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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 %
1SB
1101
1ST Source Bank
Indiana
$955K -$63.8K -1,100 -6%
CRC
1102
Curi RMB Capital
Illinois
$952K -$5.79M -99,900 -86%
PA
1103
Perennial Advisors
New York
$949K – – –
PWPS
1104
Pinnacle Wealth Planning Services
Ohio
$949K -$972K -16,766 -51%
JWA
1105
JFS Wealth Advisors
Pennsylvania
$946K +$1.97K +34 +0.2%
LD
1106
Lipe & Dalton
New York
$945K -$58K -1,000 -6%
HBT
1107
Heartland Bank & Trust
Illinois
$944K -$3.59K -62 -0.4%
LF
1108
Lantz Financial
Illinois
$941K -$13.3K -229 -1%
Nomura Holdings
1109
Nomura Holdings
Japan
$937K -$4.03M -69,502 -81%
PFA
1110
Pure Financial Advisors
California
$934K -$74.1K -1,278 -7%
SFG
1111
Sather Financial Group
Texas
$934K -$43M -742,374 -98%
SIM
1112
Studio Investment Management
Illinois
$932K -$71.2K -1,229 -7%
HCP
1113
Hexagon Capital Partners
Arkansas
$932K -$167K -2,875 -15%
NRI
1114
NFP Retirement Inc
California
$929K +$681K +11,755 +275%
CA
1115
Commerzbank Aktiengesellschaft
Germany
$928K +$243K +4,187 +35%
CIA
1116
Cascade Investment Advisors
Oregon
$927K -$34.8K -600 -4%
LI
1117
Lafayette Investments
Maryland
$927K -$14.5K -250 -2%
ESB
1118
Essex Savings Bank
Connecticut
$927K – – –
ANTB
1119
AMG National Trust Bank
Colorado
$925K +$9.27K +160 +1%
BCFD
1120
Boit C.F. David
$924K -$229K -3,844 -20%
NSIM
1121
North Star Investment Management
Illinois
$919K +$52.2K +900 +6%
JWM
1122
Jupiter Wealth Management
Colorado
$918K – – –
CA
1123
Continuum Advisory
Idaho
$918K -$1.13M -18,392 -55%
LS
1124
Livforsakringsbolaget Skandia
Sweden
$917K – – –
PFSC
1125
Peoples Financial Services Corp
Pennsylvania
$916K -$40.7K -703 -4%
43 44
45
46 47