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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 %
H
851
HoyleCohen
California
$1.65M +$116 +2 +0%
WTC
852
WhitTier Trust Company
Nevada
$1.64M +$165K +2,846 +11%
NEWAS
853
N.E.W. Advisory Services
Wisconsin
$1.63M +$7.25K +125 +0.4%
BFEC
854
Benjamin F. Edwards & Company
Missouri
$1.63M +$72.5K +1,251 +5%
SPG
855
Strategic Planning Group
Utah
$1.62M +$144K +2,481 +10%
LAM
856
Lummis Asset Management
Texas
$1.62M -$355K -6,131 -18%
MIM
857
Marco Investment Management
Georgia
$1.61M – – –
KA
858
Kerrisdale Advisers
Florida
$1.61M -$2.6M -44,925 -62%
AA
859
Argent Advisors
Louisiana
$1.6M +$71K +1,225 +5%
BTI
860
Blue Trust Inc
Georgia
$1.59M +$128K +2,202 +9%
EML
861
Eos Management LP
New York
$1.59M – – –
NHC
862
Nicholas Hoffman & Company
Georgia
$1.59M -$146K -2,513 -8%
CWM
863
Chemistry Wealth Management
New York
$1.59M -$26.3K -454 -2%
CCM
864
Cinctive Capital Management
New York
$1.59M +$1.59M +27,352 New
JWM
865
Jeppson Wealth Management
California
$1.58M -$23.2K -400 -1%
HI
866
Harbour Investments
Wisconsin
$1.58M +$22.2K +383 +1%
I
867
InceptionR
California
$1.58M +$1.58M +27,249 New
ECM
868
Evergreen Capital Management
Washington
$1.58M -$90.3K -1,558 -5%
EHC
869
Everett Harris & Co
California
$1.58M -$41.2K -710 -3%
FMWA
870
Forvis Mazars Wealth Advisors
Missouri
$1.58M +$957K +16,515 +154%
CSC
871
Cove Street Capital
California
$1.58M -$394K -6,800 -20%
NCM
872
Northside Capital Management
Oregon
$1.57M – – –
SIA
873
Schechter Investment Advisors
Michigan
$1.56M -$231K -3,993 -13%
RMC
874
Resources Management Corp
Connecticut
$1.56M -$127K -2,200 -8%
VCA
875
Verdence Capital Advisors
Maryland
$1.56M +$516K +8,901 +50%
33 34
35
36 37