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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 %
LJHT
1926
Laurie J. Hall Trustee
$194K -$38.3K -660 -16%
HI
1927
Hendershot Investments
Virginia
$189K – – –
HIM
1928
Hillsdale Investment Management
Ontario, Canada
$188K -$40.6K -700 -18%
PIA
1929
Powell Investment Advisors
Florida
$184K – – –
CFD
1930
Creative Financial Designs
Indiana
$181K -$2.84K -49 -2%
CAL
1931
Capital Advisors Ltd
Ohio
$175K +$3.83K +66 +2%
GBT
1932
Grove Bank & Trust
Florida
$175K – – –
SWA
1933
SOA Wealth Advisors
New York
$173K +$76.5K +1,320 +80%
CT
1934
Colonial Trust
South Carolina
$172K -$3.3K -57 -2%
EBA
1935
Eagle Bay Advisors
New York
$172K -$24.9K -429 -13%
HGERS
1936
Householder Group Estate & Retirement Specialist
Arizona
$171K -$5.68K -98 -3%
TFIPS
1937
Towarzystwo Funduszy Inwestycyjnych PZU SA
$171K – – –
WPA
1938
West Paces Advisors
Georgia
$169K -$23.2K -400 -12%
CIR
1939
Clear Investment Research
Georgia
$158K – – –
CAL
1940
Capital Analysts LLC
Pennsylvania
$157K +$982 +17 +0.6%
CB
1941
CNB Bank
Pennsylvania
$152K +$9.68K +167 +7%
GCM
1942
Gladius Capital Management
Illinois
$151K +$148K +2,547 +4,245%
MTIC
1943
Missouri Trust & Investment Company
Missouri
$151K – – –
PFA
1944
Pathway Financial Advisers
Indiana
$151K -$58 -1 -0%
AAP
1945
Arax Advisory Partners
Colorado
$150K +$232 +4 +0.2%
MHR
1946
Matthew Hamilton Rosenberg
$148K -$10.3K -179 -7%
BWM
1947
BKM Wealth Management
Wisconsin
$146K +$30.3K +522 +26%
CHA
1948
Carmichael Hill & Associates
Maryland
$146K +$290 +5 +0.2%
MAM
1949
Marquette Asset Management
Minnesota
$145K – – –
FUBT
1950
First United Bank & Trust
Maryland
$144K -$2.9K -50 -2%
76 77
78
79 80