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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 %
FCIM
1376
Fairview Capital Investment Management
California
$528K -$696 -12 -0.1%
Financial Engines Advisors
1377
Financial Engines Advisors
California
$526K -$43.7K -754 -8%
IIA
1378
Integral Investment Advisors
California
$526K +$269K +4,676 +105%
WCA
1379
Westover Capital Advisors
Delaware
$524K +$228K +3,931 +77%
IWA
1380
Icon Wealth Advisors
Texas
$524K +$65.8K +1,136 +14%
SCM
1381
Steele Capital Management
Iowa
$523K – – –
CIM
1382
CIM Investment Management
Pennsylvania
$523K – – –
WIM
1383
WealthPlan Investment Management
Nebraska
$521K -$66.2K -1,142 -11%
XT
1384
XTX Topco
Cayman Islands
$521K +$70.1K +1,209 +16%
1WM
1385
1900 Wealth Management
Texas
$521K -$71.9K -1,241 -12%
TCM
1386
Triumph Capital Management
Colorado
$518K -$395K -6,852 -43%
TAM
1387
Tucker Asset Management
Colorado
$517K +$86.3K +1,489 +20%
LFA
1388
Lauterbach Financial Advisors
Texas
$516K +$46.9K +809 +10%
DFG
1389
Delta Financial Group
New Jersey
$515K -$78.5K -1,356 -13%
SWC
1390
Spectrum Wealth Counsel
Indiana
$515K – – –
WLPWM
1391
Walled Lake Planning & Wealth Management
Illinois
$514K – – –
OC
1392
Oakworth Capital
Alabama
$513K +$399K +6,885 +352%
MIP
1393
Marietta Investment Partners
Wisconsin
$510K – – –
SF
1394
Summit Financial
New Jersey
$510K -$125K -2,156 -20%
HI
1395
Hudock Inc
Pennsylvania
$508K +$58 +1 +0%
ST
1396
Spinnaker Trust
Maine
$507K +$20.5K +354 +4%
NIM
1397
Northeast Investment Management
Massachusetts
$506K – – –
WPWM
1398
Western Pacific Wealth Management
Illinois
$506K +$85K +1,467 +20%
FWP
1399
FAS Wealth Partners
Kansas
$506K -$38.1K -657 -7%
RMDI
1400
R.M. Davis Inc
Maine
$505K -$7.01K -121 -1%
54 55
56
57 58