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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 %
SIA
926
Schechter Investment Advisors
Michigan
$1.55M -$49.5K -834 -3%
WKWM
927
Walter & Keenan Wealth Management
Indiana
$1.54M -$41.6K -700 -3%
IAS
928
Insigneo Advisory Services
Florida
$1.54M -$747K -14,328 -33%
WIS
929
Wright Investors Service
Connecticut
$1.53M -$5.23K -88 -0.3%
GIA
930
GHP Investment Advisors
Colorado
$1.52M +$68.6K +1,155 +5%
FSA
931
Fort Sheridan Advisors
Illinois
$1.52M +$287K +4,835 +23%
NRS
932
Neville Rodie & Shaw
New York
$1.52M – – –
HIC
933
Holderness Investments Company
North Carolina
$1.52M +$594 +10 +0%
TAMH
934
Taikang Asset Management (HK)
Hong Kong
$1.51M -$29.7K -500 -2%
ICM
935
Islay Capital Management
Texas
$1.51M +$8.61K +145 +0.6%
PTC
936
Private Trust Company
Ohio
$1.51M +$190K +3,204 +14%
MPWT
937
MassMutual Private Wealth & Trust
Connecticut
$1.51M +$214K +3,608 +17%
RA
938
RFG Advisory
Alabama
$1.5M -$3.44M -57,857 -70%
LSAG
939
Lake Street Advisors Group
New Hampshire
$1.49M +$14.6K +246 +1%
AC
940
Apella Capital
Connecticut
$1.48M +$248K +4,147 +20%
LCOV
941
London Company of Virginia
Virginia
$1.48M -$11.3K -191 -0.8%
BFIM
942
Beese Fulmer Investment Management
Ohio
$1.48M -$64.5K -1,086 -4%
VNA
943
Valley National Advisers
Pennsylvania
$1.47M -$35K -589 -2%
CC
944
Cadinha & Co
Hawaii
$1.46M – – –
LWM
945
LJI Wealth Management
Indiana
$1.45M -$41.2K -694 -3%
FHA
946
First Horizon Advisors
Tennessee
$1.45M -$4.4K -74 -0.3%
WCM
947
Wunderlich Capital Managemnt
Tennessee
$1.45M +$140K +2,350 +11%
SIA
948
Soltis Investment Advisors
Utah
$1.44M +$121K +2,036 +9%
TFA
949
Trinity Financial Advisors
Ohio
$1.43M -$81.5K -1,373 -5%
IA
950
Insight Advisors
Pennsylvania
$1.43M +$6.53K +110 +0.5%
36 37
38
39 40