WFC icon

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 %
PMA
1001
Prudent Man Advisors
Illinois
$1.25M +$42.6K +718 +4%
LCM
1002
Lazari Capital Management
California
$1.24M +$1.25K +21 +0.1%
HSA
1003
HBK Sorce Advisory
Pennsylvania
$1.24M +$25.1K +423 +2%
BBA
1004
BLB&B Advisors
Pennsylvania
$1.24M +$136K +2,298 +12%
SWM
1005
Sendero Wealth Management
Texas
$1.24M -$551K -9,286 -31%
GC
1006
GFG Capital
Florida
$1.23M -$166K -2,789 -12%
JSL
1007
JT Stratford LLC
Georgia
$1.23M +$62.7K +1,055 +5%
FRA
1008
Frank Rimerman Advisors
California
$1.23M +$1.23M +20,644 +51,610%
LC
1009
Lindbrook Capital
California
$1.23M +$28.3K +476 +2%
DG
1010
DMC Group
Alabama
$1.22M +$78.3K +1,319 +7%
KIG
1011
Kennedy Investment Group
New Jersey
$1.22M -$23.8K -401 -2%
CC
1012
Courier Capital
New York
$1.22M -$3.27K -55 -0.3%
SBIA
1013
Sheaff Brock Investment Advisors
Indiana
$1.22M -$114K -1,917 -9%
CGL
1014
Clarius Group LLC
Washington
$1.22M -$77K -1,296 -6%
EM
1015
Excalibur Management
Massachusetts
$1.21M -$9.27K -156 -0.8%
MA
1016
Mutual Advisors
Nebraska
$1.21M -$7.57K -127 -0.6%
MMA
1017
Miracle Mile Advisors
California
$1.21M -$5.52K -93 -0.5%
FIA
1018
Foundations Investment Advisors
Arizona
$1.21M -$519K -8,742 -30%
XF
1019
XML Financial
Maryland
$1.2M +$5.05K +85 +0.4%
LIA
1020
LS Investment Advisors
Michigan
$1.2M – – –
SRC
1021
Sage Rhino Capital
California
$1.2M +$15.6K +263 +1%
MPAM
1022
Murphy Pohlad Asset Management
Minnesota
$1.2M -$148K -2,487 -11%
AIA
1023
Affinity Investment Advisors
California
$1.2M -$51.2K -862 -4%
PWG
1024
Private Wealth Group
Florida
$1.19M – – –
ET
1025
Equitable Trust
Tennessee
$1.19M +$128K +2,160 +12%
39 40
41
42 43