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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 %
RCAG
826
Rehmann Capital Advisory Group
Michigan
$1.77M +$52.4K +904 +3%
CI
827
Conning Inc
Connecticut
$1.77M -$42.9K -740 -2%
Jones Financial Companies
828
Jones Financial Companies
Missouri
$1.77M +$903K +15,580 +105%
ZIC
829
ZWJ Investment Counsel
Georgia
$1.76M +$588K +10,149 +50%
WGAM
830
Wilkinson Global Asset Management
New York
$1.76M – – –
FFS
831
Founders Financial Securities
Maryland
$1.76M -$24.8K -428 -1%
JWCA
832
J.W. Cole Advisors
Florida
$1.75M -$65.8K -1,136 -4%
FWCM
833
Ferguson Wellman Capital Management
Oregon
$1.75M -$45.3K -781 -3%
SWM
834
Sendero Wealth Management
Texas
$1.74M -$3.63M -62,649 -68%
SSI
835
Scott & Selber Inc
Texas
$1.74M +$4.06K +70 +0.2%
MAM
836
Mystic Asset Management
Rhode Island
$1.74M -$63.2K -1,090 -3%
MA
837
MYDA Advisors
New York
$1.74M +$1.74M +30,000 New
GCA
838
Greenwood Capital Associates
South Carolina
$1.73M -$92.9K -1,603 -5%
PP
839
Pacifica Partners
Canada
$1.73M -$11.9K -210 -0.7%
SWM
840
Shelton Wealth Management
Texas
$1.71M +$1.33K +23 +0.1%
Capital Fund Management (CFM)
841
Capital Fund Management (CFM)
France
$1.71M -$14.7M -252,846 -90%
NL
842
NVWM LLC
Pennsylvania
$1.71M -$28.7K -496 -2%
CAMG
843
CWA Asset Management Group
Florida
$1.71M +$1.37M +23,641 +408%
VIM
844
Vista Investment Management
Pennsylvania
$1.7M -$88.6K -1,529 -5%
DWM
845
Dynasty Wealth Management
Florida
$1.7M +$1.7M +29,316 New
SAM
846
Silvercrest Asset Management
New York
$1.69M +$325K +5,604 +24%
FIA
847
Foundations Investment Advisors
Arizona
$1.68M -$78.9K -1,361 -4%
MIC
848
Meridian Investment Counsel
California
$1.67M -$42.9K -741 -3%
TWM
849
Tradition Wealth Management
Minnesota
$1.67M -$6.49K -112 -0.4%
NAS
850
Nicolet Advisory Services
Wisconsin
$1.66M +$108K +1,879 +7%
32 33
34
35 36