Wells Fargo
WFC
2,150 hedge funds and large institutions have $135B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 663 increasing their positions, 895 reducing their positions, and 107 closing their positions.
196% more first-time investments, than exits
New positions opened: 317 | Existing positions closed: 107
22% more capital invested
Capital invested by funds: $111B → $135B (+$24.6B)
12% more funds holding in top 10
Funds holding in top 10: 60 → 67 (+7)
9% more funds holding
Funds holding: 1,969 → 2,150 (+181)
2.09% more ownership
Funds ownership: 73.65% → 75.74% (+2.1%)
23% less call options, than puts
Call options by funds: $3.15B | Put options by funds: $4.07B
26% less repeat investments, than reductions
Existing positions increased: 663 | Existing positions reduced: 895
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.71B |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$519M |
| 3 |
JP Morgan Chase
New York
|
+$319M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$296M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$199M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$211M |
| 2 |
Millennium Management
New York
|
-$210M |
| 3 |
Bank of New York Mellon
New York
|
-$181M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$173M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$135M |
WFC Hedge Fund Activity: Q4 2023 in Review
2,150 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2023, worth a combined $135B — up 22% from $111B a quarter earlier.
Buyers outnumbered sellers: 317 funds opened new WFC positions and 107 closed out — a net gain of 210 holders — while 663 added to existing stakes and 895 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.71B. The largest seller was T. Rowe Price Associates, cutting an estimated $211M.
- 2,150 institutional investors held Wells Fargo (WFC) as of Q4 2023, up from 1,969 in Q3 2023.
- Funds reported $135B of Wells Fargo stock for Q4 2023, up 22% quarter-over-quarter.
- 317 funds opened new Wells Fargo positions in Q4 2023 and 107 closed out, a net change of +210 holders.
- The largest Wells Fargo buyer in Q4 2023 was Morgan Stanley, an estimated $1.71B added.
- The largest Wells Fargo seller in Q4 2023 was T. Rowe Price Associates, an estimated $211M sold.
Based on aggregated 13F filings for Q4 2023.