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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 %
NC
2101
NewSquare Capital
Pennsylvania
$22.2K -$58 -1 -0.3%
EFP
2102
EnRich Financial Partners
Wisconsin
$21.7K +$21.7K +375 New
AIC
2103
Archer Investment Corporation
Indiana
$21.7K +$638 +11 +3%
SC
2104
Stephens Consulting
Michigan
$20.6K – – –
MIM
2105
Meridiem Investment Management
United Kingdom
$20.3K – – –
AFIA
2106
America First Investment Advisors
Nebraska
$19.8K – – –
YDMI
2107
Y.D. More Investments
Israel
$19.6K – – –
KFS
2108
Kelly Financial Services
Massachusetts
$19.5K +$521 +9 +3%
RTL
2109
Red Tortoise LLC
Georgia
$19.5K – – –
MSG
2110
Main Street Group
Virginia
$18.9K +$519 +9 +3%
RWA
2111
Redmont Wealth Advisors
Illinois
$18.5K +$18.5K +320 New
PP
2112
PFS Partners
New Jersey
$18K – – –
WIM
2113
Westside Investment Management
California
$17.4K – – –
NOI
2114
Newton One Investments
Delaware
$17.3K +$116 +2 +0.7%
DWA
2115
Dougherty Wealth Advisers
Minnesota
$17.3K – – –
DF
2116
Dunhill Financial
United Kingdom
$16.9K +$2.72K +47 +19%
BIM
2117
Breakwater Investment Management
Washington
$16.7K +$16.7K +288 New
CFS
2118
CGC Financial Services
Oregon
$16.2K – – –
JPWM
2119
Jamison Private Wealth Management
Georgia
$15.9K +$4.64K +80 +41%
MIFH
2120
Migdal Insurance & Financial Holdings
Israel
$15K -$1.22M -20,782 -99%
CMP
2121
Coston McIsaac & Partners
Maine
$15K +$58 +1 +0.4%
VAG
2122
VisionPoint Advisory Group
Texas
$14.8K -$26.7K -460 -64%
NMM
2123
Naples Money Management
Florida
$14.4K – – –
KA
2124
Kozak & Associates
Colorado
$13.3K +$122 +2 +0.9%
CFFP
2125
Center for Financial Planning
Michigan
$13.3K – – –
83 84
85
86 87