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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 %
EW
1451
Evoke Wealth
California
$444K +$444K +7,663 New
AA
1452
Auxano Advisors
Washington
$444K +$155K +2,672 +54%
VST
1453
Van Strum & Towne
California
$443K – – –
VAM
1454
Vontobel Asset Management
New York
$443K -$72.2K -1,245 -14%
TCM
1455
Traynor Capital Management
Pennsylvania
$442K -$199K -3,433 -31%
TWM
1456
Thrive Wealth Management
Pennsylvania
$442K +$42.7K +737 +11%
EA
1457
Everpar Advisors
Oklahoma
$441K -$612K -10,559 -58%
UWPG
1458
Ullmann Wealth Partners Group
Florida
$440K +$20.6K +356 +5%
SB
1459
Simmons Bank
Arkansas
$435K -$86.6K -1,494 -17%
RG
1460
Retirement Group
California
$435K – – –
PWP
1461
Pursue Wealth Partners
California
$435K – – –
BFWA
1462
Benchmark Financial Wealth Advisors
Florida
$434K +$25.7K +443 +6%
AM
1463
AGF Management
Ontario, Canada
$433K -$400K -6,893 -48%
BFG
1464
Berger Financial Group
Minnesota
$430K +$37.3K +644 +10%
CWS
1465
Confluence Wealth Services
Pennsylvania
$430K +$46.8K +808 +12%
SGCA
1466
Steel Grove Capital Advisors
Tennessee
$429K +$145K +2,500 +51%
NJBEST
1467
New Jersey Better Educational Savings Trust
New Jersey
$429K – – –
BCCM
1468
Bridge Creek Capital Management
Massachusetts
$429K – – –
CL
1469
COWA LLC
Oklahoma
$429K – – –
FDS
1470
First Dallas Securities
Texas
$426K -$20.3K -350 -5%
TH
1471
TCTC Holdings
Texas
$425K -$199K -3,429 -32%
PCI
1472
Pacifica Capital Investments
Texas
$425K -$57.9K -1,000 -12%
GWANC
1473
Guardian Wealth Advisors (North Carolina)
North Carolina
$424K +$52.2K +901 +14%
B
1474
Bailard
California
$424K -$2.03K -35 -0.5%
DIM
1475
Delta Investment Management
California
$424K – – –
57 58
59
60 61