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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 %
IIM
451
INTECH Investment Management
Florida
$7.19M -$5.13M -88,584 -42%
MHIC
452
Marble Harbor Investment Counsel
Massachusetts
$7.17M +$433K +7,465 +6%
SPIA
453
Steward Partners Investment Advisory
New York
$7.03M +$3.94M +67,990 +127%
DILIC
454
Dai-ichi Life Insurance Company
Japan
$7.03M -$120K -2,073 -2%
CIP
455
Chartwell Investment Partners
Pennsylvania
$7.03M +$34.8K +601 +0.5%
GCM
456
Gibraltar Capital Management
Oklahoma
$7.02M -$2.05M -35,336 -23%
VIM
457
Vinva Investment Management
Australia
$6.95M -$406K -7,000 -6%
AAS
458
Avantax Advisory Services
Texas
$6.94M -$262K -4,515 -4%
BBI
459
Baxter Bros Inc
Connecticut
$6.89M -$220K -3,800 -3%
KRSITF
460
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.88M -$615K -10,615 -8%
Lido Advisors
461
Lido Advisors
California
$6.84M -$238K -4,100 -3%
MWM
462
Mission Wealth Management
California
$6.76M +$4.13M +71,215 +157%
TWC
463
TD Waterhouse Canada
Ontario, Canada
$6.76M -$1.16M -17,980 -15%
NMIMC
464
Northwestern Mutual Investment Management Company
Wisconsin
$6.62M -$43.6K -753 -0.7%
PCA
465
Providence Capital Advisors
North Carolina
$6.59M -$99.4K -1,715 -1%
BFG
466
Beacon Financial Group
Texas
$6.56M -$293K -5,050 -4%
ATPW
467
Ashton Thomas Private Wealth
Arizona
$6.43M +$191K +3,299 +3%
Fuller & Thaler Asset Management
468
Fuller & Thaler Asset Management
California
$6.4M -$4.53M -78,163 -41%
AWS
469
Atria Wealth Solutions
New York
$6.39M +$512K +8,828 +9%
AF
470
Allworth Financial
California
$6.33M +$1.47M +25,358 +30%
TW
471
TritonPoint Wealth
Maryland
$6.33M +$124K +2,732 +2%
MCM
472
MAI Capital Management
Ohio
$6.31M +$1.63M +28,145 +35%
NC
473
NBW Capital
Massachusetts
$6.3M -$18.8K -324 -0.3%
RG
474
Rathbones Group
United Kingdom
$6.27M -$190K -3,274 -3%
PFS
475
Prospera Financial Services
Texas
$6.23M +$244K +4,213 +4%
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