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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 %
GG
2126
Gleason Group
Kentucky
$13.1K +$58 +1 +0.4%
NF
2127
Norwood Financial
Pennsylvania
$13K -$1.45K -25 -10%
OP
2128
ORG Partners
Indiana
$12.5K -$47.9K -829 -79%
KWAG
2129
Kiely Wealth Advisory Group
North Carolina
$12K – – –
RFG
2130
REAP Financial Group
Texas
$11.9K +$58 +1 +0.5%
DMIC
2131
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.6K +$11.6K +200 New
PGAM
2132
Princeton Global Asset Management
New Jersey
$11.4K +$58 +1 +0.5%
CAM
2133
ClariVest Asset Management
California
$10.5K +$1.8K +31 +21%
EC
2134
EntryPoint Capital
New York
$10.1K +$2.09K +36 +26%
HIIFS
2135
Harel Insurance Investments & Financial Services
Israel
$10K -$305K -5,400 -97%
CP
2136
Castleview Partners
Texas
$9.74K – – –
WWM
2137
Wolff Wiese Magana
California
$9.27K – – –
RDFA
2138
Ritter Daniher Financial Advisory
Ohio
$9.27K – – –
NA
2139
Nordwand Advisors
Pennsylvania
$9.27K +$9.27K +160 New
TLA
2140
Tanglewood Legacy Advisors
Texas
$8.98K +$3.19K +55 +55%
TCA
2141
Trifecta Capital Advisors
Illinois
$8.81K – – –
AEPWM
2142
Atlantic Edge Private Wealth Management
Florida
$8.69K -$30.8K -532 -78%
PS
2143
PayPay Securities
Japan
$8.58K -$2.09K -36 -20%
ETC
2144
Exchange Traded Concepts
Oklahoma
$7.83K -$12.4K -214 -61%
CCA
2145
Criterion Capital Advisors
Tennessee
$7.65K +$2.43K +42 +47%
GWSA
2146
Global Wealth Strategies & Associates
Colorado
$7.36K +$7.36K +127 New
RAM
2147
Riggs Asset Management
Pennsylvania
$7.19K +$812 +14 +13%
IA
2148
IFS Advisors
Kansas
$6.84K – – –
CWA
2149
Carolina Wealth Advisors
South Carolina
$6.55K – – –
GFL
2150
Granite FO LLC
New Hampshire
$6.16K – – –
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