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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
$3.49B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.8B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$227M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$339M
5
Barclays
Barclays
United Kingdom
$806M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.29B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.44B
3
DSA
Davis Selected Advisers
Arizona
$1.36B
4
Capital International Investors
Capital International Investors
California
$3.44B
5
Amundi
Amundi
France
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
101
Allianz Asset Management
Germany
$138M -$28.4M -490,743 -17%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$138M -$351K -6,062 -0.3%
NRCM
103
North Reef Capital Management
California
$133M +$56.8M +980,000 +74%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$133M -$86.7M -1,495,035 -39%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$131M -$1.59M -27,353 -1%
ZIG
106
Zurich Insurance Group
Switzerland
$130M +$787K +13,583 +0.6%
Massachusetts Financial Services
107
Massachusetts Financial Services
Massachusetts
$129M +$22.3M +384,368 +21%
RI
108
RWWM Inc
California
$129M -$12.2M -210,927 -9%
Wells Fargo
109
Wells Fargo
California
$127M +$28.2M +485,705 +28%
ClearBridge Investments
110
ClearBridge Investments
New York
$126M -$102M -1,763,002 -45%
HighTower Advisors
111
HighTower Advisors
Illinois
$126M -$24.3M -420,046 -16%
KeyBank National Association
112
KeyBank National Association
Ohio
$126M +$3.56M +61,470 +3%
SSM
113
Sound Shore Management
Connecticut
$124M -$6.77M -116,816 -5%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$121M -$778K -13,424 -0.6%
AIM
115
Artemis Investment Management
United Kingdom
$120M -$71.6M -1,235,850 -37%
EIP
116
Epoch Investment Partners
New York
$120M -$604K -10,417 -0.5%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$120M – – –
Corient Private Wealth
118
Corient Private Wealth
Florida
$117M -$1.05M -18,108 -0.9%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$117M +$24.8M +401,469 +27%
LI
120
Latash Investments
Alaska
$116M -$21.8M -376,891 -16%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$116M -$2.06M -35,536 -2%
SEI Investments
122
SEI Investments
Pennsylvania
$114M +$1.76M +30,423 +2%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$112M -$13.2M -227,037 -11%
Schroder Investment Management Group
124
Schroder Investment Management Group
United Kingdom
$108M -$2.86M -49,296 -3%
CI Investments Inc
125
CI Investments Inc
Ontario, Canada
$107M -$64.4M -1,111,298 -38%
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