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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 %
MCM
1351
Monarch Capital Management
Indiana
$554K – – –
GITFIT
1352
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$553K +$176K +3,037 +47%
MAM
1353
McCarthy Asset Management
California
$552K -$39.5K -681 -7%
RCG
1354
Regatta Capital Group
California
$551K +$29.7K +513 +6%
WFI
1355
West Family Investments
California
$550K – – –
WB
1356
West Bancorporation
Iowa
$548K -$5.8K -100 -1%
KLCM
1357
KG&L Capital Management
Louisiana
$544K -$108K -2,112 -17%
HIA
1358
Harbor Investment Advisory
Maryland
$541K +$14.4K +248 +3%
TCB
1359
Texas Capital Bancshares
Texas
$540K +$8.87K +153 +2%
LW
1360
Linscomb Wealth
Texas
$539K -$9.27K -160 -2%
ES
1361
Eagle Strategies
New York
$539K +$539K +9,293 New
HCM
1362
Hodges Capital Management
Texas
$538K -$60.9K -1,050 -10%
CW
1363
CreativeOne Wealth
Kansas
$538K +$264K +4,560 +97%
PWM
1364
Prentice Wealth Management
New York
$536K +$36.3K +626 +7%
MCM
1365
Manchester Capital Management
Vermont
$536K -$348 -6 -0.1%
SIM
1366
Stratos Investment Management
Ohio
$535K +$535K +9,226 New
RFM
1367
Royal Fund Management
Florida
$534K +$2.38K +41 +0.4%
AMG
1368
Advisors Management Group
Wisconsin
$534K -$580 -10 -0.1%
LA
1369
LVW Advisors
New York
$534K +$3.36K +58 +0.6%
OL
1370
OneFund LLC
Florida
$534K -$19.8K -343 -4%
ACP
1371
Aviance Capital Partners
Florida
$533K +$533K +9,200 New
CC
1372
Centiva Capital
New York
$531K -$1.27M -21,935 -71%
CFA
1373
Cahill Financial Advisors
Minnesota
$529K +$21.6K +373 +4%
FSCM
1374
Front Street Capital Management
Montana
$528K -$10.1K -175 -2%
LJAC
1375
L.J. Altfest & Co
New York
$528K +$34K +587 +7%
53 54
55
56 57