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 %
SAM
976
Sompo Asset Management
Japan
$1.22M +$150K +2,590 +14%
AIA
977
Affinity Investment Advisors
California
$1.22M -$49.8K -859 -4%
BP
978
BBR Partners
New York
$1.22M +$540K +9,310 +80%
LCM
979
Lazari Capital Management
California
$1.21M -$108K -1,866 -8%
KIG
980
Kennedy Investment Group
New Jersey
$1.21M -$638 -11 -0.1%
IWM
981
IHT Wealth Management
Illinois
$1.21M +$81K +1,397 +7%
SIM
982
Sentry Investment Management
Wisconsin
$1.21M +$364K +6,287 +43%
FSA
983
Fort Sheridan Advisors
Illinois
$1.2M -$524K -9,040 -30%
FBT
984
First Bank & Trust
South Dakota
$1.2M -$187K -3,230 -13%
LRPA
985
L. Roy Papp & Associates
Arizona
$1.2M +$873K +15,066 +271%
EM
986
Excalibur Management
Massachusetts
$1.19M +$4.64K +80 +0.4%
LCAM
987
London & Capital Asset Management
United Kingdom
$1.19M +$5.16K +89 +0.4%
CC
988
Courier Capital
New York
$1.19M -$43.4K -748 -4%
SC
989
Sepio Capital
Utah
$1.19M -$49K -845 -4%
HSA
990
HBK Sorce Advisory
Pennsylvania
$1.19M -$3.36K -58 -0.3%
AC
991
Apella Capital
Connecticut
$1.19M +$9.21K +160 +0.8%
MMA
992
Miracle Mile Advisors
California
$1.19M +$13.6K +235 +1%
MA
993
Mutual Advisors
Nebraska
$1.18M +$208K +3,594 +21%
EFS
994
Essex Financial Services
Connecticut
$1.18M +$103K +1,771 +10%
BIG
995
Brooklyn Investment Group
New York
$1.18M -$29.2K -507 -2%
1IA
996
1834 Investment Advisors
Wisconsin
$1.18M +$114K +1,963 +11%
PMA
997
Prudent Man Advisors
Illinois
$1.17M -$93.1K -1,606 -7%
MMPW
998
Mitchell McLeod Pugh & Williams
Alabama
$1.17M +$30.3K +522 +3%
LIA
999
LS Investment Advisors
Michigan
$1.17M – – –
LC
1000
Lindbrook Capital
California
$1.17M -$17.7K -305 -1%
38 39
40
41 42