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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 %
RA
1976
Rational Advisors
New York
$103K -$61.4K -1,060 -37%
ANBT
1977
American National Bank & Trust
Texas
$103K -$38.4K -662 -27%
LFG
1978
Larson Financial Group
Missouri
$100K -$47K -810 -32%
NC
1979
Nixon Capital
Texas
$99.7K +$99.7K +1,720 New
ATC
1980
Adirondack Trust Company
New York
$99.3K +$9.79K +169 +11%
RTC
1981
Riverview Trust Company
Washington
$99.1K +$99.1K +1,710 New
AAG
1982
Armstrong Advisory Group
Massachusetts
$97.6K – – –
AWM
1983
Abound Wealth Management
Tennessee
$97.2K +$1.91K +33 +2%
RL
1984
Rogco LP
Oklahoma
$96.5K -$9.8K -169 -9%
C
1985
Covestor
United Kingdom
$95K -$13.8K -238 -13%
CT
1986
Clearstead Trust
Maine
$93.7K +$10.8K +186 +13%
HWA
1987
Heritage Wealth Advisors
Virginia
$93.1K – – –
PWMG
1988
Prestige Wealth Management Group
New Jersey
$93K -$640K -11,041 -87%
MFG
1989
Mendota Financial Group
Wisconsin
$93K – – –
SIC
1990
SJS Investment Consulting
Ohio
$91.9K +$3.65K +63 +4%
BHWM
1991
Bay Harbor Wealth Management
Maryland
$89.8K -$522 -9 -0.6%
FFA
1992
Frazier Financial Advisors
Ohio
$89.5K +$4.58K +79 +5%
WWP
1993
WR Wealth Planners
Missouri
$88.3K +$88.3K +1,523 New
IBOK
1994
Independence Bank of Kentucky
Kentucky
$87.8K -$86.4K -1,490 -50%
AA
1995
Addison Advisors
Vermont
$87.2K +$5.51K +95 +7%
FMTCOCP
1996
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K -$5.82K -100 -6%
MIM
1997
Macroview Investment Management
Maryland
$86.9K -$1.04K -18 -1%
KFI
1998
Key Financial Inc
Pennsylvania
$85.6K – – –
HCM
1999
Hollencrest Capital Management
California
$84.4K – – –
UIA
2000
Ulland Investment Advisors
Minnesota
$83K – – –
78 79
80
81 82