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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 %
OWA
976
One Wealth Advisors
California
$1.32M +$335K +6,298 +34%
MC
977
Martin & Co
Tennessee
$1.32M -$2.08K -35 -0.2%
JIP
978
Jaffetilchin Investment Partners
Florida
$1.32M +$15.6K +262 +1%
CSC
979
Cove Street Capital
California
$1.32M -$300K -5,050 -19%
DT
980
Diversified Trust
Tennessee
$1.31M -$195K -3,281 -13%
LI
981
Louisbourg Investments
New Brunswick, Canada
$1.3M – – –
EFM
982
E Fund Management
China
$1.3M +$115K +1,944 +10%
FGI
983
Foresight Global Investors
New York
$1.3M – – –
Fisher Asset Management
984
Fisher Asset Management
Washington
$1.3M -$48.6K -819 -4%
DBIA
985
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$649K +10,931 +101%
WANY
986
Wealthspire Advisors (New York)
New York
$1.29M +$3.15K +53 +0.2%
CTC
987
Cetera Trust Company
Minnesota
$1.28M -$31.5K -530 -2%
GLLW
988
Graves Light Lenhart Wealth
Virginia
$1.28M +$182 +3 +0%
FPWM
989
FSB Premier Wealth Management
Iowa
$1.27M +$337K +5,682 +36%
CIA
990
Citadel Investment Advisory
Ohio
$1.27M -$62K -1,045 -5%
FCP
991
Fidelis Capital Partners
Florida
$1.26M +$302K +5,784 +31%
DWM
992
Diversify Wealth Management
Utah
$1.26M +$1.26M +24,242 New
SFA
993
Seneca Financial Advisors
New York
$1.26M – – –
UWS
994
Unique Wealth Strategies
Illinois
$1.26M – – –
EWA
995
EverSource Wealth Advisors
Alabama
$1.26M +$171K +2,876 +16%
WG
996
Welch Group
Alabama
$1.26M +$386K +6,500 +44%
CIC
997
Carnegie Investment Counsel
Ohio
$1.25M -$7.78K -131 -0.6%
LIM
998
Leavell Investment Management
Alabama
$1.25M -$179K -3,018 -13%
EFS
999
Essex Financial Services
Connecticut
$1.25M +$173K +3,270 +16%
FMC
1000
First Merchants Corp
Indiana
$1.25M +$1.25M +21,000 New
38 39
40
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