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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 %
OC
626
Oppenheimer & Co
New York
$3.05M +$711K +12,268 +30%
TPI
627
Trust Point Inc
Wisconsin
$3.04M +$98.8K +1,705 +3%
CHAM
628
Clear Harbor Asset Management
Connecticut
$3.03M – – –
S
629
SignatureFD
Georgia
$3.03M +$199K +3,434 +7%
SCM
630
SOL Capital Management
Maryland
$3.02M -$86.9K -1,500 -3%
NP
631
NorthRock Partners
Minnesota
$3.02M +$3.3K +57 +0.1%
DLCIG
632
D.L. Carlson Investment Group
New Hampshire
$2.99M +$99.4K +1,715 +3%
VFA
633
Valeo Financial Advisors
Indiana
$2.98M -$401K -6,610 -12%
GIM
634
Goelzer Investment Management
Indiana
$2.98M -$239K -4,125 -7%
CTC
635
Central Trust Company
Missouri
$2.97M -$155K -2,668 -5%
HNB
636
Huntington National Bank
Ohio
$2.96M -$550K -9,483 -16%
PAM
637
Paradigm Asset Management
New York
$2.96M -$78.2K -1,350 -3%
JHCP
638
Jackson Hole Capital Partners
Oklahoma
$2.95M +$104K +1,795 +4%
KWA
639
Kingswood Wealth Advisors
California
$2.94M -$152K -2,631 -5%
VLC
640
Van Leeuwen & Company
New Jersey
$2.93M -$326K -5,624 -10%
TCA
641
Transcend Capital Advisors
New Jersey
$2.92M +$87K +1,501 +3%
ICG
642
InterOcean Capital Group
Tennessee
$2.92M -$188K -3,249 -6%
AFS
643
Aft Forsyth & Sober
Florida
$2.9M -$86.9K -1,500 -3%
IR
644
IAT Reinsurance
New York
$2.9M – – –
AF
645
Ally Financial
Michigan
$2.9M +$2.9M +50,000 New
ABC
646
Associated Banc-Corp
Wisconsin
$2.9M -$35.3K -609 -1%
FFM
647
Forum Financial Management
Illinois
$2.89M -$37.2K -641 -1%
FNBT
648
FineMark National Bank & Trust
Florida
$2.88M +$252K +4,344 +10%
GRP
649
Global Retirement Partners
California
$2.88M +$74.9K +1,293 +3%
CA
650
Clearstead Advisors
Ohio
$2.87M -$154K -2,509 -5%
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