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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 %
MAM
501
Madison Asset Management
Wisconsin
$5.49M -$112K -1,927 -2%
KPWS
502
Kestra Private Wealth Services
Texas
$5.49M +$56.2K +970 +1%
SFI
503
Siemens Fonds Invest
Germany
$5.41M -$283K -4,881 -5%
BG
504
Bahl & Gaynor
Ohio
$5.36M -$61.1K -1,055 -1%
BCM
505
Brookmont Capital Management
Texas
$5.35M +$20.2K +349 +0.4%
NIM
506
NEOS Investment Management
Connecticut
$5.33M +$2.35M +40,472 +79%
CWM
507
Concentric Wealth Management
California
$5.32M +$109K +1,880 +2%
IWC
508
Integrated Wealth Concepts
Massachusetts
$5.31M -$1.89M -32,597 -26%
CFO
509
Callan Family Office
Pennsylvania
$5.3M +$54.7K +943 +1%
ECM
510
Elgethun Capital Management
South Dakota
$5.29M -$11.1K -192 -0.2%
CA
511
Continental Advisors
Utah
$5.27M +$174K +3,000 +3%
CK
512
Cohen Klingenstein
New York
$5.27M – – –
WFC
513
Western Financial Corp
California
$5.27M – – –
CP
514
Clayton Partners
California
$5.26M -$246K -4,238 -4%
SC
515
Savant Capital
Illinois
$5.26M +$344K +5,936 +7%
TMAM
516
Tokio Marine Asset Management
Japan
$5.25M +$483K +8,333 +10%
TIAA Trust, National Association
517
TIAA Trust, National Association
North Carolina
$5.25M +$107K +1,846 +2%
IGAM
518
iA Global Asset Management
Quebec, Canada
$5.2M -$572K -9,864 -10%
Assenagon Asset Management
519
Assenagon Asset Management
Luxembourg
$5.14M +$93.1K +1,606 +2%
MCM
520
Mill Capital Management
North Carolina
$5.11M -$35.9K -620 -0.7%
GFA
521
Gifford Fong Associates
California
$5.1M – – –
TI
522
Tidal Investments
Wisconsin
$5.1M +$877K +15,139 +21%
FNFDCM
523
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.09M -$164K -2,832 -3%
SWP
524
Stratos Wealth Partners
Ohio
$5.08M -$368K -6,352 -7%
LF
525
Longbow Finance
Switzerland
$5.08M +$5.08M +87,569 New
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