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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 %
PP
1576
Patten & Patten
Tennessee
$359K +$29K +500 +9%
AB
1577
Atlas Brown
Kentucky
$358K +$13.4K +232 +4%
SB
1578
Sunflower Bank
Texas
$357K -$2.67K -46 -0.7%
TFF
1579
The Family Firm
Maryland
$356K +$27.9K +481 +8%
NFG
1580
Nations Financial Group
Iowa
$354K +$13.2K +228 +4%
CG
1581
Cutler Group
California
$354K -$344K -5,944 -49%
WA
1582
Wealthstream Advisors
New York
$354K +$5.91K +102 +2%
ACG
1583
Allen Capital Group
Nebraska
$352K +$43.8K +756 +14%
MIC
1584
Means Investment Company
Maine
$351K +$1.04K +18 +0.3%
EGA
1585
E&G Advisors
Texas
$351K -$34.3K -591 -9%
AWA
1586
Alaska Wealth Advisors
Alaska
$350K – – –
SIA
1587
SeaBridge Investment Advisors
New Jersey
$350K – – –
CS
1588
Candriam SCA
Luxembourg
$350K -$8.35K -144 -2%
AWE
1589
Avidian Wealth Enterprises
Texas
$349K +$84.3K +1,455 +32%
D
1590
Diversified
Delaware
$349K -$116 -2 -0%
FAM
1591
Fenimore Asset Management
New York
$348K – – –
JAIC
1592
Josh Arnold Investment Consultant
Minnesota
$348K – – –
KNW
1593
Kesler Norman & Wride
Utah
$346K +$1.22K +21 +0.4%
AIA
1594
Angeles Investment Advisors
California
$346K +$35.9K +620 +12%
SFI
1595
SPC Financial Inc
Maryland
$345K +$9.1K +157 +3%
FAIM
1596
Financial Advocates Investment Management
Washington
$344K -$31.1K -536 -8%
SMWM
1597
Silvia McColl Wealth Management
California
$344K +$114 +2 +0%
MAG
1598
M3 Advisory Group
Massachusetts
$344K +$1.51K +26 +0.4%
AP
1599
Atwood & Palmer
Missouri
$343K -$204K -3,523 -37%
TIA
1600
Traphagen Investment Advisors
New Jersey
$343K -$27.5K -475 -7%
62 63
64
65 66