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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 %
9WM
1226
9258 Wealth Management
Ohio
$744K -$8K -138 -1%
HWMA
1227
Heritage Wealth Management (Arizona)
Arizona
$743K +$1.22K +21 +0.2%
EW
1228
Element Wealth
Mississippi
$742K -$178K -3,079 -19%
FLI
1229
Family Legacy Inc
South Carolina
$742K – – –
WA1
1230
Wimmer Associates 1
California
$742K -$20K -345 -3%
HBT
1231
Hills Bank & Trust
Iowa
$739K +$484K +8,346 +189%
PI
1232
PFG Investments
New York
$735K +$300K +5,173 +69%
HH
1233
Hilltop Holdings
Texas
$732K -$10.5K -182 -1%
CA
1234
Carson Advisory
Georgia
$731K -$3.19K -55 -0.4%
PWMAG
1235
Pinnacle Wealth Management Advisory Group
New Jersey
$727K +$17.2K +296 +2%
TWP
1236
Tyche Wealth Partners
Texas
$726K +$132K +2,282 +22%
OA
1237
Operose Advisors
Wisconsin
$726K -$40.5K -699 -5%
FAM
1238
Formidable Asset Management
Ohio
$726K +$408K +7,041 +128%
PWW
1239
Pettyjohn Wood & White
Virginia
$725K -$4.17K -72 -0.6%
Members Trust
1240
Members Trust
Florida
$722K +$37.3K +643 +5%
QWP
1241
Quotient Wealth Partners
Texas
$722K -$136K -2,339 -16%
AWA
1242
Aaron Wealth Advisors
Illinois
$718K +$189K +3,258 +36%
WWM
1243
Western Wealth Management
Colorado
$718K -$455K -7,843 -39%
BBNA
1244
Bremer Bank National Association
Minnesota
$716K -$7.88K -136 -1%
AIA
1245
AIMZ Investment Advisors
California
$715K -$39.1K -675 -5%
WI
1246
Wintrust Investments
Illinois
$712K -$8.76K -151 -1%
DMBA
1247
Deseret Mutual Benefit Administrators
Utah
$711K -$1.16K -20 -0.2%
TCOV
1248
Trust Company of Vermont
Vermont
$710K +$66.9K +1,154 +10%
AC
1249
Allstate Corporation
Illinois
$707K -$23.9K -412 -3%
ECU
1250
Eisler Capital (US)
New York
$704K +$704K +12,151 New
48 49
50
51 52