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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 %
CPCP
1901
Cedar Point Capital Partners
Iowa
$207K +$207K +3,564 New
TW
1902
Towerpoint Wealth
California
$206K +$206K +3,561 New
PWMG
1903
Pinnacle Wealth Management Group
Michigan
$206K +$206K +3,550 New
RWM
1904
RKL Wealth Management
Pennsylvania
$205K +$205K +3,543 New
KWM
1905
Keebeck Wealth Management
Illinois
$205K +$205K +3,533 New
OA
1906
Oxbow Advisors
Texas
$205K +$205K +3,533 New
EA
1907
Echo45 Advisors
California
$204K +$204K +3,522 New
BFA
1908
Buttonwood Financial Advisors
Maryland
$204K +$204K +3,519 New
A
1909
AJOVista
Massachusetts
$203K – – –
DAM
1910
Deltec Asset Management
New York
$203K +$203K +3,500 New
MCWS
1911
McKinley Carter Wealth Services
West Virginia
$203K +$203K +3,495 New
HAS
1912
HBW Advisory Services
California
$202K – – –
HWA
1913
Heartwood Wealth Advisors
Virginia
$202K +$202K +3,483 New
BWAM
1914
Boyd Watterson Asset Management
Ohio
$202K – – –
NG
1915
Northstar Group
New York
$202K +$202K +3,479 New
TTWM
1916
TCV Trust & Wealth Management
Virginia
$201K +$201K +3,476 New
MFS
1917
Madrona Financial Services
Washington
$201K +$201K +3,474 New
SFC
1918
Sprinkle Financial Consultants
Colorado
$201K +$201K +3,473 New
GFG
1919
Goldstone Financial Group
Illinois
$201K +$201K +3,468 New
SWP
1920
Strategic Wealth Partners
Ohio
$201K +$201K +3,467 New
CIC
1921
Chilton Investment Company
Connecticut
$201K -$39.6K -683 -16%
QPW
1922
Quantum Private Wealth
Florida
$201K +$201K +3,463 New
CTWM
1923
Cherry Tree Wealth Management
Minnesota
$200K -$4.64K -80 -2%
CA
1924
CoreCap Advisors
Michigan
$198K +$198K +3,416 New
BSB
1925
Bangor Savings Bank
Maine
$194K -$21.4K -369 -10%
75 76
77
78 79