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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 %
Point72 Asset Management
2176
Point72 Asset Management
Connecticut
– -$869K -21,267 Closed
RAG
2177
RIA Advisory Group
Iowa
– -$843K -20,633 Closed
SM
2178
Sciencast Management
New Jersey
– -$750K -18,355 Closed
Koshinski Asset Management
2179
Koshinski Asset Management
Illinois
– -$664K -16,250 Closed
BCP
2180
Blackhawk Capital Partners
Wisconsin
– -$617K -15,096 Closed
PCM
2181
Prelude Capital Management
New York
– -$608K -14,879 Closed
LWM
2182
Liberty Wealth Management
California
– -$606K -14,821 Closed
DS
2183
DRW Securities
Illinois
– -$554K -13,563 Closed
SFO
2184
Stokes Family Office
Louisiana
– -$551K -13,490 Closed
CL
2185
CSS LLC
Illinois
– -$479K -11,730 Closed
CA
2186
Capital Advantage
California
– -$436K -10,668 Closed
GCP
2187
Garda Capital Partners
Minnesota
– -$408K -9,994 Closed
ZIG
2188
Zuckerman Investment Group
Illinois
– -$407K -9,968 Closed
PSP
2189
Principal Street Partners
Tennessee
– -$404K -9,886 Closed
ESCM
2190
Echo Street Capital Management
New York
– -$395K -9,661 Closed
FI
2191
Fosun International
China
– -$386K -9,435 Closed
CCFM
2192
Clear Creek Financial Management
Washington
– -$364K -8,919 Closed
VCM
2193
Virtue Capital Management
Tennessee
– -$382K -8,776 Closed
GWP
2194
Gateway Wealth Partners
Wisconsin
– -$346K -8,467 Closed
KIA
2195
KLR Investment Advisors
Rhode Island
– -$248K -6,634 Closed
AC
2196
ASB Consultores
Florida
– -$265K -6,476 Closed
HCM
2197
Howland Capital Management
Massachusetts
– -$259K -6,345 Closed
TNA
2198
True North Advisors
Texas
– -$253K -6,191 Closed
WJA
2199
Willis Johnson & Associates
Texas
– -$248K -6,080 Closed
MIA
2200
Milestone Investment Advisors
Wisconsin
– -$247K -6,040 Closed
86 87
88
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