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
32.54%
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
$4.27B
2
Millennium Management
Millennium Management
New York
$818M
3
Amundi
Amundi
France
$699M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$284M
5
UBS AM
UBS AM
Illinois
$1.24B

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
$8.94M
2
Dodge & Cox
Dodge & Cox
California
$5.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.73B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$703M
5
Capital World Investors
Capital World Investors
California
$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$1.06B -$102M -1,718,490 -9%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.05B -$235M -3,964,480 -18%
Pzena Investment Management
28
Pzena Investment Management
New York
$933M -$84.5M -1,422,658 -8%
DSA
29
Davis Selected Advisers
Arizona
$912M -$484M -8,153,385 -35%
Goldman Sachs
30
Goldman Sachs
New York
$885M +$32.4M +545,007 +4%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$830M -$140M -2,361,497 -14%
Capital World Investors
32
Capital World Investors
California
$821M -$521M -8,769,961 -39%
Millennium Management
33
Millennium Management
New York
$818M +$651M +10,960,831 +390%
DZ Bank
34
DZ Bank
Germany
$717M -$385M -6,484,281 -35%
Boston Partners
35
Boston Partners
Massachusetts
$704M -$5.17M -87,226 -0.7%
Eagle Capital Management (New York)
36
Eagle Capital Management (New York)
New York
$703M -$527M -8,873,937 -43%
Amundi
37
Amundi
France
$699M +$372M +6,135,472 +114%
Barclays
38
Barclays
United Kingdom
$661M -$165M -2,773,668 -20%
Deutsche Bank
39
Deutsche Bank
Germany
$648M +$69.5M +1,170,768 +12%
Barrow, Hanley, Mewhinney & Strauss
40
Barrow, Hanley, Mewhinney & Strauss
Texas
$578M -$35M -589,586 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$567M +$35.5M +598,312 +7%
UBS Group
42
UBS Group
Switzerland
$512M +$85.7M +1,443,349 +20%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$508M +$21.1M +355,950 +4%
LSV Asset Management
44
LSV Asset Management
Illinois
$492M -$27M -454,450 -5%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$491M -$14.2M -239,497 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$487M -$47.4M -798,255 -9%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$467M -$12.1M -195,361 -3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$457M +$37.5M +631,376 +9%
Lazard Asset Management
49
Lazard Asset Management
New York
$408M -$76M -1,279,825 -16%
APG Asset Management
50
APG Asset Management
Netherlands
$391M -$72.7M -1,312,039 -16%
1
2
3 4 5