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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 %
ACM
801
AlphaStar Capital Management
North Carolina
$1.93M +$378K +6,529 +24%
NG
802
Norden Group
Utah
$1.91M +$380K +6,560 +25%
BSI
803
Bennett Selby Investments
Maine
$1.9M -$62.8K -1,083 -3%
DAS
804
Diversify Advisory Services
Utah
$1.89M +$1.89M +32,864 New
BPCA
805
Bank Pictet & Cie (Asia)
Singapore
$1.89M -$1.8M -31,125 -49%
SACTSONJ
806
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.87M – – –
CA
807
Cullinan Associates
Kentucky
$1.86M -$17.4K -300 -0.9%
ACL
808
Applied Capital LLC
Florida
$1.86M +$1.86K +32 +0.1%
MAWCM
809
Mine & Arao Wealth Creation & Management
California
$1.86M +$8.58K +148 +0.5%
AA
810
AF Advisors
California
$1.86M – – –
BFM
811
Boothbay Fund Management
New York
$1.86M +$919K +15,861 +98%
PA
812
Parallel Advisors
California
$1.85M +$119K +2,059 +7%
CCM
813
Coldstream Capital Management
Washington
$1.85M +$7.25K +125 +0.4%
SSW
814
Smith Shellnut Wilson
Mississippi
$1.85M – – –
JF
815
Jump Financial
Illinois
$1.85M -$2.09M -36,039 -53%
SWS
816
SYSTM Wealth Solutions
Illinois
$1.84M -$53.2K -918 -3%
NCM
817
Northwest Capital Management
Oregon
$1.84M -$52.3K -902 -3%
GIP
818
Granite Investment Partners
California
$1.83M – – –
WI
819
WrapManager Inc
California
$1.83M +$338K +5,831 +23%
MWM
820
Massachusetts Wealth Management
Massachusetts
$1.83M +$31.9K +550 +2%
DAS
821
Dynamic Advisor Solutions
Arizona
$1.81M -$720K -12,425 -28%
MOS
822
MGO One Seven
Ohio
$1.8M -$250K -4,305 -12%
TCM
823
Teza Capital Management
Illinois
$1.8M -$1.86M -32,094 -51%
GC
824
Grimes & Company
Massachusetts
$1.79M -$16.4K -283 -0.9%
IAN
825
Integrated Advisors Network
Texas
$1.78M +$149K +2,565 +9%
31 32
33
34 35