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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 %
FOA
1776
Five Oceans Advisors
California
$255K +$985 +17 +0.4%
HA
1777
HC Advisors
Georgia
$254K -$35.1K -605 -12%
MCP
1778
Mirador Capital Partners
California
$254K +$9.1K +157 +4%
FWTB
1779
First Western Trust Bank
Colorado
$252K -$4.17K -72 -2%
RBC
1780
Romano Brothers & Co
Illinois
$252K – – –
SIC
1781
Samalin Investment Counsel
New York
$252K +$1.28K +22 +0.5%
CAMV
1782
Concord Asset Management (Virginia)
Virginia
$251K +$580 +10 +0.2%
AWA
1783
Acorn Wealth Advisors
Michigan
$251K -$13K -225 -5%
WG
1784
Wealth Group
North Carolina
$250K +$250K +4,306 New
LCS
1785
Levin Capital Strategies
New York
$249K -$45K -777 -15%
FPFS
1786
First Personal Financial Services
North Carolina
$249K +$51.1K +881 +26%
CWM
1787
Concentrum Wealth Management
California
$248K +$248K +4,271 New
CWM
1788
Chesapeake Wealth Management
Virginia
$247K +$1.51K +26 +0.6%
TCWA
1789
Turtle Creek Wealth Advisors
Texas
$247K -$35.2K -607 -12%
FAB
1790
First American Bank
Illinois
$247K – – –
WP
1791
WealthPLAN Partners
Nebraska
$246K +$811 +14 +0.3%
BIG
1792
Builder Investment Group
Georgia
$246K -$464 -8 -0.2%
XSC
1793
X-Square Capital
Puerto Rico
$246K -$29.5K -497 -11%
GCA
1794
Gradient Capital Advisors
California
$246K +$985 +17 +0.4%
TWA
1795
TCI Wealth Advisors
Arizona
$246K +$2.72K +47 +1%
WA
1796
WealthTrust Axiom
Pennsylvania
$246K – – –
FA
1797
Fermata Advisors
California
$245K -$25.9K -447 -10%
SPIS
1798
Steward Partners Investment Solutions
Oregon
$245K -$33.1K -571 -12%
TCM
1799
Tradewinds Capital Management
Washington
$245K +$197K +3,400 +412%
CCIA
1800
Cherry Creek Investment Advisors
Colorado
$245K -$122K -2,107 -33%
70 71
72
73 74