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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 %
SCI
676
S&CO Inc
Massachusetts
$3.2M -$42.8K -720 -1%
ABC
677
Associated Banc-Corp
Wisconsin
$3.18M +$215K +3,622 +7%
CCA
678
Checchi Capital Advisers
California
$3.17M +$38.2K +643 +1%
RWM
679
Ritholtz Wealth Management
New York
$3.16M +$401K +6,752 +15%
NP
680
NorthRock Partners
Minnesota
$3.16M +$65.2K +1,098 +2%
QCIG
681
Quad-Cities Investment Group
Iowa
$3.16M -$5.64K -95 -0.2%
BRWA
682
B. Riley Wealth Advisors
Florida
$3.16M -$843K -14,187 -21%
CG
683
Cynosure Group
Utah
$3.16M -$7.31K -123 -0.2%
CAM
684
Cidel Asset Management
Ontario, Canada
$3.16M -$212K -3,565 -6%
HTC
685
Haverford Trust Company
Pennsylvania
$3.14M +$5.94K +100 +0.2%
CLGM
686
Capitolis Liquid Global Markets
New York
$3.14M – – –
PA
687
Profund Advisors
Maryland
$3.13M -$204K -3,427 -6%
SW
688
SVB Wealth
Massachusetts
$3.13M -$430K -7,247 -12%
TCA
689
Transcend Capital Advisors
New Jersey
$3.12M +$134K +2,252 +4%
CIP
690
Convergence Investment Partners
Florida
$3.12M +$505K +8,501 +19%
BSW
691
Buckingham Strategic Wealth
Missouri
$3.12M -$30.9K -521 -1%
TW
692
Trajan Wealth
Arizona
$3.12M +$300K +5,051 +11%
PCTC
693
Perkins Coie Trust Company
Washington
$3.11M -$209K -3,518 -6%
CHAM
694
Clear Harbor Asset Management
Connecticut
$3.1M – – –
MA
695
Montag & Associates
Georgia
$3.09M -$74.4K -1,252 -2%
CIA
696
Capital Investment Advisors
Georgia
$3.09M -$269K -4,534 -8%
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$3.08M +$328K +5,522 +12%
CIS
698
Capital International Sarl
California
$3.06M -$193K -3,243 -6%
FG
699
Foster Group
Iowa
$3.06M +$208K +3,494 +7%
DLCIG
700
D.L. Carlson Investment Group
New Hampshire
$3.06M -$6.18K -104 -0.2%
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