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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 %
HC
1851
Hara Capital
Washington
$226K +$226K +3,895 New
SXL
1852
Summit X LLC
Missouri
$226K +$226K +3,891 New
FAG
1853
Financial Advisory Group
Texas
$225K +$225K +3,883 New
FPF
1854
First Pacific Financial
Washington
$225K -$21.4K -370 -9%
DFG
1855
Demars Financial Group
Washington
$225K +$225K +3,875 New
EL
1856
EWA LLC
Pennsylvania
$224K +$224K +3,623 New
NDSI
1857
Newman Dignan & Sheerar Inc
Rhode Island
$222K -$29K -500 -12%
BWP
1858
Bernardo Wealth Planning
Pennsylvania
$222K +$222K +3,826 New
TF
1859
Tompkins Financial
New York
$221K – – –
FSC
1860
Full Sail Capital
Oklahoma
$220K +$220K +3,804 New
DA
1861
Denali Advisors
California
$220K -$354K -6,100 -62%
FFA
1862
First Foundation Advisors
California
$220K – – –
SIG
1863
Spinnaker Investment Group
California
$219K +$219K +3,784 New
CC
1864
Copperleaf Capital
North Carolina
$219K +$219K +3,770 New
BC
1865
Brio Consultants
California
$218K +$218K +3,769 New
OPOWM
1866
One Plus One Wealth Management
Florida
$218K +$218K +3,768 New
IGWM
1867
ICA Group Wealth Management
Colorado
$218K -$57.5K -992 -21%
SFG
1868
Sovereign Financial Group
Connecticut
$218K +$218K +3,761 New
WCM
1869
Washington Capital Management
Washington
$218K +$218K +3,760 New
HWM
1870
HRC Wealth Management
Idaho
$218K +$218K +3,756 New
BFM
1871
Boston Financial Management
Massachusetts
$218K +$218K +3,753 New
CCA
1872
Cottonwood Capital Advisors
Utah
$217K +$217K +3,814 New
AT
1873
American Trust
Kentucky
$217K +$217K +3,738 New
RA
1874
Rise Advisors
New York
$216K +$108K +1,868 +101%
PSP
1875
Principal Street Partners
Tennessee
$215K +$215K +3,478 New
73 74
75
76 77