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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 %
MWM
1751
Modern Wealth Management
Kansas
$268K +$268K +4,625 New
CTI
1752
Community Trust & Investment
Kentucky
$268K – – –
NFC
1753
Northeast Financial Consultants
Connecticut
$267K +$17.3K +299 +7%
GWMR
1754
GC Wealth Management RIA
Massachusetts
$267K +$267K +4,599 New
EIG
1755
Ellenbecker Investment Group
Wisconsin
$265K +$21.6K +373 +9%
OWA
1756
Octavia Wealth Advisors
Ohio
$265K -$5.97K -103 -2%
PSC
1757
Prentiss Smith & Co
Vermont
$264K – – –
WAAG
1758
Wealth Alliance Advisory Group
Kansas
$264K – – –
HP
1759
Holistic Planning
Texas
$263K -$4.06K -70 -2%
MWA
1760
Monograph Wealth Advisors
California
$261K +$261K +4,500 New
ANB
1761
Amarillo National Bank
Texas
$260K -$4K -69 -2%
PAG
1762
Powers Advisory Group
Illinois
$260K -$60.7K -1,047 -19%
AWA
1763
Amplius Wealth Advisors
Pennsylvania
$259K -$17.2K -296 -6%
MFA
1764
Mayflower Financial Advisors
Massachusetts
$259K +$1.39K +24 +0.5%
AMBIA
1765
Allen Mooney & Barnes Investment Advisors
Georgia
$259K -$28.2K -497 -10%
BCM
1766
Buckhead Capital Management
Georgia
$259K – – –
JLBC
1767
J.L. Bainbridge & Co
Florida
$258K – – –
BIC
1768
Beach Investment Counsel
Pennsylvania
$258K – – –
WCA
1769
Waypoint Capital Advisors
Minnesota
$257K +$8.58K +148 +3%
JWWM
1770
Johnson & White Wealth Management
Pennsylvania
$257K -$47.1K -813 -15%
ACA
1771
Affinity Capital Advisors
California
$257K -$2.96K -51 -1%
LFA
1772
Laraway Financial Advisors
Minnesota
$257K +$58 +1 +0%
PCMC
1773
Private Capital Management (Colorado)
Colorado
$256K +$256K +4,420 New
FCFC
1774
First Citizens Financial Corp
Iowa
$256K +$6.14K +106 +2%
AO
1775
Advisor OS
Illinois
$256K -$159K -2,737 -38%
69 70
71
72 73