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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 %
Jones Financial Companies
476
Jones Financial Companies
Missouri
$7.92M +$6.11M +102,931 +338%
TI
477
Tidal Investments
Wisconsin
$7.89M +$2.66M +44,804 +51%
TCM
478
Tufton Capital Management
Maryland
$7.78M -$57.7K -972 -0.7%
ECM
479
Estabrook Capital Management
New York
$7.77M -$205K -3,457 -3%
HP
480
Hikari Power
Japan
$7.75M – – –
HAI
481
Hennessy Advisors Inc
California
$7.68M -$309K -5,200 -4%
SFS
482
Sowell Financial Services
Arkansas
$7.59M -$493K -8,305 -6%
Group One Trading
483
Group One Trading
Illinois
$7.58M +$6.21M +104,629 +456%
Lido Advisors
484
Lido Advisors
California
$7.56M +$560K +9,430 +8%
UCI
485
Uncommon Cents Investing
Wisconsin
$7.5M -$16.9K -285 -0.2%
EF
486
Empirical Finance
Pennsylvania
$7.49M -$695K -11,704 -8%
SCM
487
Sirios Capital Management
Massachusetts
$7.47M -$101K -1,693 -1%
PMAM
488
Picton Mahoney Asset Management
Ontario, Canada
$7.43M -$415K -6,980 -5%
MHIC
489
Marble Harbor Investment Counsel
Massachusetts
$7.43M +$87.8K +1,479 +1%
MFG
490
Monte Financial Group
Connecticut
$7.41M -$944K -15,895 -11%
SM
491
Salzhauer Michael
$7.31M -$344K -5,800 -5%
NB
492
Norinchukin Bank
Japan
$7.3M -$114K -1,912 -2%
GCM
493
Gibraltar Capital Management
Oklahoma
$7.29M +$98.1K +1,652 +1%
IFAM
494
Institutional & Family Asset Management
Colorado
$7.2M -$252K -4,239 -3%
OCM
495
Olstein Capital Management
New York
$7.19M -$534K -9,000 -7%
SA
496
Sicart Associates
New York
$7.18M -$205K -3,450 -3%
PHK
497
Point72 Hong Kong
Hong Kong
$7.18M +$7.18M +120,819 New
IGAM
498
iA Global Asset Management
Quebec, Canada
$7.13M +$1.8M +30,243 +34%
SPIA
499
Steward Partners Investment Advisory
New York
$7.07M -$141K -2,376 -2%
TI
500
tru Independence
Oregon
$7.05M -$463K -7,800 -6%
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