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 %
AAS
1151
Ameritas Advisory Services
Nebraska
$871K +$213K +3,614 +32%
AWM
1152
Alterna Wealth Management
Texas
$871K +$221K +3,809 +34%
LGA
1153
Lebenthal Global Advisors
New York
$871K -$180K -3,100 -17%
RC
1154
Rovin Capital
Arizona
$870K -$44.2K -762 -5%
RWP
1155
Ridgecrest Wealth Partners
California
$868K – – –
AIM
1156
Anchor Investment Management
South Carolina
$866K -$2.61K -45 -0.3%
TFA
1157
Tranquilli Financial Advisor
New Jersey
$865K +$135K +2,321 +18%
VWM
1158
VCI Wealth Management
Missouri
$861K -$50K -862 -5%
Legacy Financial Group (Iowa)
1159
Legacy Financial Group (Iowa)
Iowa
$860K +$860K +14,844 New
MIM
1160
MTM Investment Management
South Carolina
$859K +$348 +6 +0%
KMWM
1161
Keudell/Morrison Wealth Management
Oregon
$857K -$92.8K -1,601 -10%
AWA
1162
Arkadios Wealth Advisors
Georgia
$857K +$26K +449 +3%
SWM
1163
Segment Wealth Management
Texas
$854K +$4.29K +74 +0.5%
SYBT
1164
Stock Yards Bank & Trust
Kentucky
$854K -$64.6K -1,114 -7%
NWM
1165
Northwest Wealth Management
Iowa
$853K +$6.03K +104 +0.7%
Vontobel Holding
1166
Vontobel Holding
Switzerland
$853K +$356K +6,150 +72%
MTC
1167
McDaniel Terry & Co
Texas
$852K +$16.9K +292 +2%
WG
1168
Welch Group
Alabama
$850K – – –
CT
1169
Cambridge Trust
Massachusetts
$847K -$22.3K -385 -3%
LF
1170
LifeSteps Financial
California
$835K +$6.03K +104 +0.7%
PI
1171
PineBridge Investments
New York
$834K +$381K +6,567 +84%
SIA
1172
Strategic Investment Advisors
Michigan
$834K -$134K -2,316 -14%
CIG
1173
Cullen Investment Group
Louisiana
$833K +$30.9K +539 +4%
FPB
1174
First PREMIER Bank
South Dakota
$831K -$310K -5,340 -27%
PWLP
1175
Prio Wealth Limited Partnership
Massachusetts
$829K – – –
45 46
47
48 49