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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 %
AIM
876
Aigen Investment Management
New York
$1.82M +$1.82M +30,611 New
PP
877
Pacifica Partners
Canada
$1.82M -$33K -545 -2%
SSI
878
Scott & Selber Inc
Texas
$1.81M +$28.5K +480 +2%
WGAM
879
Wilkinson Global Asset Management
New York
$1.81M – – –
BTI
880
Blue Trust Inc
Georgia
$1.8M +$209K +3,613 +13%
RCAG
881
Rehmann Capital Advisory Group
Michigan
$1.8M -$11.6K -196 -0.6%
MOS
882
MGO One Seven
Ohio
$1.78M -$64.7K -1,089 -3%
FFS
883
Founders Financial Securities
Maryland
$1.78M -$18.4K -309 -1%
APF
884
Alaska Permanent Fund
Alaska
$1.78M -$872K -14,698 -33%
CIA
885
Cohen Investment Advisors
New Hampshire
$1.78M -$99.2K -2,427 -5%
IAN
886
Integrated Advisors Network
Texas
$1.77M -$51.7K -870 -3%
MAM
887
Mystic Asset Management
Rhode Island
$1.77M -$14.4K -243 -0.8%
USCWA
888
U.S. Capital Wealth Advisors
Texas
$1.76M -$299K -5,030 -15%
SWM
889
Shelton Wealth Management
Texas
$1.76M +$1.31K +22 +0.1%
WTC
890
WhitTier Trust Company
Nevada
$1.75M +$67.9K +1,143 +4%
MIM
891
Marco Investment Management
Georgia
$1.75M +$101K +1,700 +6%
ECM
892
Evergreen Capital Management
Washington
$1.74M +$127K +2,138 +8%
MGIA
893
Moneta Group Investment Advisors
Missouri
$1.74M +$169K +2,843 +11%
FWCM
894
Ferguson Wellman Capital Management
Oregon
$1.74M -$54K -909 -3%
SAM
895
Silvercrest Asset Management
New York
$1.73M +$238 +4 +0%
DAS
896
Diversify Advisory Services
Utah
$1.73M -$243K -4,055 -12%
NL
897
NVWM LLC
Pennsylvania
$1.72M -$29.2K -491 -2%
H
898
HoyleCohen
California
$1.72M +$27.4K +462 +2%
MIC
899
Meridian Investment Counsel
California
$1.72M – – –
RIL
900
Rothschild Investment LLC
Illinois
$1.71M +$131K +2,198 +8%
34 35
36
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