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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 %
PMFA
1526
Plante Moran Financial Advisors
Michigan
$390K -$3.83K -66 -1%
SHGA
1527
Sand Hill Global Advisors
California
$389K -$37K -638 -9%
BWP
1528
Baldwin Wealth Partners
Massachusetts
$388K – – –
KP
1529
Keel Point
Alabama
$387K -$98.7K -1,703 -20%
EWA
1530
ERTS Wealth Advisors
Michigan
$387K -$3.48K -60 -0.9%
AIA
1531
Arbor Investment Advisors
North Carolina
$387K – – –
LC
1532
Lincoln Capital
Nebraska
$386K – – –
SFP
1533
Sweet Financial Partners
Minnesota
$385K -$182K -3,146 -32%
RDWM
1534
Red Door Wealth Management
Tennessee
$385K -$46.4K -800 -11%
TFA
1535
Transamerica Financial Advisors
Florida
$383K -$19.8K -341 -5%
VC
1536
Vicus Capital
Pennsylvania
$382K +$27.3K +471 +8%
WF
1537
Wayfinding Financial
Washington
$382K -$35.9K -587 -9%
NVCHI
1538
New Vernon Capital Holdings II
New Jersey
$382K +$382K +6,584 New
CIA
1539
Cape Investment Advisory
Georgia
$381K -$10.1K -175 -3%
BWM
1540
BNC Wealth Management
Oregon
$380K -$2.84K -49 -0.7%
SFS
1541
Stiles Financial Services
Minnesota
$380K +$5.33K +92 +1%
WA
1542
Waddell & Associates
Tennessee
$379K -$69K -1,190 -15%
FRA
1543
Front Row Advisors
California
$378K +$25.3K +436 +7%
SMC
1544
Smith, Moore & Co
Missouri
$378K -$17.4K -300 -4%
AFA
1545
AA Financial Advisors
Ohio
$378K +$378K +6,520 New
FIM
1546
Fruth Investment Management
Texas
$377K +$11.6K +200 +3%
CP
1547
Canopy Partners
Ohio
$377K +$94K +1,621 +33%
CFP
1548
Cascade Financial Partners
California
$376K +$376K +6,663 New
IW
1549
Imprint Wealth
South Carolina
$372K +$86.9K +1,509 +30%
VWA
1550
Visionary Wealth Advisors
Illinois
$372K -$45.8K -790 -11%
60 61
62
63 64