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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 %
FCCM
926
First City Capital Management
Georgia
$1.36M +$9.39K +162 +0.7%
DPAM
927
Degroof Petercam Asset Management
Belgium
$1.36M – – –
FB
928
Fulton Bank
Pennsylvania
$1.36M +$39.8K +687 +3%
GVAG
929
Great Valley Advisor Group
Delaware
$1.36M +$47.6K +822 +4%
AGWCA
930
Annis Gardner Whiting Capital Advisors
Florida
$1.35M +$179K +3,084 +15%
BCWM
931
Bartlett & Co Wealth Management
Ohio
$1.35M -$70.9K -1,223 -5%
AIC
932
Argus Investors Counsel
New York
$1.35M -$5.33K -92 -0.4%
SPA
933
Sherbrooke Park Advisers
New York
$1.35M +$773K +13,331 +134%
DWA
934
Delap Wealth Advisory
Oregon
$1.35M -$823K -14,196 -38%
WT
935
Washington Trust
Rhode Island
$1.34M +$811 +14 +0.1%
RPC
936
Rossmore Private Capital
Connecticut
$1.33M +$29K +501 +2%
GS
937
GTS Securities
New York
$1.33M -$7.51M -129,514 -85%
Group One Trading
938
Group One Trading
Illinois
$1.33M -$34.1M -588,139 -96%
DA
939
Duality Advisers
Florida
$1.33M -$4.83M -83,350 -78%
DTC
940
Davidson Trust Company
Washington
$1.33M -$52.2K -900 -4%
BAAM
941
Baker Avenue Asset Management
California
$1.32M -$249K -4,296 -16%
DWM
942
Drive Wealth Management
Utah
$1.32M -$57.6K -993 -4%
BMM
943
Buffington Mohr McNeal
Idaho
$1.32M -$86.9K -1,500 -6%
SS
944
Sunbelt Securities
Texas
$1.32M -$44.2K -763 -3%
GLR
945
Great Lakes Retirement
Ohio
$1.31M -$5.33K -92 -0.4%
MPAM
946
Murphy Pohlad Asset Management
Minnesota
$1.31M -$69.6K -1,200 -5%
Fisher Asset Management
947
Fisher Asset Management
Washington
$1.31M +$101K +1,736 +8%
PK
948
Pflug Koory
Nebraska
$1.31M – – –
WP
949
Westmount Partners
California
$1.3M +$6.49K +112 +0.5%
CIA
950
Citadel Investment Advisory
Ohio
$1.3M -$130K -2,250 -9%
36 37
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