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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 %
HFM
1126
Hartford Funds Management
Pennsylvania
$912K +$118K +2,030 +15%
FPWM
1127
FSB Premier Wealth Management
Iowa
$911K +$201K +3,466 +28%
IIC
1128
Ironwood Investment Counsel
Arizona
$911K -$483K -8,341 -35%
HCM
1129
Highlander Capital Management
New Jersey
$910K +$42.3K +730 +5%
GL
1130
Graypoint LLC
New York
$910K +$39.9K +689 +5%
ECG
1131
Edge Capital Group
Georgia
$909K +$17K +294 +2%
BCA
1132
Bay Colony Advisors
Massachusetts
$909K +$8.69K +150 +1%
HIC
1133
Hartline Investment Corp
Illinois
$909K +$909K +15,678 New
T
1134
TOBAM
France
$908K -$39.2K -677 -4%
AC
1135
Abbrea Capital
California
$906K +$70.1K +1,210 +8%
GFA
1136
Gallagher Fiduciary Advisors
Illinois
$905K -$86.6K -1,494 -9%
CWM
1137
Circle Wealth Management
New Jersey
$904K +$6.14K +106 +0.7%
CWS
1138
Cypress Wealth Services
California
$904K -$40.9K -706 -4%
RVPG
1139
Relative Value Partners Group
$903K – – –
AW
1140
Avion Wealth
Texas
$897K -$103K -1,777 -10%
FNWA
1141
Financial Network Wealth Advisors
Utah
$896K -$34.4K -593 -4%
HNB
1142
Hilltop National Bank
Wyoming
$896K +$896K +15,452 New
GC
1143
Gilbert & Cook
Iowa
$889K +$638 +11 +0.1%
WPW
1144
Waldron Private Wealth
Pennsylvania
$887K +$17K +294 +2%
MCM
1145
MV Capital Management
Maryland
$887K +$64.2K +1,107 +8%
FCI
1146
Financial Counselors Inc
Kansas
$881K +$89K +1,535 +11%
IWA
1147
IVC Wealth Advisors
Pennsylvania
$880K +$2.9K +50 +0.3%
HCM
1148
Hutner Capital Management
Vermont
$877K +$58 +1 +0%
PCFFS
1149
Pacific Center for Financial Services
California
$875K -$390K -6,726 -31%
PWA
1150
Providence Wealth Advisors
Illinois
$873K -$104K -1,802 -11%
44 45
46
47 48