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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 %
PB
951
Pinnacle Bancorp
Nebraska
$1.43M -$416 -7 -0%
NS
952
NBC Securities
Alabama
$1.43M +$25.1K +423 +2%
TCOT
953
Trust Company of Toledo
Ohio
$1.43M +$15.7K +264 +1%
TPWA
954
TRUE Private Wealth Advisors
Oregon
$1.42M -$35.6K -600 -2%
FFBTD
955
First Financial Bank - Trust Division
Ohio
$1.42M -$38.7K -651 -3%
LWANC
956
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.42M +$7.9K +133 +0.6%
ACA
957
Aptus Capital Advisors
Alabama
$1.41M +$136K +2,291 +11%
FB
958
Fulton Bank
Pennsylvania
$1.4M +$8.26K +139 +0.6%
AL
959
Aspiriant LLC
California
$1.39M -$128K -2,148 -8%
AIC
960
Argus Investors Counsel
New York
$1.39M +$7.19K +121 +0.5%
FCCM
961
First City Capital Management
Georgia
$1.39M -$11K -185 -0.8%
Vontobel Holding
962
Vontobel Holding
Switzerland
$1.39M +$511K +8,611 +59%
TNB
963
Thomasville National Bank
Georgia
$1.37M -$75K -1,263 -5%
GLR
964
Great Lakes Retirement
Ohio
$1.35M +$7.19K +121 +0.5%
SS
965
Sunbelt Securities
Texas
$1.35M +$6.41K +108 +0.5%
WT
966
Washington Trust
Rhode Island
$1.35M -$21K -354 -2%
BMM
967
Buffington Mohr McNeal
Idaho
$1.35M – – –
DWM
968
Drive Wealth Management
Utah
$1.35M -$1.07K -18 -0.1%
BHBT
969
Burke & Herbert Bank & Trust
Virginia
$1.35M +$1.01M +17,068 +300%
SF
970
Summit Financial
New Jersey
$1.35M +$830K +13,970 +159%
BCWM
971
Bartlett & Co Wealth Management
Ohio
$1.35M -$35.9K -604 -3%
GVAG
972
Great Valley Advisor Group
Delaware
$1.35M -$42.7K -719 -3%
RIA
973
Realta Investment Advisors
Delaware
$1.34M -$111K -1,869 -8%
RPC
974
Rossmore Private Capital
Connecticut
$1.34M -$20.8K -351 -2%
SM
975
Sweeney & Michel
California
$1.33M +$3.05K +51 +0.2%
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