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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
$3.49B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.8B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$227M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$339M
5
Barclays
Barclays
United Kingdom
$806M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.29B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.44B
3
DSA
Davis Selected Advisers
Arizona
$1.36B
4
Capital International Investors
Capital International Investors
California
$3.44B
5
Amundi
Amundi
France
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital World Investors
26
Capital World Investors
California
$1.31B -$215M -3,716,667 -14%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.26B -$15.2M -262,269 -1%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$1.2B -$36.9M -636,671 -3%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.13B -$28.7M -495,760 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.1B +$4.32M +74,543 +0.4%
DZ Bank
31
DZ Bank
Germany
$1.08B -$77.8M -1,341,480 -7%
Pzena Investment Management
32
Pzena Investment Management
New York
$993M -$48.8M -842,589 -5%
UBS AM
33
UBS AM
Illinois
$991M -$44.3M -763,567 -4%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$947M -$161M -2,781,450 -15%
Goldman Sachs
35
Goldman Sachs
New York
$833M +$35.3M +608,521 +4%
Barclays
36
Barclays
United Kingdom
$806M +$108M +1,855,358 +15%
Boston Partners
37
Boston Partners
Massachusetts
$695M -$97.9M -1,686,342 -12%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$598M -$116M -1,995,999 -16%
Deutsche Bank
39
Deutsche Bank
Germany
$565M -$188M -3,248,337 -25%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$522M -$178M -3,077,799 -25%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$518M +$89.5M +1,544,710 +21%
LSV Asset Management
42
LSV Asset Management
Illinois
$507M -$32.7M -564,800 -6%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$493M -$4.42M -76,201 -0.9%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$476M +$65.4M +1,128,763 +16%
Lazard Asset Management
45
Lazard Asset Management
New York
$473M -$15.2M -262,303 -3%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$451M -$50.5M -871,070 -10%
APG Asset Management
47
APG Asset Management
Netherlands
$449M +$4.78M +88,985 +1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$445M -$4.1M -71,212 -0.9%
UBS Group
49
UBS Group
Switzerland
$416M +$56.3M +970,686 +16%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$409M +$7.37M +127,086 +2%
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