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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 %
LCM
1276
Leisure Capital Management
California
$656K -$19.2K -331 -3%
CA
1277
Cumberland Advisors
Florida
$655K – – –
GSC
1278
G&S Capital
Colorado
$650K -$116 -2 -0%
PIA
1279
Perennial Investment Advisors
California
$650K -$8.93K -154 -1%
RWA
1280
River Wealth Advisors
Pennsylvania
$649K +$6.32K +109 +1%
FFM
1281
Flagstone Financial Management
Nebraska
$648K -$1.62K -28 -0.2%
AWAP
1282
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$646K +$2.03K +35 +0.3%
KA
1283
Kovack Advisors
Florida
$646K +$16K +276 +3%
TAM
1284
Tocqueville Asset Management
New York
$641K +$75.1K +1,295 +13%
VBFP
1285
Valtinson Bruner Financial Planning
Minnesota
$641K +$174 +3 +0%
CC
1286
Chicago Capital
Illinois
$636K -$359K -6,200 -36%
CCM
1287
Cohen Capital Management
California
$634K +$155K +2,672 +32%
SCM
1288
Sterneck Capital Management
Missouri
$630K -$1.08M -18,720 -63%
WIC
1289
Woodmont Investment Counsel
Tennessee
$627K -$26.7K -460 -4%
RCM
1290
Radnor Capital Management
Pennsylvania
$627K – – –
AHL
1291
Abel Hall LLC
Louisiana
$626K +$18.9K +326 +3%
DBIA
1292
Dumont & Blake Investment Advisors
New Jersey
$625K +$116 +2 +0%
AWM
1293
Aviso Wealth Management
Washington
$624K -$10.5K -181 -2%
MBTD
1294
Mechanics Bank - Trust Department
California
$622K – – –
QPWM
1295
Quadrant Private Wealth Management
Pennsylvania
$621K -$198K -3,415 -24%
MBT
1296
Montecito Bank & Trust
California
$620K -$114K -1,962 -15%
SCM
1297
Sebold Capital Management
Illinois
$618K -$50.2K -866 -8%
HTI
1298
Hikari Tsushin Inc
Japan
$616K – – –
JFG
1299
Jefferies Financial Group
New York
$612K +$234K +4,043 +62%
CBA
1300
Coastal Bridge Advisors
Connecticut
$612K – – –
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