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 %
HAG
751
HF Advisory Group
Maryland
$2.27M +$296K +5,110 +15%
SLFPAM
752
St. Louis Financial Planners Asset Management
Missouri
$2.26M -$349K -6,113 -13%
SIG
753
Stonegate Investment Group
Alabama
$2.26M +$111K +1,911 +5%
HA
754
Heartland Advisors
Wisconsin
$2.25M +$13.9K +239 +0.6%
CCP
755
Cunning Capital Partners
North Carolina
$2.24M – – –
SCM
756
Schnieders Capital Management
California
$2.23M -$147K -2,530 -6%
CI
757
Cigna Investments
Connecticut
$2.22M -$50.4K -870 -2%
PBT
758
Pictet Bank & Trust
Bahamas
$2.2M -$298K -5,149 -12%
VVP
759
Venture Visionary Partners
Ohio
$2.2M +$134K +2,307 +6%
SCI
760
Stableford Capital II
Arizona
$2.2M -$584K -10,075 -21%
CAG
761
Crestwood Advisors Group
Massachusetts
$2.2M +$8.29K +143 +0.4%
EWM
762
Evercore Wealth Management
New York
$2.19M -$7.42K -128 -0.3%
AGC
763
Aspen Grove Capital
Colorado
$2.18M -$1.12M -19,240 -34%
TSWM
764
Triangle Securities Wealth Management
North Carolina
$2.17M -$2.03K -35 -0.1%
YC
765
Yarbrough Capital
Tennessee
$2.17M – – –
SAM
766
Shell Asset Management
Netherlands
$2.17M +$616K +10,374 +40%
HCP
767
Holt Capital Partners
Texas
$2.15M +$5.39K +93 +0.3%
FCBT
768
First Citizens Bank & Trust
North Carolina
$2.15M +$742K +12,809 +53%
VA
769
Vident Advisory
Georgia
$2.14M +$294K +5,071 +16%
MGWM
770
Marks Group Wealth Management
Minnesota
$2.14M -$224K -3,859 -9%
AI
771
Atom Investors
Texas
$2.13M +$922K +15,906 +76%
QCG
772
Quadrant Capital Group
Ohio
$2.13M -$263K -4,530 -11%
AP
773
Adero Partners
California
$2.12M +$798K +13,763 +60%
ACIM
774
Azimuth Capital Investment Management
Michigan
$2.12M -$11.6K -200 -0.5%
KWS
775
Keystone Wealth Services
California
$2.09M -$6.32K -109 -0.3%
29 30
31
32 33