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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 %
AC
651
Asio Capital
Kentucky
$3.57M +$15.1K +255 +0.4%
PWG
652
Portside Wealth Group
Utah
$3.57M -$267K -4,488 -7%
DEA
653
DoubleLine ETF Adviser
Florida
$3.56M -$161K -2,706 -4%
QI
654
Qtron Investments
Massachusetts
$3.56M +$98.3K +1,655 +3%
SPC
655
Sigma Planning Corp
Michigan
$3.55M -$266K -4,482 -7%
PFP
656
Pinnacle Financial Partners
Tennessee
$3.55M -$37.5K -641 -1%
CAM
657
Chou Associates Management
Ontario, Canada
$3.54M +$2.38M +40,000 +205%
LDB
658
Lee, Danner & Bass
Tennessee
$3.52M +$3.52M +59,196 New
BNP Paribas Asset Management
659
BNP Paribas Asset Management
France
$3.5M +$555K +9,338 +19%
WJWM
660
Williams Jones Wealth Management
New York
$3.49M -$5.52K -93 -0.2%
GRP
661
Global Retirement Partners
California
$3.47M +$520K +8,750 +18%
RSWM
662
Robertson Stephens Wealth Management
California
$3.46M +$58.7K +988 +2%
LOAMS
663
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.46M -$133K -2,239 -4%
PP
664
Prudential plc
United Kingdom
$3.45M -$1.03M -17,332 -23%
AWM
665
Avior Wealth Management
Nebraska
$3.4M -$134K -2,259 -4%
JFG
666
Jefferies Financial Group
New York
$3.37M +$2.74M +46,200 +438%
LBC
667
Lowe Brockenbrough & Co
Virginia
$3.36M -$44.5K -750 -1%
PPW
668
Parcion Private Wealth
Washington
$3.36M +$950 +16 +0%
SFM
669
Signet Financial Management
New Jersey
$3.36M -$9.86K -166 -0.3%
LNWWM
670
Laird Norton Wetherby Wealth Management
California
$3.33M +$29.8K +502 +0.9%
S
671
SignatureFD
Georgia
$3.28M +$174K +2,922 +6%
WA
672
Waverly Advisors
Alabama
$3.27M +$337K +5,675 +11%
MSS
673
Mitchell Sinkler & Starr
Pennsylvania
$3.27M – – –
JF
674
Jump Financial
Illinois
$3.21M +$1.32M +22,263 +70%
SCA
675
Stonebridge Capital Advisors
Minnesota
$3.2M -$19.1K -322 -0.6%
25 26
27
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