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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 %
CST
1551
Charles Schwab Trust
Nevada
$371K +$371K +6,400 New
CS
1552
Capital Square
Tennessee
$371K +$81K +1,398 +28%
RCA
1553
Resonant Capital Advisors
Wisconsin
$370K +$131K +2,268 +55%
KCFA
1554
Key Client Fiduciary Advisors
New Jersey
$370K +$74.1K +1,278 +25%
SIS
1555
Sound Income Strategies
Florida
$370K -$31.5K -543 -8%
GKIM
1556
GW&K Investment Management
Massachusetts
$370K -$18.1M -311,489 -98%
TGAM
1557
TBH Global Asset Management
Tennessee
$370K +$59.2K +1,022 +19%
WOC
1558
West Oak Capital
California
$369K – – –
CFG
1559
CKW Financial Group
Hawaii
$369K – – –
CGH
1560
CMG Global Holdings
Texas
$369K +$116 +2 +0%
TW
1561
Transform Wealth
Colorado
$369K +$110K +1,902 +43%
AI
1562
AXS Investments
New York
$368K +$23.9K +412 +7%
FFC
1563
First Financial Corp
Indiana
$364K +$98K +1,691 +37%
ITFISA
1564
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$364K +$24.9K +448 +7%
AF
1565
Arrow Financial
New York
$364K -$3.54K -61 -1%
AFG
1566
Allegheny Financial Group
Pennsylvania
$363K +$34.4K +593 +10%
SP
1567
Successful Portfolios
Florida
$363K -$55.3K -954 -13%
CAC
1568
Core Alternative Capital
Georgia
$362K -$46.1K -795 -11%
M1FG
1569
Mach-1 Financial Group
Arkansas
$362K -$5.06M -87,245 -93%
LB
1570
Legacy Bridge
Iowa
$361K – – –
HIG
1571
Heritage Investment Group
Florida
$360K -$21.4K -369 -6%
SMA
1572
Seven Mile Advisory
New Jersey
$359K +$19.1K +330 +6%
MM
1573
MQS Management
New York
$359K +$359K +6,200 New
CBT
1574
CoreFirst Bank & Trust
Kansas
$359K -$5.22K -90 -1%
EP
1575
EPIQ Partners
Minnesota
$359K -$26.7K -460 -7%
61 62
63
64 65