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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 %
EF
426
Empirical Finance
Pennsylvania
$7.98M +$251K +4,335 +3%
SFS
427
Sowell Financial Services
Arkansas
$7.89M -$110K -1,898 -1%
SA
428
SpiderRock Advisors
Delaware
$7.88M +$7.88M +136,480 New
TRCT
429
Tower Research Capital (TRC)
New York
$7.82M -$26.5M -457,298 -77%
HAI
430
Hennessy Advisors Inc
California
$7.8M -$1.69M -29,100 -18%
ECM
431
Estabrook Capital Management
New York
$7.78M -$70.5K -1,216 -0.9%
BCI
432
Brinker Capital Investments
Pennsylvania
$7.77M +$312K +5,388 +4%
OPS
433
Orion Portfolio Solutions
Nebraska
$7.77M +$312K +5,388 +4%
CTA
434
Chesley Taft & Associates
Illinois
$7.68M +$258K +4,455 +3%
PMAM
435
Picton Mahoney Asset Management
Ontario, Canada
$7.66M -$503K -8,670 -6%
TCM
436
Tufton Capital Management
Maryland
$7.65M -$63.4K -1,093 -0.8%
HP
437
Hikari Power
Japan
$7.56M – – –
OCM
438
Olstein Capital Management
New York
$7.54M -$1.74M -30,000 -19%
Kovitz Investment Group Partners
439
Kovitz Investment Group Partners
Illinois
$7.5M +$34.5K +595 +0.5%
SM
440
Salzhauer Michael
$7.47M -$1.27M -21,940 -15%
EWA
441
EP Wealth Advisors
California
$7.42M -$610K -10,521 -8%
SCM
442
Sirios Capital Management
Massachusetts
$7.39M -$3.79M -65,341 -34%
HI
443
Hoey Investments
Pennsylvania
$7.34M +$650K +11,222 +10%
UCI
444
Uncommon Cents Investing
Wisconsin
$7.34M -$49.6K -855 -0.7%
DA
445
DCM Advisors
New York
$7.34M -$535K -9,234 -7%
TI
446
tru Independence
Oregon
$7.33M -$328K -5,659 -4%
IFAM
447
Institutional & Family Asset Management
Colorado
$7.27M -$594K -10,244 -8%
NB
448
Norinchukin Bank
Japan
$7.23M -$161K -2,784 -2%
EF
449
Empowered Funds
Pennsylvania
$7.23M -$2.79M -48,086 -28%
SA
450
Sicart Associates
New York
$7.2M -$86.9K -1,500 -1%
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