WFC icon

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 %
PWP
1026
Principle Wealth Partners
Connecticut
$1.11M +$75.5K +1,303 +7%
IRC
1027
Investors Research Corp
Georgia
$1.1M -$24.6K -425 -2%
LAM
1028
L2 Asset Management
Massachusetts
$1.1M +$287K +4,960 +35%
AC
1029
Annandale Capital
Texas
$1.1M +$406 +7 +0%
AG
1030
AlTi Global
New York
$1.09M +$705K +12,171 +182%
SP
1031
Symmetry Partners
Connecticut
$1.09M – – –
AA
1032
ALPS Advisors
Colorado
$1.09M -$454K -7,828 -29%
Capstone Investment Advisors
1033
Capstone Investment Advisors
New York
$1.09M -$3.51M -60,635 -76%
SL
1034
Sentry LLC
Tennessee
$1.09M – – –
SC
1035
Syon Capital
California
$1.09M -$1M -17,260 -48%
EWA
1036
EverSource Wealth Advisors
Alabama
$1.09M -$23.4K -395 -2%
BCM
1037
Becker Capital Management
Oregon
$1.08M +$188K +3,237 +21%
JIC
1038
Johnson Investment Counsel
Ohio
$1.08M -$4.58K -79 -0.4%
FNT
1039
First National Trust
Pennsylvania
$1.08M +$23K +397 +2%
AA
1040
Ancora Advisors
Ohio
$1.08M -$586K -10,118 -35%
BAM
1041
Belpointe Asset Management
Nevada
$1.08M +$343K +5,923 +47%
BBA
1042
BLB&B Advisors
Pennsylvania
$1.08M -$19.5K -337 -2%
AWA
1043
Arete Wealth Advisors
Illinois
$1.08M -$107K -1,846 -9%
OWA
1044
One Wealth Advisors
California
$1.08M +$318K +5,481 +42%
MMHP
1045
Murphy Middleton Hinkle & Parker
Georgia
$1.07M -$15.9K -274 -1%
GM
1046
GeoWealth Management
Illinois
$1.07M +$459K +7,926 +75%
RWP
1047
RWA Wealth Partners
Massachusetts
$1.07M -$17.7M -305,589 -94%
QP
1048
Quilter Plc
United Kingdom
$1.07M -$12.9K -222 -1%
FCP
1049
Fidelis Capital Partners
Florida
$1.07M -$302K -5,209 -22%
AFG
1050
Atomi Financial Group
New York
$1.07M +$262K +4,518 +33%
40 41
42
43 44