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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 %
CPC
1726
Consolidated Planning Corp
Georgia
$282K -$23.1K -399 -8%
SWM
1727
Stockman Wealth Management
Montana
$282K +$10.1K +175 +4%
GP
1728
Girard Partners
Pennsylvania
$282K +$21.9K +378 +8%
CCB
1729
Cutter & Co Brokerage
Missouri
$281K -$3.42K -59 -1%
VDI
1730
Vaughan David Investments
Illinois
$281K -$17.4K -300 -6%
CIS
1731
Custom Index Systems
New York
$280K +$280K +4,834 New
KFC
1732
Klingenstein Fields & Co
New York
$277K -$66.5K -1,148 -19%
HKIM
1733
Hayek Kallen Investment Management
Alabama
$276K -$5.8K -100 -2%
GJWM
1734
Gilliland Jeter Wealth Management
Arkansas
$275K +$275K +4,748 New
PIM
1735
Penobscot Investment Management
Massachusetts
$275K +$13.5K +233 +5%
BOH
1736
Bank of Hawaii
Hawaii
$275K -$38.9K -671 -12%
LWL
1737
Leo Wealth LLC
Texas
$275K +$13.9K +241 +5%
FCA
1738
FinTrust Capital Advisors
South Carolina
$275K -$528K -9,109 -66%
Kayne Anderson Rudnick Investment Management
1739
Kayne Anderson Rudnick Investment Management
California
$274K -$6.49K -112 -2%
MW
1740
MBL Wealth
North Carolina
$274K +$14.1K +244 +5%
ORC
1741
O'Rourke & Company
Massachusetts
$273K +$174 +3 +0.1%
BC
1742
Belmont Capital
California
$273K -$261K -4,499 -49%
LI
1743
LRI Investments
Florida
$272K +$272K +4,685 New
AWM
1744
Avaii Wealth Management
Wisconsin
$271K -$21.8K -376 -7%
TWA
1745
Talisman Wealth Advisors
New Jersey
$271K +$4.46K +77 +2%
BFA
1746
Bill Few Associates
Pennsylvania
$270K +$1.33K +23 +0.5%
OHWP
1747
Oak Harbor Wealth Partners
North Carolina
$270K +$270K +4,650 New
PCG
1748
Prosperity Consulting Group
Maryland
$269K +$33.5K +578 +14%
NCTC
1749
New Covenant Trust Company
Indiana
$269K +$269K +4,636 New
CTA
1750
Colonial Trust Advisors
South Carolina
$269K -$37K -638 -12%
68 69
70
71 72