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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 %
VCA
826
Verdence Capital Advisors
Maryland
$2.12M +$523K +8,798 +33%
VFA
827
Voya Financial Advisors
Connecticut
$2.12M +$133K +2,323 +7%
HAG
828
HF Advisory Group
Maryland
$2.09M -$234K -3,947 -10%
SAM
829
Selway Asset Management
$2.08M -$1.16M -19,600 -36%
YIA
830
YHB Investment Advisors
Connecticut
$2.08M -$375K -6,316 -15%
CDH
831
Charles D. Hyman
$2.08M -$50.5K -850 -2%
AMM
832
American Money Management
California
$2.06M – – –
AFCM
833
Applied Finance Capital Management
Puerto Rico
$2.05M +$2.05M +34,566 New
CIC
834
Cornercap Investment Counsel
Georgia
$2.04M -$297K -5,000 -13%
HAM
835
Hedges Asset Management
Nevada
$2.03M -$356K -6,000 -15%
MIM
836
Miller Investment Management
Pennsylvania
$2.02M – – –
BPCA
837
Bank Pictet & Cie (Asia)
Singapore
$2.01M +$72.5K +1,221 +4%
DAS
838
Dynamic Advisor Solutions
Arizona
$2M +$152K +2,558 +8%
IFU
839
iSAM Funds (UK)
United Kingdom
$1.98M +$1.98M +33,382 New
WI
840
WrapManager Inc
California
$1.96M +$88.9K +1,497 +5%
ZIC
841
ZWJ Investment Counsel
Georgia
$1.96M +$148K +2,500 +8%
SLFPAM
842
St. Louis Financial Planners Asset Management
Missouri
$1.95M -$444K -7,330 -19%
NRD
843
Nebula Research & Development
New York
$1.95M +$1.95M +32,818 New
SCM
844
Silvant Capital Management
Georgia
$1.95M -$24.7K -416 -1%
GSEP
845
Golden State Equity Partners
California
$1.95M +$1.95M +32,791 New
BSI
846
Bennett Selby Investments
Maine
$1.95M +$238 +4 +0%
MAWCM
847
Mine & Arao Wealth Creation & Management
California
$1.94M +$31.2K +526 +2%
WP
848
Westmount Partners
California
$1.93M +$572K +9,435 +42%
CAM
849
Carret Asset Management
New York
$1.93M -$52K -875 -3%
NG
850
Norden Group
Utah
$1.93M -$23K -387 -1%
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