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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 %
FTIS
1501
First Trust Investment Solutions
Florida
$406K +$59.1K +1,020 +17%
WC
1502
Westhampton Capital
North Carolina
$405K – – –
FFA
1503
Founders Financial Alliance
North Carolina
$404K -$12.6K -218 -3%
SC
1504
Schulhoff & Co
Ohio
$404K -$17.3K -298 -4%
PWA
1505
Physician Wealth Advisors
Utah
$404K +$23.3K +413 +6%
SSA
1506
Sierra Summit Advisors
Nevada
$402K -$301K -5,200 -43%
CWA
1507
CM Wealth Advisors
Ohio
$401K +$401K +6,662 New
GC
1508
Gratus Capital
Georgia
$401K +$12.6K +218 +3%
RWPA
1509
Richard W. Paul & Associates
Michigan
$401K -$13K -224 -3%
BFG
1510
Bouchey Financial Group
New York
$401K +$1.91K +33 +0.5%
JWBC
1511
John W. Brooker & Co
California
$400K – – –
SIM
1512
SSI Investment Management
California
$399K -$1.8K -31 -0.4%
FMB
1513
Field & Main Bank
Kentucky
$399K +$7.94K +137 +2%
CA
1514
Cambridge Advisors
Nebraska
$398K +$39.4K +680 +11%
AWM
1515
Angeles Wealth Management
California
$397K +$134K +2,309 +51%
AFP
1516
Ausdal Financial Partners
Iowa
$396K -$5.74K -99 -1%
EA
1517
Evolution Advisers
Virginia
$395K -$58 -1 -0%
MFC
1518
Morris Financial Concepts
South Carolina
$395K – – –
SAM
1519
Summit Asset Management
Tennessee
$394K – – –
SCM
1520
Stevens Capital Management
Pennsylvania
$394K +$394K +6,795 New
LIA
1521
LBMC Investment Advisors
Tennessee
$394K +$14K +241 +4%
EFL
1522
ERn Financial LLC
Wisconsin
$391K -$11.2K -194 -3%
DMC
1523
Drexel Morgan & Co
Pennsylvania
$391K – – –
WP
1524
WealthShield Partners
North Carolina
$391K -$184K -3,171 -32%
WWM
1525
Wagner Wealth Management
South Carolina
$390K -$31.7K -547 -8%
59 60
61
62 63