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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 %
BIMC
2201
Benson Investment Management Company
Virginia
– -$4.44M -90,109 Closed
GCM
2202
Graham Capital Management
Connecticut
– -$4.22M -85,688 Closed
PMEF
2203
Point72 Middle East FZE
United Arab Emirates
– -$4.17M -84,749 Closed
YIH
2204
Y-Intercept (HK)
Hong Kong
– -$4.12M -83,706 Closed
MS
2205
Maven Securities
Jersey
– -$3.57M -72,628 Closed
BCM
2206
Bayesian Capital Management
New York
– -$3.36M -68,302 Closed
Twin Tree Management
2207
Twin Tree Management
Texas
– -$2.95M -59,923 Closed
EP
2208
Edgestream Partners
New Jersey
– -$2.83M -57,411 Closed
MIH
2209
Meitav Investment House
Israel
– -$2.65M -53,651 Closed
SH
2210
SeaTown Holdings
Singapore
– -$2.24M -45,500 Closed
QIM
2211
Quantitative Investment Management
Virginia
– -$1.86M -37,727 Closed
BOSSRA
2212
B.O.S.S. Retirement Advisors
Utah
– -$1.59M -32,353 Closed
A
2213
AlphaQuest
New York
– -$1.5M -30,497 Closed
SCA
2214
Stieven Capital Advisors
Missouri
– -$1.48M -30,000 Closed
CM
2215
Cercano Management
Washington
– -$1.16M -23,474 Closed
HT
2216
HAP Trading
New York
– -$1.09M -22,219 Closed
WCM
2217
Winthrop Capital Management
Indiana
– -$1.02M -20,742 Closed
PAS
2218
Point72 Asia (Singapore)
Singapore
– -$998K -20,270 Closed
BCM
2219
BlueCrest Capital Management
Jersey
– -$936K -19,026 Closed
SAG
2220
SageView Advisory Group
California
– -$930K -18,164 Closed
JCIA
2221
Jackson Creek Investment Advisors
Colorado
– -$890K -18,088 Closed
MHS
2222
M Holdings Securities
Oregon
– -$763K -15,505 Closed
BWCS
2223
Beirne Wealth Consulting Services
Connecticut
– -$747K -15,168 Closed
MWM
2224
Meridian Wealth Management
Kentucky
– -$727K -14,766 Closed
PWM
2225
Purus Wealth Management
California
– -$674K -13,686 Closed
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