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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 %
PAMG
1651
Patton Albertson Miller Group
Tennessee
$311K +$13.7K +237 +5%
AW
1652
Alaethes Wealth
Nevada
$311K – – –
SNBOSD
1653
Security National Bank of So Dak
Iowa
$310K -$108K -1,867 -26%
HR
1654
Hardy Reed
Mississippi
$310K +$2.09K +36 +0.7%
PS
1655
Portfolio Strategies
New York
$310K +$310K +5,349 New
CG
1656
CFO4Life Group
Texas
$310K +$6.38K +110 +2%
HR
1657
Howe & Rusling
New York
$309K -$57.4K -991 -16%
FCAS
1658
First Command Advisory Services
Texas
$309K +$6.7K +103 +2%
HWM
1659
Hohimer Wealth Management
Washington
$309K +$309K +5,323 New
MFWP
1660
Mosaic Family Wealth Partners
Missouri
$308K -$695 -12 -0.2%
PMSA
1661
Patrick M. Sweeney & Associates
Illinois
$308K +$42K +725 +16%
CC
1662
Constitution Capital
Connecticut
$307K – – –
RP
1663
Raelipskie Partnership
Ontario, Canada
$307K – – –
MSWM
1664
McGlone Suttner Wealth Management
Wisconsin
$306K -$36.2K -625 -11%
CT
1665
Coastline Trust
Rhode Island
$306K +$20.7K +357 +7%
WCM
1666
Wallace Capital Management
Texas
$305K – – –
BWA
1667
Brave Warrior Advisors
New York
$304K – – –
RWA
1668
Redhawk Wealth Advisors
Minnesota
$304K +$985 +17 +0.3%
EI
1669
Ellevest Inc
New York
$304K +$304K +5,237 New
GWM
1670
Guardian Wealth Management
Illinois
$303K -$15.4K -265 -5%
AA
1671
Advisory Alpha
Michigan
$303K +$5.16K +89 +2%
MFG
1672
Magnus Financial Group
New York
$302K -$5.85K -101 -2%
CA
1673
Crewe Advisors
Utah
$302K +$302K +5,211 New
BMMM
1674
Boston Mountain Money Management
Arkansas
$302K +$302K +5,210 New
LPT
1675
Legacy Private Trust
Wisconsin
$302K -$54.8K -945 -15%
65 66
67
68 69