WFC icon

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 %
MC
601
Moors & Cabot
Massachusetts
$3.29M +$8.69K +150 +0.3%
CAM
602
Cidel Asset Management
Ontario, Canada
$3.29M -$58.7K -1,012 -2%
SFM
603
Signet Financial Management
New Jersey
$3.29M +$49K +845 +2%
PPW
604
Parcion Private Wealth
Washington
$3.28M – – –
CL
605
Choreo LLC
Illinois
$3.27M +$392K +6,762 +14%
CIA
606
Capital Investment Advisors
Georgia
$3.27M -$4.52K -78 -0.1%
PA
607
Profund Advisors
Maryland
$3.26M -$53.8K -929 -2%
PCTC
608
Perkins Coie Trust Company
Washington
$3.24M -$27.1K -467 -0.8%
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$3.22M +$75.2K +1,297 +2%
SFA
610
Sequoia Financial Advisors
Ohio
$3.2M -$1.58M -27,208 -33%
MSS
611
Mitchell Sinkler & Starr
Pennsylvania
$3.2M -$101K -1,750 -3%
STA
612
Summit Trail Advisors
New York
$3.19M +$171K +2,955 +6%
CIS
613
Capital International Sarl
California
$3.18M +$819K +14,136 +35%
LCM
614
Legato Capital Management
California
$3.17M – – –
SAM
615
Selway Asset Management
$3.16M – – –
SCI
616
S&CO Inc
Massachusetts
$3.16M -$188K -3,250 -6%
SCA
617
Stonebridge Capital Advisors
Minnesota
$3.14M -$102K -1,753 -3%
QCM
618
Qsemble Capital Management
New York
$3.12M -$4.21M -72,659 -57%
QCIG
619
Quad-Cities Investment Group
Iowa
$3.09M -$63.1K -1,088 -2%
MA
620
Montag & Associates
Georgia
$3.09M -$302K -5,208 -9%
CG
621
Cynosure Group
Utah
$3.09M -$3.38M -58,356 -52%
BSW
622
Buckingham Strategic Wealth
Missouri
$3.07M -$41.8K -722 -1%
CLGM
623
Capitolis Liquid Global Markets
New York
$3.06M +$3.06M +52,800 New
HTC
624
Haverford Trust Company
Pennsylvania
$3.06M +$613K +10,579 +25%
CCA
625
Checchi Capital Advisers
California
$3.06M +$84.9K +1,464 +3%
23 24
25
26 27