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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 %
CI
2276
Cordant Inc
Oregon
– -$139K -2,821 Closed
ODG
2277
O'Dell Group
Ohio
– -$134K -2,726 Closed
FBC
2278
Fairfield, Bush & Co
Connecticut
– -$126K -2,556 Closed
QPBE
2279
Quintet Private Bank (Europe)
Luxembourg
– -$115K -2,332 Closed
RIM
2280
Rockbridge Investment Management
New York
– -$106K -2,159 Closed
PI
2281
PEAK6 Investments
Illinois
– -$95.3K -1,936 Closed
BDS
2282
Banco de Sabadell
Florida
– -$84K -1,694 Closed
GG
2283
Greenwood Gearhart
Arkansas
– -$63.3K -1,290 Closed
FWM
2284
Focused Wealth Management
New York
– -$34.2K -695 Closed
TVAMP
2285
Tennessee Valley Asset Management Partners
Tennessee
– -$29.5K -599 Closed
LFA
2286
Level Financial Advisors
New York
– -$26.9K -546 Closed
RFA
2287
Resurgent Financial Advisors
Georgia
– -$23K -467 Closed
GAMC
2288
Garner Asset Management Corp
Texas
– -$21.2K -440 Closed
SA
2289
Scarborough Advisors
Maryland
– -$21.2K -431 Closed
NFA
2290
Northwest Financial Advisors
Virginia
– -$15.9K -323 Closed
BCM
2291
Bourgeon Capital Management
Connecticut
– -$15.2K -308 Closed
EC
2292
Elequin Capital
New York
– -$12K -243 Closed
FCG
2293
Financial Connections Group
California
– -$11K -241 Closed
QL
2294
Quarry LP
New York
– -$10.9K -222 Closed
B
2295
Birchbrook
Maine
– -$8.91K -181 Closed
GWMIA
2296
Global Wealth Management Investment Advisory
Florida
– -$7.43K -151 Closed
TFGT
2297
TS Financial Group (TSFG)
Illinois
– -$7K -138 Closed
DEM
2298
Disciplined Equity Management
Florida
– -$6.06K -123 Closed
KI
2299
Kapitalo Investimentos
Brazil
– -$5.96K -121 Closed
MBFW
2300
Morton Brown Family Wealth
Pennsylvania
– -$4.92K -100 Closed
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