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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 %
BBI
501
Baxter Bros Inc
Connecticut
$7.02M -$39.3K -661 -0.6%
ACM
502
Ategra Capital Management
Virginia
$6.95M -$5.95M -100,256 -46%
RIG
503
RiverFront Investment Group
Virginia
$6.93M +$6.93M +116,630 New
Nomura Holdings
504
Nomura Holdings
Japan
$6.9M +$5.94M +100,004 +619%
WIM
505
Wittenberg Investment Management
Massachusetts
$6.87M -$3.1M -52,180 -31%
PFS
506
Prospera Financial Services
Texas
$6.86M +$476K +8,017 +7%
Fuller & Thaler Asset Management
507
Fuller & Thaler Asset Management
California
$6.84M +$277K +4,665 +4%
CIP
508
Chartwell Investment Partners
Pennsylvania
$6.78M -$424K -7,133 -6%
PAS
509
Park Avenue Securities
New York
$6.74M +$2.48M +41,752 +58%
SA
510
SpiderRock Advisors
Delaware
$6.7M -$1.41M -23,674 -17%
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.68M -$375K -6,317 -5%
MCM
512
MAI Capital Management
Ohio
$6.66M +$199K +3,348 +3%
DA
513
DCM Advisors
New York
$6.61M -$908K -15,282 -12%
NMIMC
514
Northwestern Mutual Investment Management Company
Wisconsin
$6.59M -$193K -3,251 -3%
ATPW
515
Ashton Thomas Private Wealth
Arizona
$6.59M +$475 +8 +0%
RG
516
Rathbones Group
United Kingdom
$6.53M +$105K +1,762 +2%
BFG
517
Beacon Financial Group
Texas
$6.48M -$241K -4,055 -4%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$6.46M +$81.1K +1,337 +1%
NC
519
NBW Capital
Massachusetts
$6.32M -$132K -2,224 -2%
CFLC
520
California First Leasing Corp
California
$6.32M – – –
TW
521
Transform Wealth
Colorado
$6.25M +$5.87M +98,907 +1,555%
AI
522
Atom Investors
Texas
$6.25M +$4.06M +68,356 +186%
FNBOO
523
First National Bank of Omaha
Nebraska
$6.2M +$1.45M +24,400 +30%
ASN
524
Advisory Services Network
Georgia
$6.15M +$149K +2,507 +2%
WT
525
Whittier Trust
California
$6.15M -$138K -2,321 -2%
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