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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 %
CDH
776
Charles D. Hyman
$2.08M -$122K -2,099 -6%
BP
777
Ballentine Partners
Massachusetts
$2.07M +$106K +1,835 +5%
PDL
778
Portfolio Design Labs
California
$2.07M +$2.07M +35,776 New
OC
779
Oarsman Capital
Wisconsin
$2.07M -$204K -3,518 -9%
AG
780
Ascent Group
Virginia
$2.06M +$1.54M +26,591 +296%
MAM
781
Marotta Asset Management
Virginia
$2.04M – – –
MNBTD
782
Moody National Bank Trust Division
Texas
$2.04M +$20.6K +356 +1%
ACI
783
Alpha Cubed Investments
California
$2.03M +$16.9K +292 +0.8%
PAM
784
Peak Asset Management
Colorado
$2.02M – – –
USCWA
785
U.S. Capital Wealth Advisors
Texas
$2.01M -$297K -5,122 -13%
AMM
786
American Money Management
California
$2.01M – – –
JFGIW
787
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2M -$218K -3,764 -10%
GSC
788
Grey Street Capital
Illinois
$2M +$1.48M +25,551 +285%
PRC
789
Pearl River Capital
Michigan
$1.99M +$1.13M +19,532 +132%
VFA
790
Voya Financial Advisors
Connecticut
$1.99M +$246K +4,267 +14%
EI
791
Ethic Inc
New York
$1.98M +$86.1K +1,486 +5%
MIM
792
Miller Investment Management
Pennsylvania
$1.98M – – –
IWM
793
Iams Wealth Management
Nebraska
$1.98M -$150K -2,733 -7%
CCB
794
Country Club Bank
Missouri
$1.96M -$11.8K -204 -0.6%
AAM
795
Auxier Asset Management
Oregon
$1.96M -$55.1K -950 -3%
DPIM
796
Duff & Phelps Investment Management
Illinois
$1.95M +$85.2K +1,470 +5%
CIA
797
Concurrent Investment Advisors
Florida
$1.94M +$83.2K +1,435 +4%
CAM
798
Carret Asset Management
New York
$1.94M -$50.7K -875 -3%
Balyasny Asset Management
799
Balyasny Asset Management
Illinois
$1.93M -$10.3M -177,897 -84%
SCM
800
Silvant Capital Management
Georgia
$1.93M +$81.7K +1,410 +4%
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