New
EAM
2103
Eukles Asset Management
Ohio
$4.97K – – –
LOIP
2104
Live Oak Investment Partners
Texas
$4.92K -$4.09K – –
TLA
2105
Tanglewood Legacy Advisors
Texas
$4.92K – – –
MBFW
2106
Morton Brown Family Wealth
Pennsylvania
$4.92K +$4.92K +100 New
TFA
2107
Toth Financial Advisory
Virginia
$4.58K – – –
JSAM
2108
J. Safra Asset Management
New York
$4.53K +$4.53K +92 New
DFA
2109
DHJJ Financial Advisors
Illinois
$4.52K -$10.4K -211 -70%
CCA
2110
Criterion Capital Advisors
Tennessee
$4.43K +$4.43K +90 New
BFS
2111
Burkett Financial Services
South Carolina
$4.32K +$4.32K +88 New
LFASL
2112
Lugano Financial Advisors SA (LFA)
Switzerland
$3.99K +$3.99K +81 New
CSWM
2113
Cassady Schiller Wealth Management
Ohio
$3.89K – – –
AP
2114
Aspect Partners
Virginia
$3.45K +$3.45K +70 New
FWA
2115
FSC Wealth Advisors
New York
$3.35K – – –
AFG
2116
Albion Financial Group
Utah
$3.3K – – –
DAL
2117
Delta Accumulation LLC
California
$3.12K – – –
GCM
2118
Gladius Capital Management
Illinois
$2.95K -$605K -12,289 -100%
PA
2119
Pineridge Advisors
Missouri
$2.76K +$2.76K +56 New
DWA
2120
Delos Wealth Advisors
Texas
$2.46K – – –
EWP
2121
Elevation Wealth Partners
California
$2.45K – – –
AA
2122
AlphaMark Advisors
Kentucky
$2K -$1.2K -30 -38%
FRA
2123
Frank Rimerman Advisors
California
$1.97K +$1.97K +40 New
LPP
2124
Life Planning Partners
Florida
$1.97K +$1.97K +40 New
TWP
2125
TFO Wealth Partners
Ohio
$1.72K -$61.3K -1,245 -97%
83 84
85
86 87