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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 %
PPP
1301
Private Portfolio Partners
New Jersey
$611K -$9.8K -169 -2%
JC
1302
Jacobs & Co
California
$611K -$92.6K -1,600 -13%
SSB
1303
Sandy Spring Bank
Maryland
$611K -$248K -4,282 -29%
QC
1304
Quent Capital
New York
$611K -$19.2K -331 -3%
LFA
1305
LGT Financial Advisors
Texas
$610K – – –
RT
1306
Rockland Trust
Massachusetts
$610K -$78K -1,345 -11%
OPCM
1307
Osborne Partners Capital Management
California
$609K – – –
CCA
1308
Childress Capital Advisors
Texas
$607K +$48.3K +833 +9%
TFO
1309
Tarbox Family Office
California
$607K – – –
ATFA
1310
All Terrain Financial Advisors
Minnesota
$607K -$67.9K -1,172 -10%
GTAM
1311
Global Trust Asset Management
Florida
$606K – – –
LWP
1312
LMG Wealth Partners
Louisiana
$604K – – –
HW
1313
Hancock Whitney
Mississippi
$603K – – –
IFWM
1314
Institute for Wealth Management
Colorado
$602K +$348 +6 +0.1%
CW
1315
CIC Wealth
Maryland
$600K -$27.2K -469 -4%
FTWA
1316
Fifth Third Wealth Advisors
Ohio
$599K -$72.6K -1,252 -11%
SCP
1317
Sivia Capital Partners
California
$597K -$10.5K -182 -2%
SC
1318
Steph & Co
Wisconsin
$594K – – –
SAM
1319
Smartleaf Asset Management
Massachusetts
$593K +$309K +5,363 +109%
EFG
1320
Everhart Financial Group
Ohio
$592K +$111K +1,922 +23%
QWM
1321
Quadcap Wealth Management
Texas
$591K -$87K -1,501 -13%
SSWM
1322
Sheets Smith Wealth Management
North Carolina
$590K +$1.28K +22 +0.2%
WB
1323
Webster Bank
Connecticut
$588K +$11.7K +202 +2%
SC
1324
SouthState Corp
Florida
$588K -$63.2K -1,091 -10%
JSW
1325
Journey Strategic Wealth
New Jersey
$587K +$170K +2,936 +41%
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53
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