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Wells Fargo
WFC

Overview Fund Activity

2,237 hedge funds and large institutions have $153B invested in Wells Fargo in 2024 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 785 increasing their positions, 905 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
+57
Holders Change %
+2.61%
% of All Funds
32.53%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
196
Increased
785
Reduced
905
Closed
104
Calls
$3.2B
Puts
$3.6B
Net Calls
-$397M
Net Calls Change
-$47.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$693M
2
Millennium Management
Millennium Management
New York
+$651M
3
Amundi
Amundi
France
+$372M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$282M
5
UBS AM
UBS AM
Illinois
+$224M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
-$1.48B
2
Dodge & Cox
Dodge & Cox
California
-$1.36B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$796M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$527M
5
Capital World Investors
Capital World Investors
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
376
D.A. Davidson & Co
Montana
$13.4M -$165K -2,781 -1%
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$13.3M -$547K -9,207 -4%
CII
378
Capital International Inc
California
$13.2M -$1.1M -18,577 -8%
TSS
379
Two Sigma Securities
New York
$13.2M +$12.1M +204,540 +1,159%
OAC
380
OMERS Administration Corp
Ontario, Canada
$13.1M +$13.1M +221,343 New
CWM
381
Calamos Wealth Management
Illinois
$13.1M +$252K +4,247 +2%
UCFA
382
United Capital Financial Advisors
Texas
$13M -$4.75M -79,942 -27%
SCM
383
SKBA Capital Management
California
$13M -$285K -4,800 -2%
FCH
384
Freestone Capital Holdings
Washington
$12.9M -$299K -5,028 -2%
Acadian Asset Management
385
Acadian Asset Management
Massachusetts
$12.8M +$7.78M +130,985 +155%
PF
386
Phoenix Financial
Israel
$12.7M -$521K -8,832 -4%
PAG
387
Private Advisor Group
New Jersey
$12.5M -$3.22M -54,297 -21%
HV
388
HST Ventures
Utah
$12.3M +$12.3M +207,927 New
QOP
389
Quinn Opportunity Partners
Virginia
$12.3M – – –
MG
390
Markel Group
Virginia
$12.1M – – –
AIA
391
Allied Investment Advisors
Montana
$12.1M -$176K -2,969 -1%
SAM
392
Securian Asset Management
Minnesota
$11.9M -$683K -11,505 -5%
MI
393
M3F Inc
Utah
$11.9M -$3.56M -60,000 -23%
CA
394
Cornerstone Advisors
North Carolina
$11.9M -$469K -7,900 -4%
CC
395
Carlson Capital
Texas
$11.8M +$11.8M +199,300 New
CIS
396
Connors Investor Services
Pennsylvania
$11.8M -$2.4M -40,491 -17%
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$11.7M -$730K -12,300 -6%
PA
398
Pinnacle Associates
New York
$11.6M -$166K -2,793 -1%
HIP
399
HUB Investment Partners
Texas
$11.5M -$2.24M -37,780 -16%
GIM
400
Grassi Investment Management
California
$11.5M -$59.2K -996 -0.5%
14 15
16
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