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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 %
WDL
1476
Well Done LLC
Michigan
$423K +$20.2K +348 +5%
PCP
1477
Proficio Capital Partners
Massachusetts
$423K +$18.6K +320 +5%
CUAMC
1478
China Universal Asset Management Company
China
$423K +$423K +7,292 New
SVWAG
1479
Sound View Wealth Advisors Group
Georgia
$423K -$43.8K -756 -9%
FNBTCON
1480
First National Bank & Trust Co of Newtown
Pennsylvania
$422K – – –
CBFP
1481
Cedar Brook Financial Partners
Ohio
$422K +$6.67K +115 +2%
LA
1482
Lynch & Associates
Indiana
$420K -$1.45K -25 -0.3%
PSB
1483
Piscataqua Savings Bank
New Hampshire
$420K -$14K -242 -3%
VA
1484
Valmark Advisers
Ohio
$420K -$51.2K -884 -11%
WTA
1485
Washington Trust Advisors
Massachusetts
$419K +$4.87K +84 +1%
HT
1486
Heritage Trust
Oklahoma
$419K -$49.3K -851 -11%
AFT
1487
Alpha Family Trust
California
$418K – – –
CA
1488
Cornerstone Advisory
Maryland
$418K -$49.9K -861 -11%
GFS
1489
GYL Financial Synergies
Connecticut
$417K +$144K +2,482 +53%
CWG
1490
Crown Wealth Group
North Carolina
$417K +$114K +1,969 +38%
DIG
1491
DeepCurrents Investment Group
New York
$416K -$1.24M -21,310 -75%
CM
1492
Capula Management
Cayman Islands
$416K +$416K +7,178 New
NHT
1493
New Hampshire Trust
New Hampshire
$412K – – –
SAM
1494
S.A. Mason
Michigan
$412K +$9.68K +167 +2%
NPA
1495
Nichols & Pratt Advisers
Massachusetts
$412K – – –
FFG
1496
Fortem Financial Group
California
$411K +$41K +707 +11%
CB
1497
Cadence Bank
Mississippi
$411K -$5.68K -98 -1%
KSWA
1498
Kathleen S. Wright Associates
Pennsylvania
$410K +$1.1K +19 +0.3%
MSFS
1499
Main Street Financial Solutions
Pennsylvania
$409K -$3.71K -64 -0.9%
KA
1500
Kearns & Associates
California
$406K – – –
58 59
60
61 62