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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 %
RBA
526
Richard Bernstein Advisors
New York
$5.05M – – –
WAS
527
Wesleyan Assurance Society
United Kingdom
$5.01M – – –
WDC
528
Woodward Diversified Capital
California
$4.94M -$19.1K -330 -0.4%
AIMCA
529
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.92M -$1.59M -27,375 -24%
HI
530
Horizon Investments
North Carolina
$4.9M +$69.6K +1,207 +1%
Acadian Asset Management
531
Acadian Asset Management
Massachusetts
$4.89M -$903K -15,598 -16%
ESBC
532
E.S. Barr & Co
Kentucky
$4.89M -$845K -14,582 -15%
PS
533
Principal Securities
Iowa
$4.88M +$453K +7,824 +10%
RFC
534
Regions Financial Corp
Alabama
$4.84M -$84.5K -1,458 -2%
SW
535
Simplicity Wealth
New Jersey
$4.83M +$4.24M +73,181 +720%
MFG
536
Merit Financial Group
Georgia
$4.83M +$2.14M +35,716 +80%
SFA
537
Semmax Financial Advisors
North Carolina
$4.82M -$869K -14,102 -15%
RA
538
RFG Advisory
Alabama
$4.82M +$26.8K +462 +0.6%
CLOS
539
Compagnie Lombard Odier SCmA
Switzerland
$4.81M -$232K -4,000 -5%
MYAM
540
Meiji Yasuda Asset Management
Japan
$4.81M +$560K +9,666 +13%
Focus Partners Wealth
541
Focus Partners Wealth
Massachusetts
$4.81M +$3.75M +64,759 +357%
AWM
542
AE Wealth Management
Kansas
$4.68M -$16.5M -284,658 -78%
KWM
543
Kingsview Wealth Management
Oregon
$4.65M +$956K +16,492 +26%
TCM
544
Twin Capital Management
Pennsylvania
$4.61M -$299K -5,157 -6%
FTDI
545
First Trust Direct Indexing
Massachusetts
$4.58M +$364K +6,283 +9%
CPBTD
546
Central Pacific Bank - Trust Division
Hawaii
$4.57M +$4.57M +79,375 New
ATC
547
Argent Trust Co
Tennessee
$4.56M +$744K +12,831 +19%
WCM
548
Weik Capital Management
Pennsylvania
$4.49M -$29K -500 -0.6%
NSEDCP
549
NJ State Employees Deferred Compensation Plan
New Jersey
$4.46M – – –
Verition Fund Management
550
Verition Fund Management
Connecticut
$4.44M -$94.1K -1,624 -2%
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