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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 %
NW
726
Naviter Wealth
Arkansas
$2.41M -$104K -1,800 -4%
CIA
727
Choate Investment Advisors
Massachusetts
$2.41M -$206K -3,550 -8%
RHAM
728
Round Hill Asset Management
California
$2.41M -$13.3K -230 -0.6%
YIA
729
YHB Investment Advisors
Connecticut
$2.39M -$331K -5,718 -12%
SSWM
730
Smith Salley Wealth Management
North Carolina
$2.39M -$1.12M -19,239 -32%
WC
731
Wynn Capital
Georgia
$2.39M -$44.3K -765 -2%
UAS
732
United Asset Strategies
New York
$2.39M -$57.5K -992 -2%
TIM
733
Thompson Investment Management
Wisconsin
$2.38M -$4.25M -73,262 -64%
RGI
734
River Global Investors
United Kingdom
$2.38M -$2.16M -37,272 -48%
SJL
735
Shayne & Jacobs LLC
Tennessee
$2.38M – – –
HPC
736
HM Payson & Co
Maine
$2.37M -$27.7K -478 -1%
KIA
737
KCM Investment Advisors
California
$2.35M -$259K -4,474 -10%
TBA
738
Tower Bridge Advisors
Pennsylvania
$2.35M -$5.26M -90,667 -69%
MYIA
739
Mount Yale Investment Advisors
Colorado
$2.34M -$202K -3,491 -8%
BCV
740
Banque Cantonale Vaudoise
Switzerland
$2.34M +$171K +2,955 +8%
BC
741
Burney Company
Virginia
$2.34M -$248K -4,284 -10%
WB
742
WesBanco Bank
West Virginia
$2.34M +$481K +8,293 +26%
HAM
743
Hedges Asset Management
Nevada
$2.32M – – –
CG
744
Caprock Group
Idaho
$2.32M +$95.2K +1,643 +4%
NB
745
NBT Bank
New York
$2.32M -$187K -3,234 -7%
FPAS
746
Focus Partners Advisor Solutions
Missouri
$2.31M +$1.32M +22,835 +134%
SDWIA
747
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.31M -$29.2K -504 -1%
PCA
748
Pallas Capital Advisors
Massachusetts
$2.31M +$16K +276 +0.7%
CIC
749
Cornercap Investment Counsel
Georgia
$2.29M +$2.29M +39,432 New
EGM
750
Engineers Gate Manager
New York
$2.28M -$1.83M -31,512 -44%
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