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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 %
IWM
1051
IHT Wealth Management
Illinois
$1.15M -$90.1K -1,518 -7%
SC
1052
Syon Capital
California
$1.15M +$32.7K +551 +3%
1IA
1053
1834 Investment Advisors
Wisconsin
$1.14M -$61.8K -1,040 -5%
TCM
1054
Telos Capital Management
California
$1.14M -$13.4K -225 -1%
AC
1055
Annandale Capital
Texas
$1.14M +$13.9K +234 +1%
IMC Chicago
1056
IMC Chicago
Illinois
$1.13M +$1.13M +19,064 New
KCM
1057
Kanawha Capital Management
Virginia
$1.13M -$58.2K -980 -5%
JIC
1058
Johnson Investment Counsel
Ohio
$1.12M +$14.6K +245 +1%
VWM
1059
VCI Wealth Management
Missouri
$1.12M +$240K +4,038 +27%
UFF
1060
USA Financial Formulas
Michigan
$1.12M +$1.12M +18,815 New
SIP
1061
Stoneridge Investment Partners
Pennsylvania
$1.12M -$1.73M -29,160 -61%
LA
1062
LBP AM
France
$1.11M -$1.78M -29,909 -61%
ESB
1063
Essex Savings Bank
Connecticut
$1.11M -$8.37K -141 -0.7%
SL
1064
Sentry LLC
Tennessee
$1.11M -$5.58K -94 -0.5%
AWA
1065
Arete Wealth Advisors
Illinois
$1.11M +$6.23K +105 +0.6%
IIC
1066
Ironwood Investment Counsel
Arizona
$1.11M +$174K +2,932 +19%
FCI
1067
Financial Counselors Inc
Kansas
$1.11M +$204K +3,441 +23%
MMHP
1068
Murphy Middleton Hinkle & Parker
Georgia
$1.1M – – –
RWP
1069
RWA Wealth Partners
Massachusetts
$1.1M +$2.73K +46 +0.2%
SC
1070
Sawyer & Company
Massachusetts
$1.1M -$198K -3,335 -15%
LA
1071
LexAurum Advisors
Kansas
$1.09M -$83.7K -1,410 -7%
BB
1072
Busey Bank
Illinois
$1.09M -$43K -724 -4%
SWM
1073
SeaCrest Wealth Management
New York
$1.09M +$79K +1,330 +8%
AF
1074
Advisornet Financial
Minnesota
$1.09M +$105K +1,775 +11%
WAG
1075
Wallace Advisory Group
California
$1.09M -$132K -2,231 -11%
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43
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