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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 %
PGFC
626
Peapack-Gladstone Financial Corp
New Jersey
$4.14M -$69.2K -1,165 -2%
LKIM
627
Lawson Kroeker Investment Management
Nebraska
$4.13M -$34.6K -582 -0.8%
WS
628
Wedbush Securities
California
$4.11M -$329K -5,547 -7%
VI
629
Vestcor Inc
New Brunswick, Canada
$4.09M -$713 -12 -0%
HAG
630
HighPoint Advisor Group
Illinois
$4.05M +$403K +6,723 +11%
HWM
631
HB Wealth Management
Georgia
$4.04M +$309K +5,198 +8%
CANC
632
Culbertson A N & Co
Virginia
$4.04M – – –
SP
633
SWS Partners
Ohio
$3.96M -$157K -2,648 -4%
RFC
634
Regions Financial Corp
Alabama
$3.9M -$1.06M -17,806 -21%
FNA
635
First National Advisers
Nebraska
$3.89M +$956K +16,098 +33%
AWM
636
Axxcess Wealth Management
California
$3.88M -$431K -7,262 -10%
OFS
637
Oldfather Financial Services
Nebraska
$3.83M +$178 +3 +0%
SFA
638
Sequoia Financial Advisors
Ohio
$3.81M +$528K +8,883 +16%
MAS
639
Meeder Advisory Services
Ohio
$3.8M +$1.07M +18,016 +39%
COI
640
Connable Office Inc
Michigan
$3.79M -$628K -10,577 -14%
IAA
641
Independent Advisor Alliance
North Carolina
$3.74M +$24.4K +410 +0.7%
CFB
642
Cullen/Frost Bankers
Texas
$3.73M -$6.71K -113 -0.2%
KS
643
Karpas Strategies
Connecticut
$3.72M -$230K -3,865 -6%
GCA
644
Guardian Capital Advisors
Ontario, Canada
$3.69M -$311K -5,214 -8%
BFG
645
Bleakley Financial Group
New Jersey
$3.68M +$81.2K +1,367 +2%
AIMCA
646
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.68M -$1.36M -22,900 -27%
LGF
647
LGT Group Foundation
Liechtenstein
$3.62M -$141K -2,366 -4%
WC
648
Waterloo Capital
Texas
$3.61M +$7.78K +131 +0.2%
FFN
649
Focus Financial Network
Minnesota
$3.6M +$39.8K +654 +1%
Fayez Sarofim & Co
650
Fayez Sarofim & Co
Texas
$3.59M +$2.88M +48,565 +407%
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