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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 %
AWM
2051
Activest Wealth Management
Florida
$47.1K +$47.1K +812 New
MFT
2052
Moisand Fitzgerald Tamayo
Florida
$46.6K -$4.35K -75 -9%
IPW
2053
Impact Partnership Wealth
Georgia
$46.4K – – –
ATC
2054
Advantage Trust Company
Kansas
$46.4K – – –
ACA
2055
Atlas Capital Advisors
Wyoming
$45.2K +$24.2K +418 +116%
BL
2056
BFSG LLC
California
$44.6K +$4.93K +85 +12%
JSAM
2057
J. Safra Asset Management
New York
$42.9K +$37.6K +648 +704%
VWM
2058
Venturi Wealth Management
Texas
$42.7K +$696 +12 +2%
SRCM
2059
Signature Resources Capital Management
California
$41.9K – – –
TCCM
2060
Timber Creek Capital Management
Massachusetts
$40.6K – – –
MSE
2061
MUFG Securities EMEA
United Kingdom
$40.4K -$112K -1,933 -73%
HC
2062
Hoese & Co
Minnesota
$40.2K – – –
MWM
2063
Mascoma Wealth Management
New Hampshire
$39.5K -$34.8K -600 -47%
WIA
2064
Wetzel Investment Advisors
Indiana
$38.8K – – –
TCG
2065
Transcendent Capital Group
Oklahoma
$38K – – –
CPG
2066
Cornerstone Planning Group
New Jersey
$37.8K +$180 +3 +0.5%
Optiver Holding
2067
Optiver Holding
Netherlands
$36.4K +$36.4K +628 New
CMA
2068
Cedar Mountain Advisors
Oregon
$36.2K -$1.04K -18 -3%
AWM
2069
AllSquare Wealth Management
New York
$34.8K – – –
Aristotle Capital Management
2070
Aristotle Capital Management
California
$34.8K +$34.8K +600 New
FFL
2071
Financial Freedom LLC
Ohio
$33.4K +$116 +2 +0.3%
PO
2072
Private Ocean
California
$33K -$6.37K -110 -16%
BHWM
2073
Beaird Harris Wealth Management
Texas
$32.5K -$7.54K -130 -19%
SJIM
2074
St. Johns Investment Management
Florida
$32.1K – – –
NFSG
2075
Newbridge Financial Services Group
Florida
$31.8K -$102K -1,756 -76%
81 82
83
84 85