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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 %
CIC
1426
Cutler Investment Counsel
Oregon
$472K -$47.8K -825 -9%
BWG
1427
Beta Wealth Group
California
$471K -$68.6K -1,183 -13%
NP
1428
Nilsine Partners
Colorado
$469K +$145K +2,501 +45%
MMG
1429
Monetary Management Group
Missouri
$467K – – –
CWP
1430
Cyndeo Wealth Partners
Florida
$467K +$3.42K +59 +0.7%
CAM
1431
Campion Asset Management
Virginia
$464K -$9.27K -160 -2%
AP
1432
Americana Partners
Texas
$464K -$347K -5,992 -43%
FCA
1433
Fortis Capital Advisors
Kansas
$463K +$463K +7,996 New
WPA
1434
Winning Points Advisors
Florida
$463K – – –
BTIM
1435
BancFirst Trust & Investment Management
Oklahoma
$462K – – –
ONST
1436
Old North State Trust
North Carolina
$460K +$460K +7,934 New
MA
1437
MCF Advisors
Kentucky
$459K -$185K -3,188 -29%
KCM
1438
Kathmere Capital Management
Pennsylvania
$459K +$18.8K +324 +4%
TAM
1439
Titleist Asset Management
Texas
$456K +$192K +3,319 +73%
GIA
1440
Gladstone Institutional Advisory
Florida
$454K -$55.2K -952 -11%
AC
1441
AlphaCore Capital
California
$454K +$15.9K +275 +4%
WC
1442
Weil Company
California
$453K +$811 +14 +0.2%
MC
1443
Maverick Capital
Texas
$453K +$453K +7,818 New
SIG
1444
Sky Investment Group
Connecticut
$452K – – –
DA
1445
Doliver Advisors
Texas
$450K -$42.8K -739 -9%
SWA
1446
Stratos Wealth Advisors
Ohio
$449K -$23.2K -400 -5%
GL
1447
GHE LLC
Tennessee
$448K – – –
FA
1448
Faithward Advisors
Pennsylvania
$447K +$447K +7,719 New
BIP
1449
Blueprint Investment Partners
North Carolina
$446K +$90.6K +1,564 +26%
CCG
1450
Catalina Capital Group
California
$444K +$444K +7,667 New
56 57
58
59 60