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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 %
NRG
2151
Nemes Rush Group
Michigan
$6.03K – – –
DFA
2152
DHJJ Financial Advisors
Illinois
$6.03K +$695 +12 +13%
EAM
2153
Eukles Asset Management
Ohio
$5.85K – – –
HFS
2154
Horizon Financial Services
North Carolina
$5.62K +$5.62K +97 New
TFM
2155
TFC Financial Management
Massachusetts
$5.39K -$13.4K -232 -71%
TFA
2156
Toth Financial Advisory
Virginia
$5.39K – – –
PWA
2157
Provenance Wealth Advisors
Florida
$5.16K -$7.94K -137 -61%
BFS
2158
Burkett Financial Services
South Carolina
$5.12K – – –
M
2159
MOTCO
Texas
$4.75K -$7.13K -123 -60%
LFASL
2160
Lugano Financial Advisors SA (LFA)
Switzerland
$4.7K – – –
CSWM
2161
Cassady Schiller Wealth Management
Ohio
$4.58K – – –
DWA
2162
Delos Wealth Advisors
Texas
$4.58K +$1.68K +29 +58%
DAL
2163
Delta Accumulation LLC
California
$4.23K – – –
MWA
2164
Moser Wealth Advisors
Washington
$4.17K +$4.17K +72 New
AP
2165
Aspect Partners
Virginia
$4.06K – – –
FWA
2166
FSC Wealth Advisors
New York
$3.94K – – –
AFG
2167
Albion Financial Group
Utah
$3.88K – – –
EWP
2168
Elevation Wealth Partners
California
$3.48K – – –
AA
2169
AlphaMark Advisors
Kentucky
$3K – – –
FRA
2170
Frank Rimerman Advisors
California
$2.32K – – –
TWP
2171
TFO Wealth Partners
Ohio
$2.03K – – –
VWM
2172
Valley Wealth Managers
New Jersey
$1.51K – – –
GA
2173
GoalVest Advisory
New York
$869 +$869 +15 New
WA
2174
WestEnd Advisors
North Carolina
$811 +$811 +14 New
TCM
2175
TD Capital Management
Tennessee
$696 +$696 +12 New
85 86
87
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