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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 %
CNBTD
876
Citizens National Bank Trust Department
Mississippi
$1.55M +$33.7K +582 +2%
FG
877
Fiduciary Group
Georgia
$1.55M +$3.42K +59 +0.2%
MSR
878
Main Street Research
Connecticut
$1.54M +$364K +6,286 +31%
WKWM
879
Walter & Keenan Wealth Management
Indiana
$1.54M -$128K -2,200 -8%
TFS
880
Thoroughbred Financial Services
Tennessee
$1.54M -$847K -14,627 -35%
RIL
881
Rothschild Investment LLC
Illinois
$1.54M +$11.9K +205 +0.8%
CPIG
882
Chicago Partners Investment Group
Illinois
$1.54M -$29.9K -490 -2%
MGIA
883
Moneta Group Investment Advisors
Missouri
$1.53M +$226K +3,904 +17%
BHCM
884
Brevan Howard Capital Management
Jersey
$1.53M -$529K -9,121 -26%
TAMH
885
Taikang Asset Management (HK)
Hong Kong
$1.51M +$1.51M +26,000 New
BFIM
886
Beese Fulmer Investment Management
Ohio
$1.51M -$130K -2,246 -8%
WIS
887
Wright Investors Service
Connecticut
$1.5M -$37.3K -644 -2%
AL
888
Aspiriant LLC
California
$1.48M -$43.2K -746 -3%
NRS
889
Neville Rodie & Shaw
New York
$1.48M -$58K -1,000 -4%
HIC
890
Holderness Investments Company
North Carolina
$1.48M -$5.97K -103 -0.4%
CFM
891
Catalyst Funds Management
Australia
$1.48M +$1.48M +25,500 New
TFA
892
Trinity Financial Advisors
Ohio
$1.47M -$77.5K -1,337 -5%
SIM
893
Sterling Investment Management
Arizona
$1.47M -$27.9K -482 -2%
DT
894
Diversified Trust
Tennessee
$1.47M -$271K -4,675 -16%
VNA
895
Valley National Advisers
Pennsylvania
$1.47M -$9.1K -157 -0.6%
ICM
896
Islay Capital Management
Texas
$1.47M -$7.25K -125 -0.5%
LWM
897
LJI Wealth Management
Indiana
$1.46M -$32.5K -561 -2%
APC
898
Aspire Private Capital
North Carolina
$1.46M +$123K +2,114 +9%
LCOV
899
London Company of Virginia
Virginia
$1.45M -$1.52M -26,158 -51%
LSAG
900
Lake Street Advisors Group
New Hampshire
$1.44M +$164K +2,827 +13%
34 35
36
37 38