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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 %
UAM
526
Unison Asset Management
Florida
$6.14M +$43.7K +735 +0.7%
LFCM
527
Long Focus Capital Management
Puerto Rico
$6.12M – – –
UB
528
UMB Bank
Missouri
$6.04M +$3.47M +58,388 +135%
USAA
529
United Services Automobile Association
Texas
$6.04M -$254K -4,283 -4%
AWS
530
Atria Wealth Solutions
New York
$6.03M -$514K -8,662 -8%
IIM
531
INTECH Investment Management
Florida
$6.03M -$1.34M -22,580 -18%
TPCW
532
TD Private Client Wealth
New York
$6.01M -$361K -6,085 -6%
Wolverine Trading
533
Wolverine Trading
Illinois
$6.01M +$4.92M +82,804 +452%
RVM
534
Robinson Value Management
Texas
$6M -$108K -1,815 -2%
HCM
535
Hutchinson Capital Management
California
$5.98M -$15.7K -264 -0.3%
Verition Fund Management
536
Verition Fund Management
Connecticut
$5.95M +$1.41M +23,706 +31%
BFS
537
Bard Financial Services
Connecticut
$5.95M -$235K -3,950 -4%
CCG
538
Cloverfields Capital Group
Minnesota
$5.92M -$27.3K -460 -0.5%
LCM
539
Laurion Capital Management
New York
$5.83M +$5.83M +98,231 New
PA
540
PFG Advisors
Arizona
$5.83M -$38.3K -645 -0.7%
SI
541
Symmetry Investments
Jersey
$5.8M +$5.8M +97,660 New
CA
542
Clearstead Advisors
Ohio
$5.79M +$3.01M +50,681 +108%
HPG
543
Harvest Portfolios Group
Ontario, Canada
$5.75M +$63.5K +1,070 +1%
KPWS
544
Kestra Private Wealth Services
Texas
$5.75M +$120K +2,016 +2%
LG
545
Leuthold Group
Minnesota
$5.67M +$5.67M +95,501 New
AIP
546
Ameritas Investment Partners
Nebraska
$5.66M -$88.6K -1,491 -2%
WFC
547
Western Financial Corp
California
$5.64M +$239K +4,026 +4%
WAM
548
Winslow Asset Management
Ohio
$5.59M -$95.7K -1,612 -2%
SW
549
Simplicity Wealth
New Jersey
$5.59M +$641K +10,793 +13%
AWM
550
AE Wealth Management
Kansas
$5.58M +$786K +13,241 +16%
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