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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 %
HWAM
2226
Hennion & Walsh Asset Management
New Jersey
– -$666K -13,533 Closed
AIM
2227
Aigen Investment Management
New York
– -$646K -13,131 Closed
LCWP
2228
Legacy Capital Wealth Partners
Arkansas
– -$626K -12,711 Closed
CW
2229
Connectus Wealth
Ohio
– -$602K -12,226 Closed
CCIA
2230
Campbell & Co Investment Adviser
Maryland
– -$594K -12,073 Closed
GCS
2231
Gordian Capital (Singapore)
Singapore
– -$581K -11,800 Closed
EFS
2232
Econ Financial Services
Pennsylvania
– -$561K -11,389 Closed
RIM
2233
Redwood Investment Management
Arizona
– -$549K -11,149 Closed
LF
2234
Lee Financial
Texas
– -$536K -10,899 Closed
SI
2235
Symmetry Investments
Jersey
– -$518K -10,516 Closed
HAM
2236
Harmony Asset Management
Arizona
– -$509K -10,337 Closed
PAIM
2237
Punch & Associates Investment Management
Minnesota
– -$500K -10,160 Closed
CA
2238
Claar Advisors
New York
– -$443K -9,000 Closed
GIS
2239
Grayhawk Investment Strategies
Alberta, Canada
– -$422K -8,564 Closed
IPWA
2240
International Private Wealth Advisors
California
– -$416K -8,461 Closed
HT
2241
Headlands Technologies
Illinois
– -$402K -8,177 Closed
CC
2242
Cipher Capital
New York
– -$367K -7,455 Closed
PCIG
2243
Partners Capital Investment Group
Massachusetts
– -$348K -7,079 Closed
GBWM
2244
Granite Bay Wealth Management
New Hampshire
– -$320K -7,021 Closed
EFSCE
2245
Enterprise Financial Services Corp (EFSC)
Missouri
– -$338K -6,870 Closed
KA
2246
Kure Advisory
Minnesota
– -$312K -6,339 Closed
BMWM
2247
Brown Miller Wealth Management
Virginia
– -$312K -6,338 Closed
GWS
2248
Glassman Wealth Services
Virginia
– -$303K -6,166 Closed
TCWM
2249
Total Clarity Wealth Management
Illinois
– -$303K -6,157 Closed
RP
2250
Riverbridge Partners
Minnesota
– -$300K -6,100 Closed
88 89
90
91 92