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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 %
AWAU
1251
Alliance Wealth Advisors (Utah)
Utah
$701K -$53.2K -918 -7%
CT
1252
Chicago Trust
Illinois
$698K +$70.7K +1,219 +11%
CCM
1253
Chilton Capital Management
Texas
$697K -$20.9K -360 -3%
CA
1254
Claro Advisors
Massachusetts
$694K -$57.6K -994 -8%
CIC
1255
Crawford Investment Counsel
Georgia
$693K +$55K +949 +9%
Fayez Sarofim & Co
1256
Fayez Sarofim & Co
Texas
$692K -$28.5K -491 -4%
LWM
1257
Liberty Wealth Management
California
$688K +$688K +11,868 New
FW
1258
FirstPurpose Wealth
Utah
$688K -$94.6K -1,662 -12%
AI
1259
Accredited Investors
Minnesota
$685K -$427K -7,364 -38%
SCTC
1260
Sanibel Captiva Trust Company
Florida
$683K +$19.5K +336 +3%
WSTAM
1261
Wilbanks Smith & Thomas Asset Management
Virginia
$682K -$109K -1,878 -14%
FTC
1262
Farmers Trust Company
Ohio
$681K -$9.8K -169 -1%
CFGS
1263
Concourse Financial Group Securities
Alabama
$680K -$49.1K -848 -7%
CCWM
1264
Correct Capital Wealth Management
Missouri
$675K – – –
TCM
1265
Tributary Capital Management
Nebraska
$675K +$110K +1,900 +19%
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$671K +$19.9K +343 +3%
IIA
1267
IPG Investment Advisors
California
$669K -$837K -14,434 -56%
BIM
1268
Bridges Investment Management
Nebraska
$667K – – –
SMA
1269
Sage Mountain Advisors
Georgia
$666K +$120K +2,075 +22%
PA
1270
PFW Advisors
Georgia
$666K -$16.6K -287 -2%
GLA
1271
Good Life Advisors
Pennsylvania
$665K +$17.7K +306 +3%
DLA
1272
Douglas Lane & Associates
New York
$661K +$48.8K +842 +8%
HWA
1273
HCR Wealth Advisors
California
$661K – – –
CCM
1274
Carlson Capital Management
Minnesota
$658K -$1.2M -20,684 -65%
WEG
1275
World Equity Group
Illinois
$657K +$19K +328 +3%
49 50
51
52 53