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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 %
CMTU
401
Capital Markets Trading (UK)
United Kingdom
$9.34M +$3.92M +67,617 +72%
IP
402
Interval Partners
New York
$9.32M +$9.32M +160,779 New
CA
403
CSM Advisors
Pennsylvania
$9.2M +$60.8K +1,050 +0.7%
MGP
404
Metis Global Partners
California
$9.14M -$207K -3,575 -2%
MTIM
405
Marathon Trading Investment Management
Pennsylvania
$9.1M -$13.2M -226,937 -59%
BF
406
BOK Financial
Oklahoma
$8.88M -$563K -9,767 -6%
AF
407
Alerus Financial
North Dakota
$8.85M -$208K -3,591 -2%
WPC
408
Wedmont Private Capital
Pennsylvania
$8.8M +$1.24M +21,496 +16%
Bessemer Group
409
Bessemer Group
New Jersey
$8.79M +$3.95M +68,076 +81%
RC
410
RBF Capital
California
$8.69M – – –
NEAM
411
New England Asset Management
Connecticut
$8.65M +$396K +6,830 +5%
PCM
412
Poehling Capital Management
Wisconsin
$8.59M -$3.77K -65 -0%
EAM
413
Eagle Asset Management
Florida
$8.56M +$778K +13,513 +10%
HCMT
414
Highland Capital Management (Tennessee)
Tennessee
$8.54M -$118K -2,032 -1%
DWT
415
Dorsey & Whitney Trust
South Dakota
$8.45M -$206K -3,554 -2%
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$8.41M -$155K -2,672 -2%
MPM
417
Meritage Portfolio Management
Kansas
$8.36M -$565K -9,740 -6%
PL
418
Parkwood LLC
Ohio
$8.36M +$8.36M +144,166 New
BCM
419
Blume Capital Management
California
$8.31M -$13K -225 -0.2%
RJT
420
Raymond James Trust
Florida
$8.3M -$917K -15,815 -10%
A
421
Allianz
Germany
$8.25M +$8.25M +142,402 New
AIM
422
ARGA Investment Management
Connecticut
$8.22M -$18K -311 -0.2%
MIF
423
Mediolanum International Funds
Ireland
$8.16M +$8.16M +141,651 New
MFG
424
Monte Financial Group
Connecticut
$8.15M -$432K -7,461 -5%
IC
425
IEQ Capital
California
$8.03M +$913K +15,747 +13%
15 16
17
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