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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 %
HBW
1876
Hazlett, Burt & Watson
West Virginia
$215K -$19K -325 -8%
VFPI
1877
Vantage Financial Partners (Illinois)
Illinois
$214K +$214K +3,700 New
BFO
1878
Boston Family Office
Massachusetts
$214K -$57.9K -1,000 -21%
EWS
1879
Eagle Wealth Strategies
New Jersey
$214K +$214K +3,713 New
AF
1880
Affiance Financial
Minnesota
$213K +$213K +3,683 New
TW
1881
Traveka Wealth
California
$213K +$213K +3,679 New
IWN
1882
Independent Wealth Network
Iowa
$213K +$213K +3,679 New
FI
1883
Financial Insights
Washington
$213K +$213K +3,675 New
BMCM
1884
Bryn Mawr Capital Management
Pennsylvania
$213K +$213K +3,675 New
BIA
1885
Bell Investment Advisors
California
$213K -$1.16K -20 -0.5%
ICP
1886
Interchange Capital Partners
Pennsylvania
$213K +$213K +3,628 New
PWM
1887
Power Wealth Management
Georgia
$212K +$212K +3,662 New
FHA
1888
Flagship Harbor Advisors
Massachusetts
$212K -$118K -2,034 -36%
HFS
1889
Hantz Financial Services
Michigan
$212K -$15.1K -260 -7%
FMN
1890
Financial Management Network
California
$211K +$211K +3,728 New
CAM
1891
Cozad Asset Management
Illinois
$211K +$211K +3,642 New
OWA
1892
Outlook Wealth Advisors
Texas
$211K +$211K +3,642 New
OCBCO
1893
Oversea-Chinese Banking Corp (OCBC)
Singapore
$211K +$211K +3,643 New
CSB
1894
City State Bank
Iowa
$210K -$23.1K -400 -10%
SWM
1895
Seed Wealth Management
Illinois
$210K +$210K +3,643 New
W
1896
Wealthquest
Ohio
$209K +$209K +3,609 New
EWM
1897
Endowment Wealth Management
Wisconsin
$209K +$209K +3,600 New
WWG
1898
West Wealth Group
California
$208K -$82.9K -1,431 -28%
HIMC
1899
Heritage Investors Management Corp
Maryland
$208K +$208K +3,585 New
FWM
1900
Finer Wealth Management
Massachusetts
$208K -$59.6K -1,029 -22%
74 75
76
77 78