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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 %
TPI
701
Trust Point Inc
Wisconsin
$3.05M -$66.9K -1,126 -2%
FNBT
702
FineMark National Bank & Trust
Florida
$3.04M +$80.8K +1,361 +3%
MC
703
Moors & Cabot
Massachusetts
$3.03M -$338K -5,694 -10%
JHCP
704
Jackson Hole Capital Partners
Oklahoma
$3.03M +$5.64K +95 +0.2%
VFA
705
Valeo Financial Advisors
Indiana
$3.02M +$99K +1,667 +3%
SCM
706
SOL Capital Management
Maryland
$3.02M -$78.4K -1,320 -3%
HNB
707
Huntington National Bank
Ohio
$2.99M -$46.7K -787 -2%
CICI
708
Capital Investment Counsel Inc
North Carolina
$2.99M +$302K +5,081 +11%
KWA
709
Kingswood Wealth Advisors
California
$2.98M -$27.1K -456 -0.9%
FFM
710
Forum Financial Management
Illinois
$2.98M +$12.1K +203 +0.4%
AFS
711
Aft Forsyth & Sober
Florida
$2.97M – – –
A
712
AlphaQuest
New York
$2.95M +$2.95M +49,700 New
EH
713
Equitable Holdings
New York
$2.94M +$203K +3,416 +7%
CAAS
714
Capital Asset Advisory Services
Michigan
$2.92M -$73.1K -1,220 -2%
GIM
715
Goelzer Investment Management
Indiana
$2.92M -$142K -2,395 -5%
AAM
716
Advisors Asset Management
Colorado
$2.91M +$436K +7,336 +18%
PIC
717
PCJ Investment Counsel
Ontario, Canada
$2.9M +$1.46M +24,550 +101%
GFI
718
Global Frontier Investments
South Carolina
$2.9M – – –
TCPW
719
Twin City Private Wealth
North Carolina
$2.88M +$54.2K +912 +2%
WF
720
Welch & Forbes
Massachusetts
$2.87M -$1.23M -20,612 -30%
SG
721
Somerset Group
Minnesota
$2.83M – – –
CTC
722
Central Trust Company
Missouri
$2.83M -$214K -3,606 -7%
TFS
723
Thoroughbred Financial Services
Tennessee
$2.81M +$1.23M +20,698 +78%
TAM
724
Trust Asset Management
Texas
$2.79M – – –
WWA
725
WCG Wealth Advisors
Nevada
$2.79M +$252K +4,239 +10%
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