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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 %
SWA
2201
SFMG Wealth Advisors
Texas
– -$247K -6,036 Closed
TTWM
2202
TCV Trust & Wealth Management
Virginia
– -$241K -5,903 Closed
DC
2203
Defender Capital
North Carolina
– -$241K -5,893 Closed
OCBCO
2204
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$234K -5,733 Closed
TCBWMS
2205
Texas Capital Bank Wealth Management Services
Texas
– -$232K -5,686 Closed
HWM
2206
Hohimer Wealth Management
Washington
– -$230K -5,641 Closed
IA
2207
IFG Advisory
Georgia
– -$229K -5,611 Closed
CCA
2208
Cottonwood Capital Advisors
Utah
– -$228K -5,579 Closed
IDA
2209
Intelligence Driven Advisers
California
– -$215K -5,522 Closed
EW
2210
Evoke Wealth
California
– -$220K -5,378 Closed
DAM
2211
Deltec Asset Management
New York
– -$215K -5,260 Closed
WA
2212
Win Advisors
Florida
– -$208K -5,096 Closed
BFA
2213
Beaumont Financial Advisors
Massachusetts
– -$206K -5,041 Closed
AFM
2214
Anson Funds Management
Texas
– -$205K -5,029 Closed
WMA
2215
West Michigan Advisors
Michigan
– -$126K -3,088 Closed
HL
2216
HeadInvest LLC
Maine
– -$118K -2,985 Closed
FAM
2217
Flaharty Asset Management
Florida
– -$112K -2,738 Closed
AIM
2218
Acropolis Investment Management
Missouri
– -$105K -2,579 Closed
RCG
2219
Rock Creek Group
District of Columbia
– -$100K -2,458 Closed
SOW
2220
State of Wyoming
Wyoming
– -$90.9K -2,224 Closed
CM
2221
Capula Management
Cayman Islands
– -$86.4K -2,115 Closed
CFA
2222
CWS Financial Advisors
Michigan
– -$79.6K -1,949 Closed
EARNEST Partners
2223
EARNEST Partners
Georgia
– -$72K -1,761 Closed
APW
2224
Acima Private Wealth
Virginia
– -$68.9K -1,687 Closed
RTC
2225
Riverview Trust Company
Washington
– -$62.5K -1,530 Closed
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