WFC icon

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 %
LWCFA
1676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K -$104K -1,710 -26%
PVI
1677
Pine Valley Investments
New Jersey
$301K -$157K -2,710 -34%
LRIA
1678
Leonard Rickey Investment Advisors
Washington
$300K +$45.8K +791 +18%
BCM
1679
BluePath Capital Management
Georgia
$300K +$300K +5,182 New
SL
1680
Salomon & Ludwin
Virginia
$300K -$3.94K -68 -1%
NFP
1681
Narus Financial Partners
Utah
$300K +$1.62K +28 +0.5%
MPCG
1682
Matrix Private Capital Group
New York
$300K +$753 +13 +0.3%
CD
1683
Chapin Davis
Maryland
$299K -$15.2K -262 -5%
PP
1684
Pegasus Partners
Wisconsin
$299K +$16.6K +287 +6%
AAS
1685
Annex Advisory Services
Wisconsin
$298K +$298K +5,142 New
NRC
1686
New Republic Capital
North Carolina
$297K -$103K -1,778 -26%
BWA
1687
Burt Wealth Advisors
Maryland
$297K – – –
OFG
1688
Oxford Financial Group
Indiana
$296K +$20.5K +354 +7%
WSFS
1689
Wilmington Savings Fund Society
Delaware
$296K +$296K +5,114 New
WPP
1690
Whalerock Point Partners
Rhode Island
$296K – – –
BGAI
1691
Bruce G. Allen Investments
Colorado
$296K -$40.3K -696 -12%
CFO
1692
CVA Family Office
Colorado
$295K +$2.26K +39 +0.8%
BHIA
1693
Birch Hill Investment Advisors
Massachusetts
$294K +$294K +5,079 New
CSC
1694
Caldwell Sutter Capital
California
$294K -$10K -173 -3%
VF
1695
Vest Financial
Virginia
$294K +$294K +5,070 New
CCM
1696
Check Capital Management
California
$293K -$104K -1,800 -26%
Bank Julius Baer & Co
1697
Bank Julius Baer & Co
Switzerland
$293K -$348 -6 -0.1%
FC
1698
Forte Capital
New York
$293K -$16.9K -292 -5%
MA
1699
MKT Advisors
California
$293K -$158K -2,769 -35%
CWG
1700
Cornerstone Wealth Group
North Carolina
$292K +$292K +5,039 New
66 67
68
69 70