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Wells Fargo
WFC

Overview Fund Activity

2,180 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 718 increasing their positions, 959 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,180
Holders Change
+48
Holders Change %
+2.25%
% of All Funds
31.6%
Holding in Top 10
73
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.96%
% of All Funds
1.06%
New
204
Increased
718
Reduced
959
Closed
128
Calls
$3.65B
Puts
$4B
Net Calls
-$350M
Net Calls Change
+$567M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.4B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$551M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$140M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$136M
5
Barclays
Barclays
United Kingdom
+$108M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.33B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$692M
3
DSA
Davis Selected Advisers
Arizona
-$339M
4
Capital International Investors
Capital International Investors
California
-$323M
5
Amundi
Amundi
France
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
276
Poplar Forest Capital
California
$25.4M -$5.46M -94,192 -18%
BCIM
277
British Columbia Investment Management
British Columbia, Canada
$25.2M +$803K +13,858 +3%
MAMU
278
Marathon Asset Management (UK)
United Kingdom
$25.2M -$6.66M -114,904 -21%
TC
279
TownSquare Capital
Utah
$25M +$2.61M +44,995 +12%
Citadel Advisors
280
Citadel Advisors
Florida
$24.9M -$2.04M -35,177 -8%
NAM
281
Nissay Asset Management
Japan
$24.9M -$16.1M -278,189 -39%
BPA
282
Beacon Pointe Advisors
California
$24.5M +$367K +6,334 +2%
KA
283
KLCM Advisors
Wisconsin
$24.5M -$786K -13,562 -3%
BSA
284
Braun Stacey Associates
New York
$24.4M +$184K +3,167 +0.8%
RAM
285
Rempart Asset Management
Canada
$24M +$799K +13,788 +3%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$23.1M +$903K +15,581 +4%
AWCI
287
Alpine Woods Capital Investors
New York
$22.8M -$341K -5,745 -1%
DIA
288
Dana Investment Advisors
Wisconsin
$22.8M -$766K -13,224 -3%
M&T Bank
289
M&T Bank
New York
$22.6M -$9.94M -171,518 -31%
HP
290
Holowesko Partners
Bahamas
$22.3M -$811K -14,000 -4%
ACH
291
ArrowMark Colorado Holdings
Colorado
$22.2M -$23.8M -410,000 -52%
Pathstone Holdings
292
Pathstone Holdings
New Jersey
$21.6M +$1.81M +31,297 +9%
CFIA
293
Cantor Fitzgerald Investment Advisors
New York
$21.4M -$509K -8,780 -2%
EBSAM
294
Eubel Brady & Suttman Asset Management
Ohio
$21.1M -$3.94M -68,010 -16%
SBWIC
295
Schaper Benz & Wise Investment Counsel
Wisconsin
$21M +$47.1K +813 +0.2%
GC
296
Guggenheim Capital
Illinois
$20.9M +$1.55M +26,796 +8%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$20.8M +$1.5M +25,820 +8%
PMG
298
ProVise Management Group
Florida
$20.5M +$967K +16,688 +5%
CAN
299
Cetera Advisor Networks
California
$20.4M +$189K +3,258 +0.9%
PCH
300
Polar Capital Holdings
United Kingdom
$20M -$1.88M -32,432 -9%
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