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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 %
Mariner
201
Mariner
Kansas
$45M +$696K +12,002 +2%
CAM
202
Cresset Asset Management
Illinois
$44.9M +$7.2M +124,210 +19%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$44.5M -$2.93M -50,498 -6%
MC
204
Mount Capital
United Kingdom
$44.4M – – –
Swedbank
205
Swedbank
Sweden
$43.9M -$367K -6,339 -0.8%
LFRG
206
Lazard Frères Gestion
France
$43.7M -$4.22K -76 -0%
AB
207
Amalgamated Bank
New York
$43.2M -$8.14M -140,433 -16%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$43.1M +$15.5M +267,044 +56%
TPSF
209
Texas Permanent School Fund
Texas
$43.1M -$342K -5,904 -0.8%
ACM
210
Advisors Capital Management
New Jersey
$42.9M +$538K +9,278 +1%
BPCE
211
Bank Pictet & Cie (Europe)
Germany
$42.3M +$6.32M +109,047 +18%
WCM
212
Wedge Capital Management
North Carolina
$42.3M -$7.36M -126,938 -15%
Skandinaviska Enskilda Banken (SEB)
213
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.7M +$382K +6,600 +0.9%
ProShare Advisors
214
ProShare Advisors
Maryland
$41.5M -$3.28M -56,566 -7%
II
215
IFM Investors
Australia
$41.5M -$327K -5,637 -0.8%
RJFSA
216
Raymond James Financial Services Advisors
Florida
$40.9M +$1.68M +28,966 +4%
Federated Hermes
217
Federated Hermes
Pennsylvania
$39.7M -$13.4M -231,940 -25%
GRQ
218
Gardner Russo & Quinn
Pennsylvania
$39.1M -$2.16M -37,260 -5%
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$38.7M -$2.14M -36,887 -5%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$38.7M +$24.5M +422,638 +172%
AQR Capital Management
221
AQR Capital Management
Connecticut
$38.1M -$3.45M -59,561 -8%
PL
222
Perpetual Ltd
Australia
$38.1M +$829K +14,302 +2%
First Trust Advisors
223
First Trust Advisors
Illinois
$36.9M -$4.25M -73,249 -10%
AOI
224
Auto-Owners Insurance
Michigan
$36.8M – – –
Osaic Holdings
225
Osaic Holdings
Arizona
$36.7M -$21.8M -375,491 -37%
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