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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 %
MAG
1701
Mokosak Advisory Group
Iowa
$291K +$40.8K +704 +16%
ITIM
1702
Indiana Trust & Investment Management
Indiana
$291K – – –
AIA
1703
Alternative Investment Advisors
Florida
$291K +$173 +3 +0.1%
FAG
1704
Financial Architects (Georgia)
Georgia
$290K +$290K +5,002 New
VV
1705
Verity & Verity
South Carolina
$290K -$261K -4,509 -47%
MJP
1706
Michael J. Puzo
$290K – – –
HC
1707
Hourglass Capital
Texas
$290K – – –
TIM
1708
Triad Investment Management
California
$290K – – –
AWM
1709
Ameliora Wealth Management
Switzerland
$290K +$174K +3,000 +150%
WIM
1710
Warwick Investment Management
Texas
$289K +$289K +4,994 New
QFA
1711
Quantum Financial Advisors
California
$289K +$289K +4,992 New
MSA
1712
Marino Stram & Associates
Massachusetts
$288K -$2.09K -36 -0.7%
GA
1713
GFS Advisors
Texas
$287K -$305K -5,260 -52%
CWA
1714
Cornerstone Wealth Advisors
Minnesota
$287K – – –
FCMT
1715
Founders Capital Management (Texas)
Texas
$286K -$108K -1,871 -27%
WMA
1716
Wealth Management Associates
New Jersey
$286K -$17.8K -299 -6%
SI
1717
Saxon Interests
Texas
$285K +$5.04K +87 +2%
JCM
1718
Jacobsen Capital Management
Utah
$285K +$2.14K +37 +0.8%
OL
1719
Optas LLC
Texas
$285K +$4.81K +83 +2%
WH
1720
Willner & Heller
California
$284K +$1.74K +30 +0.6%
RPWA
1721
Regent Peak Wealth Advisors
Georgia
$284K +$2.38K +41 +0.8%
HFRG
1722
Houlihan Financial Resource Group
Virginia
$284K -$29K -500 -9%
FGA
1723
Fortis Group Advisors
New Jersey
$283K +$211K +3,649 +294%
WAM
1724
Walker Asset Management
Missouri
$283K +$1.57K +27 +0.6%
VCP
1725
Verus Capital Partners
Arizona
$282K -$12.3K -212 -4%
67 68
69
70 71