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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 %
PS
551
Principal Securities
Iowa
$5.55M +$549K +9,240 +11%
SFI
552
Siemens Fonds Invest
Germany
$5.53M -$9.8K -165 -0.2%
MAM
553
Madison Asset Management
Wisconsin
$5.51M -$119K -1,998 -2%
CWM
554
Concentric Wealth Management
California
$5.51M +$61K +1,027 +1%
BBWA
555
Bell & Brown Wealth Advisors
California
$5.51M +$1.24M +20,944 +29%
CFO
556
Callan Family Office
Pennsylvania
$5.46M +$31.9K +537 +0.6%
TMAM
557
Tokio Marine Asset Management
Japan
$5.45M +$74K +1,246 +1%
HW
558
Hancock Whitney
Mississippi
$5.42M +$4.8M +80,854 +777%
CA
559
Continental Advisors
Utah
$5.4M – – –
CK
560
Cohen Klingenstein
New York
$5.4M – – –
SC
561
Savant Capital
Illinois
$5.39M -$4.1K -69 -0.1%
SWP
562
Stratos Wealth Partners
Ohio
$5.37M +$162K +2,722 +3%
ECM
563
Elgethun Capital Management
South Dakota
$5.35M -$96.5K -1,625 -2%
CP
564
Clayton Partners
California
$5.34M -$53.7K -905 -1%
BCM
565
Brookmont Capital Management
Texas
$5.34M -$150K -2,524 -3%
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
$5.31M -$2.38M -40,074 -31%
DWM
567
Dorchester Wealth Management
Quebec, Canada
$5.29M -$455K -7,660 -8%
Assenagon Asset Management
568
Assenagon Asset Management
Luxembourg
$5.28M +$13.7K +231 +0.3%
SI
569
Stephens Inc
Arkansas
$5.28M -$406K -6,838 -7%
LMIM
570
Lockheed Martin Investment Management
Maryland
$5.26M +$5.26M +88,500 New
MWM
571
Mission Wealth Management
California
$5.25M -$1.68M -28,250 -24%
TIAA Trust, National Association
572
TIAA Trust, National Association
North Carolina
$5.25M -$126K -2,121 -2%
IWC
573
Integrated Wealth Concepts
Massachusetts
$5.25M -$196K -3,298 -4%
GFA
574
Gifford Fong Associates
California
$5.23M – – –
DW30
575
Drucker Wealth 3.0
New Jersey
$5.21M +$5.21M +87,791 New
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