WFC icon

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 %
HWM
2251
Hemington Wealth Management
Virginia
– -$298K -6,045 Closed
PCI
2252
Planning Center Inc
Illinois
– -$273K -5,554 Closed
EFA
2253
Evernest Financial Advisors
Indiana
– -$269K -5,459 Closed
CCM
2254
Crabel Capital Management
California
– -$266K -5,407 Closed
WE
2255
Wealth Effects
Massachusetts
– -$258K -5,243 Closed
MIA
2256
MMBG Investment Advisors
Florida
– -$257K -5,220 Closed
BHB
2257
Bank Hapoalim BM
Israel
– -$252K -5,115 Closed
AAM
2258
Augustine Asset Management
Florida
– -$250K -5,073 Closed
MI
2259
Motiv8 Investments
Florida
– -$246K -5,005 Closed
ACC
2260
Acorn Creek Capital
Colorado
– -$240K -4,875 Closed
NMG
2261
New Millennium Group
Utah
– -$236K -4,805 Closed
MCCP
2262
Mission Creek Capital Partners
California
– -$233K -4,725 Closed
CFA
2263
Capstone Financial Advisors
Illinois
– -$229K -4,657 Closed
CA
2264
Calton & Associates
Florida
– -$222K -4,519 Closed
GCIA
2265
Gabelli & Co Investment Advisers
New York
– -$218K -4,425 Closed
MS
2266
Madden Securities
Texas
– -$216K -4,380 Closed
CWM
2267
Connecticut Wealth Management
Connecticut
– -$211K -4,283 Closed
AA
2268
Apriem Advisors
California
– -$211K -4,280 Closed
PWH
2269
Priebe Wealth Holdings
Minnesota
– -$209K -4,255 Closed
HC
2270
Hamilton Capital
Ohio
– -$208K -4,225 Closed
RWMG
2271
Redwood Wealth Management Group
New Jersey
– -$208K -4,223 Closed
APIM
2272
Agate Pass Investment Management
Washington
– -$204K -4,150 Closed
LA
2273
LM Advisors
California
– -$199K -4,038 Closed
SFM
2274
Spartan Fund Management
Canada
– -$175K -3,547 Closed
PS
2275
Planned Solutions
California
– -$142K -2,895 Closed
89 90
91
92 93