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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 %
IG
301
ING Group
Netherlands
$19.9M +$19.9M +343,546 New
KP
302
Kiltearn Partners
United Kingdom
$19.9M -$36.3M -630,500 -65%
SCM
303
Shelton Capital Management
Colorado
$19.6M +$15M +258,382 +326%
AssetMark Inc
304
AssetMark Inc
California
$19.6M +$54.1K +934 +0.3%
ECM
305
ExodusPoint Capital Management
New York
$19.6M +$12.2M +210,398 +166%
EMPI
306
Elo Mutual Pension Insurance
Finland
$19.2M +$718K +12,396 +4%
EDRH
307
Edmond de Rothschild Holding
Switzerland
$19.2M -$62.1K -1,071 -0.3%
SGK
308
Steigerwald Gordon & Koch
Virginia
$18.6M +$156K +2,683 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
309
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.2M +$18.2M +313,529 New
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$18.1M -$658K -11,353 -4%
SC
311
Scotia Capital
Ontario, Canada
$18.1M -$725K -12,507 -4%
GIBU
312
Gulf International Bank (UK)
United Kingdom
$18M +$89.3K +1,541 +0.5%
OPERF
313
Oregon Public Employees Retirement Fund
Oregon
$17.8M -$11.1M -190,910 -38%
C
314
Certuity
Florida
$17.6M -$130K -2,242 -0.7%
SIM
315
Sprucegrove Investment Management
Ontario, Canada
$17.6M +$6.99M +120,600 +66%
GT
316
Glenview Trust
Kentucky
$17.5M +$2.49M +43,002 +17%
FCMC
317
Founders Capital Management (Connecticut)
Connecticut
$17.5M -$19.6K -339 -0.1%
DJSG
318
D.J. St. Germain
Massachusetts
$17.5M +$7.01K +121 +0%
UCFA
319
United Capital Financial Advisors
Texas
$17.3M -$1.9M -32,832 -10%
SAM
320
SP Asset Management
California
$17.1M -$480K -8,277 -3%
KBC Group
321
KBC Group
Belgium
$16.7M -$41.3M -712,082 -71%
Wealthfront Advisers
322
Wealthfront Advisers
California
$16.6M +$619K +10,687 +4%
BAM
323
Berkshire Asset Management
Pennsylvania
$16.2M -$167K -2,889 -1%
MCM
324
Maltese Capital Management
New York
$16.2M -$5.23M -90,300 -24%
HIC
325
Harbor Island Capital
Massachusetts
$16.2M – – –
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