WFC icon

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 %
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$11.5M -$623K -10,498 -5%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$11.4M -$84.8K -1,427 -0.7%
PP
403
Paloma Partners
Connecticut
$11.4M +$8.71M +146,650 +321%
OAM
404
Oppenheimer Asset Management
New York
$11.3M -$4.47M -75,185 -28%
PE
405
Point72 Europe
United Kingdom
$11.2M +$11.2M +189,300 New
EGA
406
Eagle Global Advisors
Texas
$11.2M +$15.9K +268 +0.1%
QCM
407
Quantinno Capital Management
New York
$11M +$566K +9,531 +5%
VW
408
Veridan Wealth
Oregon
$11M +$11M +137,065 New
NMERB
409
New Mexico Educational Retirement Board
New Mexico
$10.9M – – –
MAM
410
Mark Asset Management
New York
$10.7M +$4.79M +80,697 +81%
EWA
411
EP Wealth Advisors
California
$10.6M +$3.04M +51,234 +40%
FHB
412
First Hawaiian Bank
Hawaii
$10.6M -$1.85M -31,117 -15%
AAS
413
Avantax Advisory Services
Texas
$10.5M +$3.43M +57,807 +48%
AAA
414
Adams Asset Advisors
Texas
$10.5M -$266K -4,485 -2%
BCM
415
BTC Capital Management
Iowa
$10.4M -$198K -3,333 -2%
ECM
416
Element Capital Management
New York
$10.4M +$10.4M +174,496 New
PL
417
Parkwood LLC
Ohio
$10.2M +$1.68M +28,275 +20%
PAS
418
Point72 Asia (Singapore)
Singapore
$10.2M +$10.2M +171,534 New
TCM
419
Teza Capital Management
Illinois
$10.2M +$8.34M +140,477 +453%
NAM
420
NorthCrest Asset Manangement
Minnesota
$10.2M +$159K +2,669 +2%
HCM
421
Hilton Capital Management
New York
$10.1M +$221K +3,726 +2%
VIG
422
Vienna Insurance Group
Poland
$10.1M – – –
CMTU
423
Capital Markets Trading (UK)
United Kingdom
$10M +$420K +7,076 +4%
BF
424
BOK Financial
Oklahoma
$9.95M +$791K +13,313 +9%
MGP
425
Metis Global Partners
California
$9.92M +$552K +9,290 +6%
15 16
17
18 19