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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 %
LFAS
601
Level Four Advisory Services
Texas
$4.59M -$293K -4,935 -6%
NSEDCP
602
NJ State Employees Deferred Compensation Plan
New Jersey
$4.57M – – –
PRC
603
Pearl River Capital
Michigan
$4.56M +$2.52M +42,364 +123%
CLOS
604
Compagnie Lombard Odier SCmA
Switzerland
$4.54M -$392K -6,600 -8%
AWM
605
Apollon Wealth Management
South Carolina
$4.52M +$276K +4,655 +7%
MIM
606
Morningstar Investment Management
Illinois
$4.52M -$1.29M -21,673 -22%
DWP
607
Daymark Wealth Partners
Ohio
$4.49M +$201K +3,391 +5%
CFM
608
Catalyst Funds Management
Australia
$4.48M +$2.97M +50,000 +196%
SF
609
Synovus Financial
Georgia
$4.45M +$120K +2,013 +3%
WCM
610
Weik Capital Management
Pennsylvania
$4.44M -$154K -2,600 -3%
STA
611
Summit Trail Advisors
New York
$4.44M +$1.18M +19,790 +36%
HWM
612
HighMark Wealth Management
Minnesota
$4.44M +$594 +10 +0%
SFA
613
Semmax Financial Advisors
North Carolina
$4.4M +$235K +4,416 +6%
GT
614
Greenleaf Trust
Michigan
$4.39M +$338K +5,697 +8%
CPBTD
615
Central Pacific Bank - Trust Division
Hawaii
$4.35M -$361K -6,080 -8%
DS
616
DRW Securities
Illinois
$4.33M +$4.33M +72,875 New
LIP
617
Lighthouse Investment Partners
Florida
$4.32M +$4.32M +72,708 New
TSW
618
Thompson Siegel & Walmsley
Virginia
$4.31M -$169K -2,852 -4%
PIM
619
Plato Investment Management
Australia
$4.3M +$413K +6,956 +11%
AG
620
AIA Group
Hong Kong
$4.26M +$107K +1,807 +3%
CCMT
621
CMT Capital Markets Trading
Germany
$4.26M +$4.26M +71,684 New
Empower Advisory Group
622
Empower Advisory Group
Colorado
$4.24M +$345K +5,815 +9%
GAM
623
Gotham Asset Management
New York
$4.24M +$1.33M +22,396 +46%
AHB
624
Abner Herrman & Brock
New Jersey
$4.24M +$4.24M +71,350 New
BFS
625
Bradley Foster & Sargent
Connecticut
$4.19M -$55K -926 -1%
23 24
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