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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 %
TPCW
476
TD Private Client Wealth
New York
$6.22M +$436K +7,528 +8%
CFLC
477
California First Leasing Corp
California
$6.17M – – –
USAA
478
United Services Automobile Association
Texas
$6.14M -$73.2K -1,263 -1%
Luther King Capital Management (LKCM)
479
Luther King Capital Management (LKCM)
Texas
$6.13M -$90.4K -1,560 -1%
WT
480
Whittier Trust
California
$6.13M +$157K +2,713 +3%
PA
481
Procyon Advisors
Connecticut
$6.1M -$17.3K -298 -0.3%
BFS
482
Bard Financial Services
Connecticut
$6.03M -$884K -15,250 -13%
Tudor Investment Corp
483
Tudor Investment Corp
Connecticut
$6.02M -$20.9M -360,880 -78%
LFCM
484
Long Focus Capital Management
Puerto Rico
$5.97M -$1.5M -25,900 -20%
RVM
485
Robinson Value Management
Texas
$5.96M -$1.35M -23,257 -18%
UAM
486
Unison Asset Management
Florida
$5.95M -$49.5K -854 -0.8%
Man Group
487
Man Group
United Kingdom
$5.91M -$6.71M -115,709 -53%
ASN
488
Advisory Services Network
Georgia
$5.86M +$1.56M +26,900 +36%
HCM
489
Hutchinson Capital Management
California
$5.85M +$1.68K +29 +0%
CCG
490
Cloverfields Capital Group
Minnesota
$5.81M +$345K +5,949 +6%
MAM
491
Mark Asset Management
New York
$5.78M +$2.3M +39,747 +66%
FNBOO
492
First National Bank of Omaha
Nebraska
$5.74M -$1.78M -24,752 -24%
AUB
493
Atlantic Union Bankshares
Virginia
$5.74M +$547K +9,438 +11%
PA
494
PFG Advisors
Arizona
$5.73M -$29K -500 -0.5%
MIM
495
Morningstar Investment Management
Illinois
$5.67M -$150K -2,595 -3%
DWM
496
Dorchester Wealth Management
Quebec, Canada
$5.61M -$226K -3,900 -4%
AIP
497
Ameritas Investment Partners
Nebraska
$5.61M +$444K +7,655 +9%
SI
498
Stephens Inc
Arkansas
$5.55M -$88.1K -1,520 -2%
WAM
499
Winslow Asset Management
Ohio
$5.55M -$28.9K -499 -0.5%
HPG
500
Harvest Portfolios Group
Ontario, Canada
$5.55M -$200K -3,446 -3%
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