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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 %
BNP Paribas Asset Management
651
BNP Paribas Asset Management
France
$2.87M -$142K -2,456 -5%
CAAS
652
Capital Asset Advisory Services
Michigan
$2.87M +$403K +7,020 +16%
WA
653
Waverly Advisors
Alabama
$2.86M +$730K +12,588 +34%
AF
654
Apexium Financial
Texas
$2.85M -$2.86M -49,307 -50%
Connor, Clark & Lunn Investment Management (CC&L)
655
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.85M +$2.85M +49,162 New
ICM
656
IMS Capital Management
Oregon
$2.85M -$704K -12,150 -20%
AC
657
Avestar Capital
New York
$2.84M +$745K +12,854 +36%
GAM
658
Gotham Asset Management
New York
$2.84M +$1.81M +31,252 +177%
GFI
659
Global Frontier Investments
South Carolina
$2.82M – – –
LA
660
LBP AM
France
$2.82M -$5.99M -103,394 -68%
PCIA
661
Prime Capital Investment Advisors
Kansas
$2.8M -$939K -16,209 -25%
FG
662
Foster Group
Iowa
$2.78M +$51.2K +883 +2%
MYLI
663
Meiji Yasuda Life Insurance
Japan
$2.78M +$13.7K +236 +0.5%
SIP
664
Stoneridge Investment Partners
Pennsylvania
$2.78M -$3.96M -68,269 -59%
CASC
665
Coppell Advisory Solutions Corp
Texas
$2.77M +$2.77M +47,851 New
SLI
666
Sumitomo Life Insurance
Japan
$2.77M -$105K -1,820 -4%
TCPW
667
Twin City Private Wealth
North Carolina
$2.76M +$2.76M +47,656 New
SG
668
Somerset Group
Minnesota
$2.76M – – –
BTWM
669
Baker Tilly Wealth Management
Wisconsin
$2.75M -$518K -8,944 -16%
BRWA
670
B. Riley Wealth Advisors
Florida
$2.75M +$510K +12,473 +23%
TW
671
Trajan Wealth
Arizona
$2.75M +$2.75M +47,429 New
FFO
672
Fiduciary Family Office
Florida
$2.74M +$806K +13,914 +42%
OIA
673
OneDigital Investment Advisors
Kansas
$2.74M -$473K -8,168 -15%
TAM
674
Trust Asset Management
Texas
$2.73M -$17.6K -304 -0.6%
LNC
675
Lincoln National Corp
Pennsylvania
$2.71M +$152K +2,620 +6%
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