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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 %
LPAM
1051
Lodestar Private Asset Management
California
$1.06M +$51.6K +891 +5%
AIIMS
1052
Analyst IMS Investment Management Services
Israel
$1.06M +$193K +3,334 +22%
RPCONE
1053
Retirement Planning Company of New England
Rhode Island
$1.06M -$1.07M -18,403 -50%
Wolverine Trading
1054
Wolverine Trading
Illinois
$1.06M -$22.2M -382,924 -95%
RCM
1055
RNC Capital Management
California
$1.06M -$197K -3,391 -16%
LF
1056
LifePlan Financial
Minnesota
$1.06M -$107K -1,843 -9%
SPC
1057
Stewart & Patten Company
California
$1.05M -$20.3K -350 -2%
PAM
1058
Palisade Asset Management
Minnesota
$1.05M +$29K +500 +3%
ROTUOC
1059
Regents of the University of California
California
$1.05M – – –
BOC
1060
Barbara Oil Co
Illinois
$1.04M – – –
WA
1061
WP Advisors
California
$1.04M +$6.49K +112 +0.6%
JCM
1062
Jacobi Capital Management
Pennsylvania
$1.04M +$262K +4,517 +34%
FPGT
1063
Financial Partners Group (Tennessee)
Tennessee
$1.04M -$28.2K -487 -3%
ET
1064
Equitable Trust
Tennessee
$1.04M -$33.7K -581 -3%
CWM
1065
Cornerstone Wealth Management
Missouri
$1.03M -$6.09K -105 -0.6%
MFS
1066
Mirabella Financial Services
United Kingdom
$1.03M +$1.03M +17,770 New
EWA
1067
Exencial Wealth Advisors
Oklahoma
$1.03M +$481K +8,296 +88%
GFP
1068
Gryphon Financial Partners
Ohio
$1.03M -$505K -8,717 -33%
WBG
1069
Wharton Business Group
Pennsylvania
$1.03M – – –
PCS
1070
Personal CFO Solutions
New Jersey
$1.03M -$156K -2,691 -13%
TSS
1071
Two Sigma Securities
New York
$1.02M -$7.77M -134,067 -88%
SFG
1072
Summit Financial Group
West Virginia
$1.02M – – –
SW
1073
SteelPeak Wealth
California
$1.02M -$3.92M -67,622 -79%
MFIM
1074
Mesirow Financial Investment Management
Illinois
$1.02M +$118K +2,042 +13%
BAMF
1075
BI Asset Management Fondsmaeglerselskab
Denmark
$1.02M -$104K -1,798 -9%
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