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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 %
RIA
1201
Richwood Investment Advisors
Ohio
$789K – – –
ANBTV
1202
American National Bank & Trust (Virginia)
Virginia
$789K +$789K +13,615 New
VPP
1203
Vertex Planning Partners
Illinois
$789K -$59.5K -1,026 -7%
WP
1204
Wealthspan Partners
Iowa
$784K +$784K +13,529 New
BTW
1205
Boston Trust Walden
Massachusetts
$783K -$58K -1,000 -7%
CPA
1206
Cardiff Park Advisors
California
$783K +$985 +17 +0.1%
DDC
1207
DF Dent & Co
Maryland
$779K +$419K +7,232 +117%
WAP
1208
Wealthcare Advisory Partners
Pennsylvania
$778K +$22.7K +391 +3%
LIM
1209
Longfellow Investment Management
Massachusetts
$773K +$5.45K +94 +0.7%
FFA
1210
Farther Finance Advisors
California
$773K +$112K +1,944 +17%
PL
1211
Plancorp LLC
Missouri
$769K +$212K +3,665 +38%
CCWM
1212
Cassaday & Co Wealth Management
Virginia
$767K +$440K +7,589 +134%
NSAM
1213
North Star Asset Management
Wisconsin
$767K – – –
WAM
1214
Weatherly Asset Management
California
$763K – – –
HWP
1215
Highline Wealth Partners
California
$762K +$58 +1 +0%
MIA
1216
MeadowBrook Investment Advisors
Michigan
$762K -$12.2K -210 -2%
BEI
1217
Benjamin Edwards Inc
Missouri
$760K +$242K +4,178 +47%
VCAM
1218
Van Cleef Asset Management
Ohio
$757K -$204K -3,519 -21%
GS
1219
Gagnon Securities
New York
$757K – – –
PMG
1220
Private Management Group
California
$756K -$528K -9,110 -41%
WBCM
1221
Wilson & Boucher Capital Management
California
$752K -$12.9K -223 -2%
BFA
1222
Bragg Financial Advisors
North Carolina
$748K -$36.2K -625 -5%
ZIM
1223
Zacks Investment Management
Illinois
$746K +$335K +5,785 +82%
CWM
1224
C2C Wealth Management
Arizona
$745K -$29K -500 -4%
ISL
1225
Ingalls & Snyder LLC
New York
$744K -$87.6K -1,511 -11%
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