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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 %
MIS
126
Morningstar Investment Services
Illinois
$107M -$114M -1,974,481 -52%
LPL Financial
127
LPL Financial
California
$106M -$11M -189,219 -9%
Calamos Advisors
128
Calamos Advisors
Illinois
$105M -$3.97M -68,567 -4%
SO
129
STRS Ohio
Ohio
$103M -$4.65M -80,301 -4%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$102M -$9.28M -160,183 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
131
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$97.3M +$42.3M +730,000 +77%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$95.9M -$1.22M -20,970 -1%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$94M -$3.96M -68,259 -4%
AAI
134
American Assets Inc
California
$92.8M – – –
WHG
135
Westwood Holdings Group
Texas
$92.6M -$9.21M -158,898 -9%
Pictet Asset Management
136
Pictet Asset Management
Switzerland
$91M -$1.3M -22,479 -1%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$90.7M -$18.1M -312,332 -17%
Aberdeen Group
138
Aberdeen Group
United Kingdom
$89.7M -$1.48M -25,553 -2%
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
$88.4M +$4.94M +86,333 +6%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$87.5M +$82.2K +1,418 +0.1%
Canada Life
141
Canada Life
Manitoba, Canada
$87.3M -$2.31M -39,910 -3%
TAF
142
Tredje AP-fonden
Sweden
$84.9M +$1.32M +22,721 +2%
MSV
143
MN Services Vermogensbeheer
Netherlands
$84.8M +$84.8M +1,463,400 New
SG Americas Securities
144
SG Americas Securities
New York
$84.2M +$73.2M +1,263,750 +667%
DJC
145
Daily Journal Corp
California
$81.9M -$10.4M -178,800 -11%
Aviva
146
Aviva
United Kingdom
$80.9M +$2.01M +34,699 +3%
DC
147
Davenport & Co
Virginia
$80.9M -$1.33M -22,920 -2%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$80.5M -$24.6M -424,690 -23%
Asset Management One
149
Asset Management One
Japan
$79.4M -$7.8M -134,557 -9%
CCMG
150
Clark Capital Management Group
Pennsylvania
$76.7M +$1.48M +25,489 +2%
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