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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 %
EIP
751
Easterly Investment Partners
Massachusetts
$2.59M -$43.1K -726 -2%
BCV
752
Banque Cantonale Vaudoise
Switzerland
$2.58M +$175K +2,949 +7%
WPC
753
White Pine Capital
Minnesota
$2.57M -$13.1K -221 -0.5%
Parallax Volatility Advisers
754
Parallax Volatility Advisers
California
$2.55M +$2.55M +42,930 New
PAM
755
Paradigm Asset Management
New York
$2.54M -$487K -8,200 -16%
BBHC
756
Brown Brothers Harriman & Co
New York
$2.54M -$713 -12 -0%
PPWP
757
Premier Path Wealth Partners
New Jersey
$2.54M +$9.03K +152 +0.4%
MMA
758
Mizuho Markets Americas
New York
$2.54M +$2.54M +42,800 New
PCIA
759
Prime Capital Investment Advisors
Kansas
$2.54M -$333K -5,600 -12%
CA
760
Cullinan Associates
Kentucky
$2.53M +$624K +10,500 +33%
FSA
761
Franklin Street Advisors
North Carolina
$2.53M +$1.19K +20 +0%
BJL
762
Brighton Jones LLC
Washington
$2.53M -$208K -3,508 -8%
SIG
763
Stonegate Investment Group
Alabama
$2.52M +$211K +3,554 +9%
MWP
764
Meridian Wealth Partners
Pennsylvania
$2.52M +$16.3K +274 +0.6%
GI
765
GS Investments
Minnesota
$2.52M – – –
SLI
766
Sumitomo Life Insurance
Japan
$2.51M -$327K -5,509 -12%
FTWA
767
Fifth Third Wealth Advisors
Ohio
$2.51M +$1.9M +31,941 +309%
NW
768
Naviter Wealth
Arkansas
$2.5M +$30.8K +519 +1%
CIA
769
Choate Investment Advisors
Massachusetts
$2.49M +$18.4K +310 +0.7%
CF
770
Centaurus Financial
California
$2.48M -$19K -320 -0.8%
SSWM
771
Smith Salley Wealth Management
North Carolina
$2.48M +$31.5K +530 +1%
LFM
772
LGT Fund Management
Liechtenstein
$2.48M +$2.48M +41,716 New
WC
773
Wynn Capital
Georgia
$2.47M +$19.7K +332 +0.8%
VVP
774
Venture Visionary Partners
Ohio
$2.45M +$190K +3,194 +8%
SJL
775
Shayne & Jacobs LLC
Tennessee
$2.43M – – –
29 30
31
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