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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 %
1WM
1801
1858 Wealth Management
Ohio
$244K – – –
IA
1802
IFG Advisors
Missouri
$244K +$5.68K +98 +2%
PFA
1803
Professional Financial Advisors
Nebraska
$244K +$1.45K +25 +0.6%
WC
1804
Woodstock Corp
Massachusetts
$244K -$9.8K -169 -4%
JHP
1805
James Hambro & Partners
United Kingdom
$243K – – –
BBPWM
1806
Blue Bell Private Wealth Management
Pennsylvania
$242K +$3.83K +66 +2%
GAM
1807
Gould Asset Management
California
$241K – – –
AT
1808
Arden Trust
Delaware
$241K -$37.7K -650 -14%
FCB
1809
First County Bank
Connecticut
$241K -$1.68K -29 -0.7%
THL
1810
Tillman Hartley LLC
Colorado
$240K – – –
MWM
1811
MinichMacGregor Wealth Management
New York
$240K – – –
OCM
1812
Osterweis Capital Management
California
$240K -$565K -9,755 -70%
PH
1813
Pinnacle Holdings
Oklahoma
$240K -$5.45K -94 -2%
SSC
1814
Syverson Strege & Co
Iowa
$240K -$104K -1,794 -30%
SA
1815
Skyline Advisors
Washington
$240K -$11.5K -199 -5%
CCA
1816
Cravens & Co Advisors
Tennessee
$239K +$239K +4,125 New
CB
1817
Community Bank
New York
$239K – – –
NIC
1818
Northwest Investment Counselors
Oregon
$239K -$76.5K -1,320 -24%
IIM
1819
Ipswich Investment Management
Massachusetts
$238K -$58K -1,000 -20%
KFS
1820
Keynote Financial Services
Connecticut
$238K +$238K +4,100 New
FSA
1821
Financial Security Advisor
Virginia
$237K +$754 +13 +0.3%
UCB
1822
United Community Bank
South Carolina
$237K -$2.61K -45 -1%
OWMIAS
1823
One Wealth Management Investment & Advisory Services
Florida
$236K +$236K +4,079 New
CWM
1824
Centurion Wealth Management
Virginia
$236K +$236K +4,079 New
IWP
1825
Invenio Wealth Partners
Florida
$236K +$236K +4,067 New
71 72
73
74 75