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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
1
Morgan Stanley
New York
$3.93B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.55B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.6B
4
Deutsche Bank
4
Deutsche Bank
Germany
$639M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$926M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.51B
2
Millennium Management
2
Millennium Management
New York
$191M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.25B
4
Capital International Investors
4
Capital International Investors
California
$3.2B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
2126
USA Financial Formulas
Michigan
$1.38K +$148 +3 +12%
VWM
2127
Valley Wealth Managers
New Jersey
$1.28K – – –
LFA
2128
Livelsberger Financial Advisory
Ohio
$1.19K +$1.19K +24 New
AIMA
2129
Ables Iannone Moore & Associates
Georgia
$492 +$492 +10 New
DRS
2130
Deane Retirement Strategies
Louisiana
$98 +$98 +2 New
FGAM
2131
Financial Gravity Asset Management
Texas
$52 – – –
DWM
2132
Dogwood Wealth Management
Kansas
$35 +$35 +1 New
AS
2133
Altshuler Shaham
Israel
– -$134M -3,276,652 Closed
Alyeska Investment Group
2134
Alyeska Investment Group
Illinois
– -$55.3M -1,353,081 Closed
Optiver Holding
2135
Optiver Holding
Netherlands
– -$46.3M -1,134,288 Closed
LCM
2136
Laurion Capital Management
New York
– -$25.9M -633,380 Closed
WG
2137
Winton Group
United Kingdom
– -$24.3M -595,745 Closed
ADEF
2138
Adams Diversified Equity Fund
Maryland
– -$23.3M -569,800 Closed
GC
2139
Gillson Capital
Illinois
– -$19.3M -472,278 Closed
SCM
2140
Suvretta Capital Management
New York
– -$17.5M -428,506 Closed
CF
2141
Cantor Fitzgerald
New York
– -$16.1M -395,172 Closed
MMA
2142
Mizuho Markets Americas
New York
– -$13.4M -328,964 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
2143
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$11.9M -292,100 Closed
AU
2144
Algebris (UK)
United Kingdom
– -$10.1M -246,663 Closed
RCWMU
2145
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$9.37M -229,217 Closed
WMSA
2146
Weiss Multi-Strategy Advisers
New York
– -$9.23M -225,916 Closed
ACM
2147
Aquatic Capital Management
Illinois
– -$7.6M -185,900 Closed
PL
2148
Parkwood LLC
Ohio
– -$7.07M -172,958 Closed
AF
2149
Ally Financial
Michigan
– -$6.13M -150,000 Closed
TC
2150
TwinBeech Capital
New York
– -$6.09M -149,047 Closed
84 85
86
87 88