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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 %
SBIA
951
Sheaff Brock Investment Advisors
Indiana
$1.3M -$74.1K -1,278 -5%
OCM
952
One Capital Management
California
$1.3M -$805K -13,890 -38%
MC
953
Martin & Co
Tennessee
$1.29M -$45.6K -786 -3%
SIA
954
Soltis Investment Advisors
Utah
$1.29M -$19.9K -343 -2%
LI
955
Louisbourg Investments
New Brunswick, Canada
$1.29M -$3.43K -78 -0.3%
PTC
956
Private Trust Company
Ohio
$1.28M -$14.7K -254 -1%
FMTC
957
Farmers & Merchants Trust Company
California
$1.28M -$52.3K -902 -4%
CTC
958
Cetera Trust Company
Minnesota
$1.28M -$11.6K -200 -0.9%
JFL
959
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.28M -$496K -8,560 -28%
WCM
960
Wunderlich Capital Managemnt
Tennessee
$1.28M -$56.1K -968 -4%
BP
961
BNP Paribas
France
$1.28M +$1.28M +22,000 New
JIP
962
Jaffetilchin Investment Partners
Florida
$1.27M +$7.94K +137 +0.6%
RL
963
Ruffer LLP
United Kingdom
$1.27M – – –
FGI
964
Foresight Global Investors
New York
$1.26M +$162K +2,800 +15%
SC
965
Sawyer & Company
Massachusetts
$1.26M -$19.4K -335 -2%
CGL
966
Clarius Group LLC
Washington
$1.26M -$182K -3,140 -13%
MPWT
967
MassMutual Private Wealth & Trust
Connecticut
$1.26M +$15.4K +266 +1%
UWS
968
Unique Wealth Strategies
Illinois
$1.26M +$177K +3,055 +16%
WANY
969
Wealthspire Advisors (New York)
New York
$1.25M -$1.11M -19,181 -47%
RL
970
Retireful LLC
Michigan
$1.25M +$1.25M +21,623 New
ACA
971
Aptus Capital Advisors
Alabama
$1.25M +$292K +5,043 +31%
SWM
972
Spire Wealth Management
Virginia
$1.24M +$72.3K +1,248 +6%
SFA
973
Seneca Financial Advisors
New York
$1.23M – – –
CIC
974
Carnegie Investment Counsel
Ohio
$1.23M -$38.9K -672 -3%
GLLW
975
Graves Light Lenhart Wealth
Virginia
$1.22M -$23.5K -406 -2%
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