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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 %
PCMC
2176
Planning Capital Management Corporation
Pennsylvania
$580 -$16K -276 -97%
WF
2177
WoodTrust Financial
Wisconsin
$287 +$3 +46 +0.9%
FGAM
2178
Financial Gravity Asset Management
Texas
$231 +$173 +3 +300%
DRS
2179
Deane Retirement Strategies
Louisiana
$116 – – –
DWM
2180
Dogwood Wealth Management
Kansas
$26 -$35 -1 Closed
PCM
2181
Prana Capital Management
Connecticut
– -$38.3M -777,630 Closed
Voloridge Investment Management
2182
Voloridge Investment Management
Florida
– -$20.7M -421,444 Closed
ACL
2183
Azora Capital LP
Florida
– -$19.5M -396,490 Closed
CSS
2184
Cubist Systematic Strategies
Connecticut
– -$19.3M -392,921 Closed
Simplex Trading
2185
Simplex Trading
Illinois
– -$17.4M -352,816 Closed
Hudson Bay Capital Management
2186
Hudson Bay Capital Management
Connecticut
– -$16.6M -336,500 Closed
Parallax Volatility Advisers
2187
Parallax Volatility Advisers
California
– -$14.8M -299,994 Closed
CANY
2188
Caxton Associates (New York)
New York
– -$12.3M -250,000 Closed
PE
2189
Point72 Europe
United Kingdom
– -$11.9M -242,114 Closed
CC
2190
Carlson Capital
Texas
– -$11.9M -241,091 Closed
PHK
2191
Point72 Hong Kong
Hong Kong
– -$10.9M -222,151 Closed
PWM
2192
Perigon Wealth Management
California
– -$9.52M -193,463 Closed
TI
2193
Trexquant Investment
Connecticut
– -$6.88M -139,690 Closed
GAM
2194
Groupama Asset Management
France
– -$6.46M -131,150 Closed
NLGIA
2195
Nippon Life Global Investors Americas
New York
– -$6.42M -130,410 Closed
CM
2196
Crestline Management
Texas
– -$6.03M -122,489 Closed
MCA
2197
Mendon Capital Advisors
Florida
– -$4.92M -100,000 Closed
Walleye Trading
2198
Walleye Trading
New York
– -$4.75M -96,405 Closed
QC
2199
Quadrature Capital
United Kingdom
– -$4.72M -95,885 Closed
FI
2200
FJ Investments
Utah
– -$4.67M -94,900 Closed
86 87
88
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