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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 %
ACM
1601
Arcataur Capital Management
Wisconsin
$343K – – –
OLA
1602
Oliver Luxxe Assets
New Jersey
$342K – – –
PTB
1603
Pioneer Trust Bank
Oregon
$342K – – –
SB
1604
Strategic Blueprint
Georgia
$342K +$16.9K +291 +5%
BFIC
1605
Bedell Frazier Investment Counselling
California
$341K +$41.2K +710 +14%
IAG
1606
Investment Advisory Group
Massachusetts
$340K +$869 +15 +0.3%
RZH
1607
Relyea Zuckerberg Hanson
Connecticut
$339K +$12.9K +222 +4%
SGI
1608
Summit Global Investments
Utah
$338K -$12.2K -211 -3%
FLPIM
1609
F.L. Putnam Investment Management
Massachusetts
$337K +$6.72K +116 +2%
ST
1610
Smithfield Trust
Pennsylvania
$337K – – –
ZIG
1611
Zullo Investment Group
Pennsylvania
$337K -$78.5K -1,355 -19%
TNBTD
1612
Trustmark National Bank Trust Department
Mississippi
$337K +$18.8K +324 +6%
KOC
1613
Koss-Olinger Consulting
Florida
$336K -$2.39M -41,248 -88%
ACM
1614
Ayrshire Capital Management
Connecticut
$336K -$99.1K -1,710 -23%
AC
1615
Addison Capital
Pennsylvania
$335K -$181K -3,127 -35%
MCA
1616
MSH Capital Advisors
Arizona
$334K +$6.49K +112 +2%
NCM
1617
Narwhal Capital Management
Georgia
$334K -$971K -16,746 -74%
PVH
1618
Psagot Value Holdings
Israel
$334K -$2.28M -39,323 -87%
PCM
1619
Parsons Capital Management
Rhode Island
$334K +$3.07K +53 +0.9%
CQS
1620
Credential Qtrade Securities
$331K -$6.78K -117 -2%
AWM
1621
Aprio Wealth Management
Georgia
$331K +$40.3K +696 +14%
BHBT
1622
Burke & Herbert Bank & Trust
Virginia
$330K -$135K -2,331 -29%
FFO
1623
Fortitude Family Office
Arizona
$330K +$17.3K +298 +6%
BI
1624
Ballast Inc
Kentucky
$330K – – –
PCM
1625
Penserra Capital Management
California
$329K -$955K -16,520 -74%
63 64
65
66 67