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 %
SIC
1076
Salem Investment Counselors
North Carolina
$1.02M -$196K -3,389 -16%
APP
1077
Avantax Planning Partners
Iowa
$1.01M +$268K +4,628 +36%
WAG
1078
Wallace Advisory Group
California
$1.01M -$591 -12 -0.1%
GIP
1079
Greatmark Investment Partners
Georgia
$1.01M -$14.4K -249 -1%
DI
1080
Diligent Investors
California
$1M -$35K -604 -3%
KC
1081
Knuff & Co
California
$1M +$232K +4,000 +30%
VSQM
1082
V-Square Quantitative Management
Illinois
$1M – – –
KFSC
1083
Keystone Financial Services (Colorado)
Colorado
$992K +$58.5K +1,010 +6%
SWM
1084
SeaCrest Wealth Management
New York
$987K -$857K -14,792 -46%
CSPIA
1085
Cary Street Partners Investment Advisory
Virginia
$987K -$3.42K -59 -0.3%
GPA
1086
Garrison Point Advisors
California
$987K +$17.4K +300 +2%
GAG
1087
GM Advisory Group
New York
$981K +$8.52K +147 +0.9%
BCG
1088
Breakwater Capital Group
New Jersey
$980K +$84.3K +1,454 +9%
IVP
1089
Intrinsic Value Partners
Arizona
$978K -$25.5K -440 -3%
SN
1090
Sittner & Nelson
Oregon
$977K -$15.6K -270 -2%
FFA
1091
Fragasso Financial Advisors
Pennsylvania
$976K -$9.1K -157 -0.9%
LI
1092
LMCG Investments
Massachusetts
$975K -$25.2K -435 -3%
WTB
1093
Washington Trust Bank
Washington
$973K +$433K +7,472 +80%
DWM
1094
Dakota Wealth Management
Florida
$970K +$124K +2,143 +15%
BCM
1095
Boltwood Capital Management
California
$968K – – –
DWA
1096
Douglass Winthrop Advisors
New York
$965K +$14.5K +250 +2%
MW
1097
Marcum Wealth
Ohio
$962K -$16.5K -284 -2%
NB
1098
Nicolet Bankshares
Wisconsin
$961K +$38.4K +663 +4%
AF
1099
Advisornet Financial
Minnesota
$961K -$51.9K -895 -5%
HFM
1100
Harvest Fund Management
China
$960K +$667K +11,515 +228%
42 43
44
45 46