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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 %
APF
701
Alaska Permanent Fund
Alaska
$2.59M -$585K -10,088 -18%
MA
702
MONECO Advisors
Connecticut
$2.58M +$2.19M +37,727 +551%
WPC
703
White Pine Capital
Minnesota
$2.58M -$52.4K -883 -2%
IA
704
IFP Advisors
Florida
$2.58M -$29.6K -511 -1%
SCA
705
Snowden Capital Advisors
New York
$2.58M -$63.7K -1,099 -2%
FNA
706
First National Advisers
Nebraska
$2.57M +$553K +10,627 +27%
EIP
707
Easterly Investment Partners
Massachusetts
$2.57M -$111K -1,915 -4%
VNIM
708
Vaughan Nelson Investment Management
Texas
$2.57M – – –
VT
709
Vise Technologies
New York
$2.56M -$586K -10,110 -19%
CIP
710
Convergence Investment Partners
Florida
$2.55M +$139K +2,396 +6%
IAS
711
Insigneo Advisory Services
Florida
$2.54M +$130K +2,249 +5%
BOS
712
Bank of Stockton
California
$2.53M -$5.22K -90 -0.2%
UB
713
UMB Bank
Missouri
$2.51M -$16.6M -285,794 -87%
BBHC
714
Brown Brothers Harriman & Co
New York
$2.48M -$476K -8,218 -16%
WWA
715
WCG Wealth Advisors
Nevada
$2.48M -$714K -12,327 -22%
PPWP
716
Premier Path Wealth Partners
New Jersey
$2.47M +$40.9K +705 +2%
XWM
717
Xcel Wealth Management
Florida
$2.47M -$71.3K -1,231 -3%
FSA
718
Franklin Street Advisors
North Carolina
$2.47M +$10.1K +175 +0.4%
GI
719
GS Investments
Minnesota
$2.46M – – –
ADIM
720
Alpha DNA Investment Management
Maryland
$2.45M -$2.87M -49,453 -54%
MWP
721
Meridian Wealth Partners
Pennsylvania
$2.44M +$13.9K +240 +0.6%
CF
722
Centaurus Financial
California
$2.44M -$126K -2,168 -5%
P
723
Pitcairn
Pennsylvania
$2.43M -$276K -4,767 -10%
AAM
724
Advisors Asset Management
Colorado
$2.42M +$198K +3,418 +9%
GWM
725
Geneos Wealth Management
Colorado
$2.42M +$78K +1,345 +3%
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