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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 %
Walleye Capital
676
Walleye Capital
New York
$2.71M -$21.9M -378,180 -89%
BW
677
Bison Wealth
Georgia
$2.71M -$154K -2,657 -5%
SSA
678
Schonfeld Strategic Advisors
New York
$2.7M -$12.3M -211,588 -82%
RWM
679
Ritholtz Wealth Management
New York
$2.7M +$81.1K +1,400 +3%
FP
680
Factorial Partners
New York
$2.69M -$2.81M -48,400 -51%
PBC
681
Pavion Blue Capital
California
$2.68M -$12.2K -211 -0.5%
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$2.68M +$291K +5,029 +12%
EH
683
Equitable Holdings
New York
$2.67M +$700K +12,076 +35%
FT
684
Fiduciary Trust
Massachusetts
$2.67M +$40.7K +702 +2%
BJL
685
Brighton Jones LLC
Washington
$2.67M +$602K +10,386 +29%
PTCG
686
Pring Turner Capital Group
California
$2.67M -$71.5K -1,234 -3%
UHC
687
Union Heritage Capital
Michigan
$2.66M – – –
MAS
688
Meeder Advisory Services
Ohio
$2.66M +$141K +2,434 +6%
HB
689
HTLF Bank
Colorado
$2.66M -$21.7K -374 -0.8%
CIA
690
Cohen Investment Advisors
New Hampshire
$2.66M +$290K +4,998 +12%
PP
691
Paloma Partners
Connecticut
$2.65M +$1.17M +20,221 +79%
ACM
692
Argyle Capital Management
Pennsylvania
$2.65M -$136K -2,350 -5%
PBK
693
Peoples Bank (Kansas)
Kansas
$2.65M -$142K -2,455 -5%
CICI
694
Capital Investment Counsel Inc
North Carolina
$2.62M -$538K -9,275 -17%
AWM
695
Avitas Wealth Management
California
$2.62M +$2.62M +45,177 New
KCIC
696
Kuhn & Co Investment Counsel
Illinois
$2.61M – – –
3IP
697
3Chopt Investment Partners
Virginia
$2.6M +$215K +3,717 +9%
SF
698
Slagle Financial
Illinois
$2.6M -$5.43M -93,732 -68%
MLM
699
Mount Lucas Management
Pennsylvania
$2.59M -$219K -3,783 -8%
JIC
700
Joel Isaacson & Co
New York
$2.59M +$724K +12,485 +39%
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