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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 %
GI
851
GAMMA Investing
California
$1.93M +$460K +7,753 +31%
I
852
InceptionR
California
$1.93M +$307K +5,167 +19%
IWM
853
Iams Wealth Management
Nebraska
$1.92M -$225K -3,788 -10%
AAM
854
Auxier Asset Management
Oregon
$1.92M -$86.1K -1,450 -4%
SACTSONJ
855
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.91M – – –
ACL
856
Applied Capital LLC
Florida
$1.91M +$2.85K +48 +0.1%
P
857
&Partners
Tennessee
$1.9M +$1.07M +17,978 +128%
AA
858
AF Advisors
California
$1.9M – – –
SSW
859
Smith Shellnut Wilson
Mississippi
$1.89M – – –
PA
860
Parallel Advisors
California
$1.89M -$11.6K -196 -0.6%
JWCA
861
J.W. Cole Advisors
Florida
$1.88M +$92.1K +1,551 +5%
XWM
862
Xcel Wealth Management
Florida
$1.88M -$652K -10,970 -26%
GIP
863
Granite Investment Partners
California
$1.88M – – –
MWM
864
Massachusetts Wealth Management
Massachusetts
$1.87M -$4.45K -75 -0.2%
MGWM
865
Marks Group Wealth Management
Minnesota
$1.87M -$326K -5,481 -15%
TWM
866
Tradition Wealth Management
Minnesota
$1.86M +$153K +2,577 +9%
FM
867
Freemont Management
Switzerland
$1.85M -$9.13M -153,700 -83%
NAS
868
Nicolet Advisory Services
Wisconsin
$1.85M +$128K +2,151 +7%
DWM
869
Dynasty Wealth Management
Florida
$1.85M +$111K +1,865 +6%
HA
870
Heartland Advisors
Wisconsin
$1.85M -$462K -7,785 -20%
CCB
871
Country Club Bank
Missouri
$1.84M -$104K -1,810 -5%
PAM
872
Peak Asset Management
Colorado
$1.83M -$239K -4,032 -12%
GC
873
Grimes & Company
Massachusetts
$1.83M -$8.2K -138 -0.4%
CI
874
Conning Inc
Connecticut
$1.82M +$14.4K +242 +0.8%
BFEC
875
Benjamin F. Edwards & Company
Missouri
$1.82M +$151K +2,549 +9%
33 34
35
36 37