Wells Fargo
WFC
2,152 hedge funds and large institutions have $134B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 663 increasing their positions, 900 reducing their positions, and 108 closing their positions.
193% more first-time investments, than exits
New positions opened: 316 | Existing positions closed: 108
21% more capital invested
Capital invested by funds: $111B → $134B (+$22.9B)
12% more funds holding in top 10
Funds holding in top 10: 60 → 67 (+7)
9% more funds holding
Funds holding: 1,973 → 2,152 (+179)
1.1% more ownership
Funds ownership: 73.65% → 74.75% (+1.1%)
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: 900
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$519M |
| 2 |
JP Morgan Chase
New York
|
+$319M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$296M |
| 4 |
Neuberger Berman Group
New York
|
+$293M |
| 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
2,152 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2023, worth a combined $134B — up 21% from $111B a quarter earlier.
Buyers outnumbered sellers: 316 funds opened new WFC positions and 108 closed out — a net gain of 208 holders — while 663 added to existing stakes and 900 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $519M. The largest seller was T. Rowe Price Associates, cutting an estimated $211M.
- 2,152 institutional investors held Wells Fargo (WFC) as of Q4 2023, up from 1,973 in Q3 2023.
- Funds reported $134B of Wells Fargo stock for Q4 2023, up 21% quarter-over-quarter.
- 316 funds opened new Wells Fargo positions in Q4 2023 and 108 closed out, a net change of +208 holders.
- The largest Wells Fargo buyer in Q4 2023 was Arrowstreet Capital, an estimated $519M 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.