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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 %
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$11.8M -$324K -5,585 -3%
KOCAA
377
Knights of Columbus Asset Advisors
Connecticut
$11.7M -$423K -7,293 -3%
BCCM
378
Black Cypress Capital Management
Florida
$11.5M +$11.5M +198,615 New
PA
379
Pinnacle Associates
New York
$11.5M -$250K -4,312 -2%
GIM
380
Grassi Investment Management
California
$11.2M +$174 +3 +0%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$11.2M -$509K -8,779 -4%
EGA
382
Eagle Global Advisors
Texas
$10.9M -$7.25K -125 -0.1%
HCM
383
Hillman Capital Management
Maryland
$10.8M -$20.1K -347 -0.2%
FM
384
Freemont Management
Switzerland
$10.7M -$3.33M -57,400 -24%
Robeco Institutional Asset Management
385
Robeco Institutional Asset Management
Netherlands
$10.6M -$1.96M -33,833 -16%
NMERB
386
New Mexico Educational Retirement Board
New Mexico
$10.6M -$713K -12,300 -6%
AAA
387
Adams Asset Advisors
Texas
$10.5M -$22.1K -382 -0.2%
BCM
388
BTC Capital Management
Iowa
$10.4M +$10.4M +179,095 New
CA
389
Cetera Advisors
Colorado
$10.4M +$5.93M +102,374 +134%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$10.2M +$194K +3,364 +2%
QCM
391
Quantinno Capital Management
New York
$10.2M +$3.37M +58,151 +50%
ZCM
392
Ziegler Capital Management
Illinois
$10M -$351K -6,062 -3%
VIG
393
Vienna Insurance Group
Poland
$9.82M – – –
CCM
394
Channing Capital Management
Illinois
$9.81M -$20.7K -357 -0.2%
NAM
395
NorthCrest Asset Manangement
Minnesota
$9.77M +$456K +7,869 +5%
WIM
396
Wittenberg Investment Management
Massachusetts
$9.73M -$1.99M -34,269 -17%
KAS
397
Kestra Advisory Services
Texas
$9.66M +$697K +12,028 +8%
HCM
398
Hilton Capital Management
New York
$9.64M +$35.9K +619 +0.4%
CWA
399
Consilium Wealth Advisory
Texas
$9.52M -$293K -5,054 -3%
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$9.35M -$523K -9,031 -5%
14 15
16
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