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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 %
FNBSF
1176
First National Bank Sioux Falls
South Dakota
$829K -$95.6K -1,650 -10%
WA
1177
Wealth Alliance
New York
$829K -$75.4K -1,301 -8%
FMLI
1178
Fukoku Mutual Life Insurance
Japan
$825K -$93.3K -1,610 -10%
MCM
1179
Mainstay Capital Management
Michigan
$824K -$109K -1,884 -12%
PGIM
1180
Pacific Global Investment Management
California
$824K +$31.4K +541 +4%
JFA
1181
JNBA Financial Advisors
Minnesota
$824K -$72.2K -1,246 -8%
OWP
1182
Obermeyer Wealth Partners
Colorado
$824K +$91.5K +1,578 +12%
MG
1183
Mather Group
Illinois
$823K -$984 -20 -0.1%
LFA
1184
Legacy Financial Advisors
Kentucky
$822K +$166K +2,868 +25%
BMA
1185
Brooks Moore & Associates
Tennessee
$817K – – –
KJWM
1186
Kiley Juergens Wealth Management
Washington
$815K +$19.7K +340 +2%
IF
1187
Intrua Financial
Texas
$814K -$208K -3,581 -20%
BMCM
1188
Black Maple Capital Management
Wisconsin
$811K +$516K +8,900 +175%
GI
1189
Gradient Investments
Minnesota
$810K -$17K -294 -2%
MPM
1190
MBB Public Markets
Illinois
$806K +$806K +13,910 New
CS
1191
Cannell & Spears
New York
$804K +$554K +9,550 +221%
PCM
1192
Pointe Capital Management
Michigan
$803K – – –
CIA
1193
Cladis Investment Advisory
Montana
$801K +$58 +1 +0%
P
1194
&Partners
Tennessee
$800K +$395K +6,955 +98%
PNC
1195
Park National Corp
Ohio
$798K – – –
EA
1196
Eclectic Associates
California
$795K +$30.8K +531 +4%
VWM
1197
Vivid Wealth Management
Iowa
$795K +$22.8K +393 +3%
SWM
1198
Shakespeare Wealth Management
Wisconsin
$795K – – –
GAA
1199
Global Assets Advisory
Florida
$790K +$790K +45,512 New
NCM
1200
Neumann Capital Management
California
$790K – – –
46 47
48
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