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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 %
MAA
351
Matrix Asset Advisors
New York
$13.9M -$300K -5,181 -2%
CIS
352
Connors Investor Services
Pennsylvania
$13.9M -$18.5K -319 -0.1%
Axa
353
Axa
France
$13.6M -$7.95M -137,101 -37%
HIMCH
354
Hartford Investment Management Co (HIMCO)
Connecticut
$13.5M -$697K -12,033 -5%
HIP
355
HUB Investment Partners
Texas
$13.5M -$2M -34,424 -13%
Credit Agricole
356
Credit Agricole
France
$13.4M +$5.58M +95,002 +71%
BT
357
Brandywine Trust
Delaware
$13.3M -$496K -8,561 -4%
DADC
358
D.A. Davidson & Co
Montana
$13.2M -$11.9K -206 -0.1%
VPIM
359
Vanguard Personalized Indexing Management
California
$13.1M +$2.2M +37,921 +20%
PF
360
Phoenix Financial
Israel
$12.9M +$5.09M +87,887 +65%
SCM
361
SKBA Capital Management
California
$12.9M – – –
FCH
362
Freestone Capital Holdings
Washington
$12.8M +$1.77M +30,607 +16%
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$12.8M -$685K -11,888 -5%
ACM
364
Ategra Capital Management
Virginia
$12.6M -$2.38M -41,025 -16%
CB
365
Commerce Bank
Missouri
$12.6M +$1.71M +29,559 +16%
CWM
366
Calamos Wealth Management
Illinois
$12.6M -$1.9M -32,771 -13%
IIM
367
Intact Investment Management
Quebec, Canada
$12.4M -$1.31M -22,600 -10%
SAM
368
Securian Asset Management
Minnesota
$12.3M -$1.05M -18,033 -8%
FHB
369
First Hawaiian Bank
Hawaii
$12.2M +$13.2K +228 +0.1%
LSERS
370
Louisiana State Employees Retirement System
Louisiana
$12.1M -$585K -10,100 -5%
CA
371
Cornerstone Advisors
North Carolina
$12M +$243K +4,200 +2%
AIA
372
Allied Investment Advisors
Montana
$12M +$336K +5,791 +3%
QOP
373
Quinn Opportunity Partners
Virginia
$12M -$17.3M -298,150 -59%
UE
374
Unisphere Establishment
Liechtenstein
$11.9M -$2.9M -50,000 -20%
MG
375
Markel Group
Virginia
$11.8M – – –
13 14
15
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