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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 %
BCPWM
2076
Bradley & Co Private Wealth Management
Florida
$31K – – –
TC
2077
Truvestments Capital
Florida
$30.2K – – –
RDIA
2078
RE Dickinson Investment Advisors
Iowa
$30K – – –
CWA
2079
Core Wealth Advisors
Florida
$29K – – –
OCM
2080
Orion Capital Management
California
$29K – – –
GWP
2081
Gen-Wealth Partners
Michigan
$29K +$29K +500 New
AT
2082
Arlington Trust
Alabama
$28.1K -$1.86K -32 -6%
BC
2083
Barrett & Company
Rhode Island
$27.7K – – –
PPC
2084
Park Place Capital
Alabama
$27.6K -$7.42K -128 -21%
SWM
2085
Sanctuary Wealth Management
Idaho
$27.6K – – –
SHIM
2086
Stone House Investment Management
Pennsylvania
$27.1K +$116 +2 +0.4%
HB
2087
Horizon Bancorp
Indiana
$27K – – –
JFG
2088
JDM Financial Group
Texas
$27K – – –
PWMG
2089
Private Wealth Management Group
New Jersey
$26.1K – – –
RFG
2090
RFP Financial Group
Georgia
$25.5K -$9.39K -162 -27%
BAM
2091
Byrne Asset Management
New Jersey
$25.5K +$3.77K +65 +17%
MFA
2092
McClarren Financial Advisors
Pennsylvania
$25K +$176 +3 +0.7%
BAM
2093
Bellevue Asset Management
Washington
$24.6K +$174 +3 +0.7%
MLA
2094
MB, Levis & Associates
Pennsylvania
$24.3K – – –
HDIM
2095
Hanson & Doremus Investment Management
Vermont
$24K +$5.62K +95 +31%
VWA
2096
Valued Wealth Advisors
Utah
$23.8K +$12K +207 +102%
T
2097
Tidemark
California
$23.7K +$10.5K +181 +79%
RS
2098
Rakuten Securities
Japan
$23.4K -$4.7K -81 -17%
NC
2099
nVerses Capital
Florida
$23.2K +$23.2K +400 New
CAM
2100
Costello Asset Management
Pennsylvania
$23.1K – – –
82 83
84
85 86