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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 %
NA
201
NewEdge Advisors
Louisiana
$39.5M +$29.9M +607,676 +311%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$39.1M +$2.93M +59,619 +8%
ACH
203
ArrowMark Colorado Holdings
Colorado
$39M +$325K +6,600 +0.8%
SCP
204
Seizert Capital Partners
Michigan
$39M -$2.11M -42,939 -5%
PCM
205
Prana Capital Management
Connecticut
$38.3M +$1.02M +20,649 +3%
ProShare Advisors
206
ProShare Advisors
Maryland
$38M -$2.97M -60,330 -7%
FRAF
207
Första AP-fonden
Sweden
$37.7M +$871K +17,700 +2%
MC
208
Mount Capital
United Kingdom
$37.7M -$7.28M -147,900 -16%
Mariner
209
Mariner
Kansas
$37.6M +$1.91M +38,705 +5%
Swedbank
210
Swedbank
Sweden
$37.6M -$1.36M -27,688 -3%
NW
211
NewEdge Wealth
Pennsylvania
$37.6M +$18.4M +373,996 +96%
SFG
212
Sather Financial Group
Texas
$37.3M – – –
TPSF
213
Texas Permanent School Fund
Texas
$36.9M -$304K -6,171 -0.8%
LFRG
214
Lazard Frères Gestion
France
$36.7M -$3.74M -80,284 -9%
Creative Planning
215
Creative Planning
Kansas
$36.6M -$3.05M -61,916 -8%
ACM
216
Advisors Capital Management
New Jersey
$36M -$240K -4,878 -0.7%
II
217
IFM Investors
Australia
$35.5M -$769K -15,615 -2%
AQR Capital Management
218
AQR Capital Management
Connecticut
$35.3M +$17.7M +359,276 +100%
Skandinaviska Enskilda Banken (SEB)
219
Skandinaviska Enskilda Banken (SEB)
Sweden
$35.1M -$3.15M -64,075 -8%
GRQ
220
Gardner Russo & Quinn
Pennsylvania
$35.1M -$696K -14,144 -2%
First Trust Advisors
221
First Trust Advisors
Illinois
$34.9M -$1.08M -21,953 -3%
NAM
222
Nissay Asset Management
Japan
$34.9M +$13.9M +281,889 +66%
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$34.7M -$27M -547,865 -44%
DnB Asset Management
224
DnB Asset Management
Norway
$33.7M -$84.2M -1,711,249 -71%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$33.3M +$2.09M +42,394 +7%
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