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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 %
BFO
1401
Biltmore Family Office
North Carolina
$504K – – –
EWM
1402
Evermay Wealth Management
Virginia
$504K -$1.91K -33 -0.4%
SC
1403
Summa Corp
Texas
$504K – – –
BCA
1404
Bray Capital Advisors
Florida
$504K +$290 +5 +0.1%
SFG
1405
SNS Financial Group
Minnesota
$503K +$1.68K +29 +0.3%
FPCP
1406
Fort Point Capital Partners
California
$503K -$40.3K -695 -7%
LA
1407
Legacy Advisors
Pennsylvania
$500K +$49.7K +857 +11%
MFG
1408
Mosaic Financial Group
Illinois
$500K +$500K +8,625 New
WCG
1409
Weaver Consulting Group
California
$497K +$190K +3,270 +62%
FB
1410
First Bancorp
Maine
$496K +$3.59K +62 +0.7%
AMIM
1411
Aull & Monroe Investment Management
Alabama
$495K -$85.4K -1,473 -15%
IB
1412
Intrust Bank
Kansas
$494K +$985 +17 +0.2%
MAM
1413
Meeder Asset Management
Ohio
$488K +$65.3K +1,126 +15%
PP
1414
PDS Planning
Ohio
$486K +$32.3K +557 +7%
POIA
1415
Pin Oak Investment Advisors
Texas
$483K – – –
HI
1416
Humankind Investments
New York
$482K -$50.8K -876 -10%
SCA
1417
Sippican Capital Advisors
Massachusetts
$481K -$402K -6,940 -46%
WA
1418
Wealth Architects
California
$480K +$4.17K +72 +0.9%
SFB
1419
STAR Financial Bank
Indiana
$479K – – –
WBC
1420
West Branch Capital
Massachusetts
$477K +$38K +656 +9%
RCM
1421
Raleigh Capital Management
North Carolina
$477K +$113K +1,944 +31%
LA
1422
Lakeside Advisors
Washington
$475K -$11.6K -200 -2%
BA
1423
Bristlecone Advisors
Washington
$475K -$170K -2,936 -26%
SQA
1424
Simon Quick Advisors
New Jersey
$474K +$114K +1,961 +32%
ALAM
1425
Asahi Life Asset Management
Japan
$474K – – –
55 56
57
58 59