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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 %
EML
1026
Eos Management LP
New York
$1.19M -$445K -7,500 -27%
HA
1027
Harbor Advisors
Florida
$1.19M – – –
SAG
1028
SageView Advisory Group
California
$1.19M +$1.19M +19,983 New
CC
1029
Chicago Capital
Illinois
$1.19M +$535K +9,000 +82%
SAM
1030
Sompo Asset Management
Japan
$1.18M -$62.4K -1,050 -5%
MMPW
1031
Mitchell McLeod Pugh & Williams
Alabama
$1.18M -$18.3K -308 -2%
DWM
1032
Dakota Wealth Management
Florida
$1.18M +$188K +3,173 +19%
OCM
1033
One Capital Management
California
$1.18M -$149K -2,517 -11%
LRPA
1034
L. Roy Papp & Associates
Arizona
$1.18M -$47.2K -794 -4%
BIG
1035
Brooklyn Investment Group
New York
$1.18M – – –
FBT
1036
First Bank & Trust
South Dakota
$1.18M -$54.5K -918 -4%
CI
1037
CX Institutional
Indiana
$1.18M -$297 -5 -0%
CRWM
1038
Castle Rock Wealth Management
California
$1.17M – – –
LCAM
1039
London & Capital Asset Management
United Kingdom
$1.17M -$49.8K -839 -4%
LAM
1040
L2 Asset Management
Massachusetts
$1.17M +$42.9K +722 +4%
AG
1041
AlTi Global
New York
$1.17M +$47.5K +799 +4%
MPIA
1042
Mountain Pacific Investment Advisers
Idaho
$1.17M -$254K -4,280 -18%
CAG
1043
Csenge Advisory Group
Florida
$1.16M -$8.79K -148 -0.8%
GM
1044
GeoWealth Management
Illinois
$1.16M +$67.1K +1,129 +6%
IAMOG
1045
Investors Asset Management of Georgia
Georgia
$1.16M -$29.2K -492 -2%
EWM
1046
Empirical Wealth Management
Washington
$1.16M +$568K +9,570 +96%
PIM
1047
Penobscot Investment Management
Massachusetts
$1.16M +$877K +14,767 +311%
CCG
1048
Ceeto Capital Group
Florida
$1.16M – – –
FNT
1049
First National Trust
Pennsylvania
$1.16M +$51.3K +863 +5%
RCM
1050
RNC Capital Management
California
$1.15M +$64.4K +1,085 +6%
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