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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 %
XF
1001
XML Financial
Maryland
$1.17M -$5.74K -99 -0.5%
PWG
1002
Private Wealth Group
Florida
$1.17M – – –
IAMOG
1003
Investors Asset Management of Georgia
Georgia
$1.16M -$95.8K -1,652 -8%
EFM
1004
E Fund Management
China
$1.16M +$827K +14,272 +249%
HA
1005
Harbor Advisors
Florida
$1.16M – – –
CAM
1006
Chou Associates Management
Ontario, Canada
$1.16M – – –
SRC
1007
Sage Rhino Capital
California
$1.16M -$22.1K -381 -2%
KCM
1008
Kanawha Capital Management
Virginia
$1.15M +$101K +1,738 +10%
CRWM
1009
Castle Rock Wealth Management
California
$1.15M -$9.11K -153 -0.8%
LA
1010
LexAurum Advisors
Kansas
$1.15M -$5.8K -100 -0.5%
CI
1011
CX Institutional
Indiana
$1.15M -$27.4K -472 -2%
FRM
1012
Fox Run Management
Connecticut
$1.15M -$746K -12,868 -39%
CFG
1013
Citizens Financial Group
Rhode Island
$1.14M -$37.7K -650 -3%
CAG
1014
Csenge Advisory Group
Florida
$1.14M -$4.17K -72 -0.4%
CCM
1015
Chiron Capital Management
Florida
$1.14M -$603K -10,412 -35%
VIM
1016
VELA Investment Management
Ohio
$1.14M -$81K -1,397 -7%
JSL
1017
JT Stratford LLC
Georgia
$1.14M +$309K +5,323 +37%
CCG
1018
Ceeto Capital Group
Florida
$1.13M – – –
BCM
1019
Brookstone Capital Management
Illinois
$1.13M +$73.2K +1,263 +7%
TCM
1020
Telos Capital Management
California
$1.12M -$58K -1,000 -5%
ECU
1021
Eisler Capital (UK)
United Kingdom
$1.12M -$6.43M -110,898 -85%
DG
1022
DMC Group
Alabama
$1.12M +$58.4K +1,007 +6%
CIAS
1023
Capital Investment Advisory Services
North Carolina
$1.11M -$73.4K -1,267 -6%
BB
1024
Busey Bank
Illinois
$1.11M -$29.1K -502 -3%
MCM
1025
Mengis Capital Management
Oregon
$1.11M +$455K +7,851 +70%
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