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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 %
AA
901
Argent Advisors
Louisiana
$1.71M +$65.4K +1,101 +4%
MSR
902
Main Street Research
Connecticut
$1.7M +$114K +1,913 +7%
NEWAS
903
N.E.W. Advisory Services
Wisconsin
$1.69M +$15.9K +267 +0.9%
AFG
904
Atomi Financial Group
New York
$1.68M +$594K +9,995 +54%
CAS
905
CTC Alternative Strategies
Illinois
$1.68M +$1.68M +28,347 New
VIM
906
Vista Investment Management
Pennsylvania
$1.68M -$63.8K -1,074 -4%
NHC
907
Nicholas Hoffman & Company
Georgia
$1.68M +$48.6K +818 +3%
NNPTE
908
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.68M +$1.68M +28,277 New
CWM
909
Chemistry Wealth Management
New York
$1.66M +$36.8K +619 +2%
CPIG
910
Chicago Partners Investment Group
Illinois
$1.66M +$143K +2,378 +9%
LAM
911
Lummis Asset Management
Texas
$1.66M – – –
HI
912
Harbour Investments
Wisconsin
$1.65M +$34.1K +575 +2%
KA
913
Kerrisdale Advisers
Florida
$1.64M – – –
GCA
914
Greenwood Capital Associates
South Carolina
$1.64M -$132K -2,216 -7%
EHC
915
Everett Harris & Co
California
$1.62M – – –
NCM
916
Northside Capital Management
Oregon
$1.61M – – –
HR
917
Hardy Reed
Mississippi
$1.61M +$1.29M +21,723 +406%
BAAM
918
Baker Avenue Asset Management
California
$1.6M +$245K +4,121 +18%
CNBTD
919
Citizens National Bank Trust Department
Mississippi
$1.59M – – –
APC
920
Aspire Private Capital
North Carolina
$1.59M +$97.3K +1,638 +7%
HCP
921
Hardin Capital Partners
South Carolina
$1.59M +$1.59M +17,108 New
RMC
922
Resources Management Corp
Connecticut
$1.59M -$17.5K -295 -1%
JWM
923
Jeppson Wealth Management
California
$1.58M -$40.1K -675 -2%
FG
924
Fiduciary Group
Georgia
$1.58M -$16K -269 -1%
AI
925
Accredited Investors
Minnesota
$1.57M +$871K +14,663 +124%
35 36
37
38 39