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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 %
CFG
1626
Cooper Financial Group
California
$329K +$329K +5,670 New
CWM
1627
CarsonAllaria Wealth Management
Illinois
$328K -$69.3K -1,195 -17%
GCM
1628
G2 Capital Management
Ohio
$327K – – –
HWA
1629
HHM Wealth Advisors
Tennessee
$327K – – –
NL
1630
NWAM LLC
Washington
$327K -$12.2K -203 -4%
RFA
1631
Register Financial Advisors
Georgia
$326K -$13.4K -231 -4%
DA
1632
Detalus Advisors
Missouri
$325K – – –
SWM
1633
Silverlake Wealth Management
Vermont
$323K -$1.45K -25 -0.4%
MAWA
1634
Moss Adams Wealth Advisors
Washington
$321K +$321K +5,534 New
BWM
1635
Baron Wealth Management
Michigan
$319K -$63.2K -1,091 -17%
NIM
1636
Nexus Investment Management
Ontario, Canada
$319K -$58K -1,000 -15%
BBW
1637
Blue Barn Wealth
Utah
$319K -$195K -3,368 -38%
JWM
1638
Janiczek Wealth Management
Colorado
$318K +$3.01K +52 +1%
OAM
1639
Occidental Asset Management
California
$317K -$149K -2,572 -32%
CC
1640
Callan Capital
California
$317K +$317K +5,462 New
HCMG
1641
Howard Capital Management Group
California
$316K – – –
WAM
1642
Weinberger Asset Management
California
$315K +$1.57K +27 +0.5%
DSC
1643
Duncker Streett & Co
Missouri
$315K -$34.1K -588 -10%
ML
1644
McAdam LLC
Pennsylvania
$315K +$26.8K +463 +9%
EMAM
1645
Encompass More Asset Management
California
$314K +$314K +5,424 New
DWM
1646
Denver Wealth Management
Colorado
$314K -$4.46K -77 -1%
BHWM
1647
Bar Harbor Wealth Management
New Hampshire
$314K +$314K +5,412 New
BAG
1648
Bridgewealth Advisory Group
California
$313K +$58 +1 +0%
IC
1649
Inscription Capital
Texas
$312K +$312K +5,390 New
GIA
1650
Guyasuta Investment Advisors
Pennsylvania
$312K – – –
64 65
66
67 68