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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 %
PP
551
Prudential plc
United Kingdom
$4.38M -$6.17M -106,452 -59%
TSW
552
Thompson Siegel & Walmsley
Virginia
$4.38M -$7.92M -136,642 -64%
HWM
553
HighMark Wealth Management
Minnesota
$4.34M -$4.76K -82 -0.1%
WS
554
Wedbush Securities
California
$4.33M +$242K +4,183 +6%
COI
555
Connable Office Inc
Michigan
$4.31M -$81.3K -1,403 -2%
ET
556
Entropy Technologies
New York
$4.3M +$4.3M +74,183 New
SF
557
Synovus Financial
Georgia
$4.23M +$2.72K +47 +0.1%
AWM
558
Axxcess Wealth Management
California
$4.21M +$412K +7,114 +11%
GCM
559
Genus Capital Management
British Columbia, Canada
$4.2M +$4.2M +72,400 New
DWP
560
Daymark Wealth Partners
Ohio
$4.19M +$285K +4,910 +7%
BS
561
Banco Santander
Spain
$4.18M -$1.57M -27,037 -27%
BBWA
562
Bell & Brown Wealth Advisors
California
$4.16M -$1.35M -23,262 -24%
PAS
563
Park Avenue Securities
New York
$4.16M +$516K +8,899 +14%
AWM
564
Apollon Wealth Management
South Carolina
$4.14M +$92K +1,588 +2%
BFS
565
Bradley Foster & Sargent
Connecticut
$4.14M -$36.5K -630 -0.9%
PGFC
566
Peapack-Gladstone Financial Corp
New Jersey
$4.1M -$303K -5,229 -7%
LKIM
567
Lawson Kroeker Investment Management
Nebraska
$4.06M -$332K -5,724 -8%
AG
568
AIA Group
Hong Kong
$4.05M +$2.59M +44,692 +177%
LFAS
569
Level Four Advisory Services
Texas
$4.05M +$276K +5,610 +7%
SP
570
SWS Partners
Ohio
$4.03M +$187K +3,231 +5%
VI
571
Vestcor Inc
New Brunswick, Canada
$3.99M -$509K -8,782 -11%
WF
572
Welch & Forbes
Massachusetts
$3.97M +$29.3K +506 +0.7%
GT
573
Greenleaf Trust
Michigan
$3.96M -$133K -2,296 -3%
CANC
574
Culbertson A N & Co
Virginia
$3.94M -$71.9K -1,240 -2%
KS
575
Karpas Strategies
Connecticut
$3.85M +$14.1K +243 +0.4%
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