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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 %
MCM
2026
MidAtlantic Capital Management
Virginia
$61.9K – – –
AFS
2027
Annapolis Financial Services
Maryland
$61.3K +$174 +3 +0.3%
AWM
2028
Atticus Wealth Management
Florida
$60.9K – – –
FP
2029
Financial Perspectives
Minnesota
$58.6K -$298K -5,141 -84%
CAM
2030
Creekmur Asset Management
Illinois
$58.3K – – –
KFP
2031
Keener Financial Planning
Texas
$58K – – –
WAM
2032
Westport Asset Management
Connecticut
$58K – – –
AIM
2033
Arcadia Investment Management
Michigan
$58K – – –
KLWA
2034
Kelly Lawrence W & Associates
California
$58K +$58K +1,000 New
RFS
2035
Richardson Financial Services
Massachusetts
$57.7K – – –
OWA
2036
Opal Wealth Advisors
New York
$57K +$57K +983 New
FDCP
2037
Foster Dykema Cabot & Partners
Massachusetts
$56.7K – – –
PAG
2038
Paladin Advisory Group
Iowa
$55.2K – – –
LG
2039
LAM Group
Oregon
$52.2K – – –
CBT
2040
Central Bank & Trust
Kentucky
$52.1K – – –
FWM
2041
FSA Wealth Management
Massachusetts
$52K – – –
CJL
2042
Cyrus J. Lawrence
New York
$52K +$52K +900 New
SNB
2043
Security National Bank
Nebraska
$51.9K – – –
CTB
2044
Country Trust Bank
Illinois
$51.6K +$6.49K +112 +14%
TIM
2045
Tortoise Investment Management
New York
$51K +$4.64K +80 +10%
CJ
2046
Caitlin John
Michigan
$50.5K +$290 +5 +0.6%
BWL
2047
Bogart Wealth LLC
Virginia
$50K -$59.6K -1,029 -54%
PP
2048
PrairieView Partners
Minnesota
$49K -$1.16K -20 -2%
FMP
2049
Financial Management Professionals
Texas
$49K +$1.57K +27 +3%
PAI
2050
Pittenger & Anderson Inc
Nebraska
$48.2K – – –
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