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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 %
GCA
576
Guardian Capital Advisors
Ontario, Canada
$3.83M -$258K -4,518 -6%
Empower Advisory Group
577
Empower Advisory Group
Colorado
$3.8M +$576K +9,936 +18%
PIM
578
Plato Investment Management
Australia
$3.8M +$3.58M +61,714 +1,634%
PWG
579
Portside Wealth Group
Utah
$3.74M -$477K -8,226 -11%
OFS
580
Oldfather Financial Services
Nebraska
$3.74M -$14.4K -248 -0.4%
SPC
581
Sigma Planning Corp
Michigan
$3.73M +$2.04M +35,206 +121%
HAG
582
HighPoint Advisor Group
Illinois
$3.72M +$88.8K +1,450 +2%
LGF
583
LGT Group Foundation
Liechtenstein
$3.67M -$906K -15,629 -20%
HWM
584
HB Wealth Management
Georgia
$3.65M +$28.7K +496 +0.8%
CFB
585
Cullen/Frost Bankers
Texas
$3.64M -$14.4K -248 -0.4%
DEA
586
DoubleLine ETF Adviser
Florida
$3.63M +$114K +1,963 +3%
IAA
587
Independent Advisor Alliance
North Carolina
$3.63M -$396K -6,836 -10%
PFP
588
Pinnacle Financial Partners
Tennessee
$3.55M +$12.4K +214 +0.4%
BFG
589
Bleakley Financial Group
New Jersey
$3.52M -$179K -3,092 -5%
WC
590
Waterloo Capital
Texas
$3.52M +$604K +10,419 +21%
LOAMS
591
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M +$3.51M +60,490 New
SW
592
SVB Wealth
Massachusetts
$3.47M -$70.5K -1,217 -2%
AC
593
Asio Capital
Kentucky
$3.47M -$1.35M -23,310 -28%
AWM
594
Avior Wealth Management
Nebraska
$3.46M +$559K +9,653 +19%
FFN
595
Focus Financial Network
Minnesota
$3.43M -$4M -68,122 -54%
WJWM
596
Williams Jones Wealth Management
New York
$3.41M +$62.2K +1,074 +2%
IMCOOI
597
Investment Management Corp of Ontario (IMCO)
Canada
$3.4M -$5.63M -97,143 -62%
QI
598
Qtron Investments
Massachusetts
$3.38M +$365K +6,290 +12%
LBC
599
Lowe Brockenbrough & Co
Virginia
$3.33M -$96.3K -1,662 -3%
RSWM
600
Robertson Stephens Wealth Management
California
$3.32M +$478K +8,240 +17%
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