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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 %
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$16M -$191K -3,364 -1%
KRS
327
Kentucky Retirement Systems
Kentucky
$15.8M -$1M -17,262 -6%
BCM
328
Bridgeway Capital Management
Texas
$15.7M -$144K -2,481 -0.9%
OAM
329
Oppenheimer Asset Management
New York
$15.4M -$4.69M -80,881 -23%
LWIC
330
Leith Wheeler Investment Counsel
British Columbia, Canada
$15.3M -$15.3M -263,920 -50%
PAG
331
Private Advisor Group
New Jersey
$15.3M +$380K +6,549 +3%
WAM
332
Weiss Asset Management
Massachusetts
$15.3M +$15.3M +263,625 New
QI
333
QV Investors
Alberta, Canada
$15.3M -$128K -2,210 -0.8%
William Blair & Company
334
William Blair & Company
Illinois
$15.2M -$59.6K -1,028 -0.4%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$15.2M +$580K +10,012 +4%
N
336
Natixis
France
$15.2M -$81.7M -1,408,799 -84%
MI
337
M3F Inc
Utah
$15.1M -$4.35M -75,000 -22%
GAM
338
Griffin Asset Management
New York
$15M -$15.6K -269 -0.1%
AI
339
Atria Investments
North Carolina
$15M +$1.36M +23,494 +10%
MHC
340
Meyer Handelman Company
New York
$14.8M +$26.2K +452 +0.2%
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$14.8M -$1.74M -29,955 -11%
IMPI
342
Ilmarinen Mutual Pension Insurance
Finland
$14.8M – – –
LCM
343
Logan Capital Management
Pennsylvania
$14.7M -$647K -11,158 -4%
Los Angeles Capital Management
344
Los Angeles Capital Management
California
$14.7M +$1.04K +18 +0%
LAM
345
Lountzis Asset Management
Pennsylvania
$14.6M -$9.85K -170 -0.1%
WP
346
Waycross Partners
Kentucky
$14.5M +$1.14M +19,656 +8%
IPAM
347
ICICI Prudential Asset Management
India
$14.4M -$7.63M -131,600 -35%
Brown Advisory
348
Brown Advisory
Maryland
$14.4M +$124K +2,135 +0.9%
Pacer Advisors
349
Pacer Advisors
Pennsylvania
$14.3M +$336K +5,799 +2%
CII
350
Capital International Inc
California
$14M +$1.47M +25,342 +12%
12 13
14
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