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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 %
OAM
1951
Ostrum Asset Management
France
$144K -$1.55M -26,700 -92%
PA
1952
PSI Advisors
Florida
$137K -$37.6K -649 -22%
GEA
1953
Glen Eagle Advisors
New Jersey
$136K -$19.1K -330 -12%
TC
1954
Trust Company
Kansas
$135K +$14.5K +250 +12%
PCWA
1955
Pacific Capital Wealth Advisors
California
$134K +$2.84K +49 +2%
VCM
1956
Versant Capital Management
Arizona
$133K +$290 +5 +0.2%
MUMSS
1957
Mitsubishi UFJ Morgan Stanley Securities
Japan
$128K +$128K +2,200 New
JGIA
1958
Jackson Grant Investment Advisers
Connecticut
$127K – – –
SWM
1959
Sugarloaf Wealth Management
Georgia
$124K -$5.74K -99 -4%
VAMG
1960
Voisard Asset Management Group
Michigan
$120K – – –
BFPW
1961
BOK Financial Private Wealth
Colorado
$118K – – –
SR
1962
Syntax Research
Florida
$118K – – –
CA
1963
Centerpoint Advisors
Massachusetts
$117K +$65.7K +1,137 +128%
GFPC
1964
Global Financial Private Client
Florida
$116K – – –
SOAMC
1965
Spirit of America Management Corp
New York
$116K – – –
CYG
1966
Clean Yield Group
Vermont
$116K – – –
LTI
1967
Laffer Tengler Investments
Tennessee
$115K +$4.58K +79 +4%
AA
1968
AlphaCentric Advisors
Puerto Rico
$113K -$14.6K -252 -11%
DIP
1969
DT Investment Partners
Pennsylvania
$112K – – –
CWC
1970
Carolinas Wealth Consulting
North Carolina
$112K +$20.5K +353 +22%
TSWM
1971
Tyler-Stone Wealth Management
Ohio
$110K -$1.1K -19 -1%
JEST
1972
JTC Employer Solutions Trustee
Jersey
$110K – – –
ACA
1973
American Capital Advisory
Idaho
$106K -$374 -10 -0.4%
WAS
1974
Winch Advisory Services
Wisconsin
$106K +$580 +10 +0.6%
GCM
1975
Gables Capital Management
Florida
$104K – – –
77 78
79
80 81