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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 %
Q
1826
QVR
California
$236K +$236K +4,066 New
PCM
1827
Prelude Capital Management
New York
$235K +$235K +4,063 New
IHL
1828
Investment House LLC
California
$235K +$235K +4,054 New
EWA
1829
Encompass Wealth Advisors
Oregon
$235K -$53.6K -924 -19%
BLC
1830
Brown, Lisle/Cummings
Rhode Island
$235K -$5.8K -100 -2%
APG
1831
Abacus Planning Group
South Carolina
$235K +$235K +4,050 New
TFCP
1832
Twin Focus Capital Partners
Massachusetts
$235K +$235K +4,047 New
MSAM
1833
Moloney Securities Asset Management
Missouri
$234K -$39.4K -679 -14%
WFA
1834
West Financial Advisors
Iowa
$234K +$119K +2,059 +104%
CFC
1835
Coyle Financial Counsel
Illinois
$234K +$234K +4,038 New
ADL
1836
Asset Dedication LLC
California
$234K – – –
SAM
1837
SignalPoint Asset Management
Missouri
$234K +$234K +4,033 New
SW
1838
Solidarity Wealth
Utah
$233K +$233K +4,023 New
HWMG
1839
Hurlow Wealth Management Group
Indiana
$233K +$233K +4,017 New
UBV
1840
United Bank (Virginia)
Virginia
$232K +$232K +4,000 New
CB
1841
Centennial Bank
Arkansas
$231K -$34K -587 -13%
1CP
1842
17 Capital Partners
Arizona
$230K -$43.5K -750 -16%
EWM
1843
Executive Wealth Management
Michigan
$229K +$229K +3,981 New
HA
1844
HFG Advisors
Ohio
$229K -$23K -397 -9%
S
1845
Sachetta
Massachusetts
$229K – – –
HFP
1846
Holistic Financial Partners
Indiana
$229K +$229K +3,947 New
MRCM
1847
M&R Capital Management
New Jersey
$229K -$72.6K -1,255 -24%
RWP
1848
Revolve Wealth Partners
New Jersey
$229K +$229K +3,946 New
DFCM
1849
Dark Forest Capital Management
Puerto Rico
$227K +$227K +3,911 New
PCA
1850
Peddock Capital Advisors
Massachusetts
$226K +$226K +3,905 New
72 73
74
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