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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 %
DWA
1076
Delap Wealth Advisory
Oregon
$1.09M -$289K -4,868 -21%
WA
1077
WP Advisors
California
$1.09M +$18.2K +307 +2%
MG
1078
Mather Group
Illinois
$1.09M +$117K +2,027 +12%
AIIMS
1079
Analyst IMS Investment Management Services
Israel
$1.08M -$5.94K -100 -0.5%
Twin Tree Management
1080
Twin Tree Management
Texas
$1.07M +$1.07M +18,052 New
WBWA
1081
William B. Walkup & Associates
South Carolina
$1.07M +$1.07M +18,009 New
BOC
1082
Barbara Oil Co
Illinois
$1.07M – – –
RL
1083
Ruffer LLP
United Kingdom
$1.07M -$238K -4,000 -18%
KFSC
1084
Keystone Financial Services (Colorado)
Colorado
$1.07M +$50.3K +847 +5%
QP
1085
Quilter Plc
United Kingdom
$1.07M -$26.7K -450 -2%
DTC
1086
Davidson Trust Company
Washington
$1.07M -$294K -4,952 -22%
MIFH
1087
Migdal Insurance & Financial Holdings
Israel
$1.06M +$1.05M +17,744 +6,958%
MWM
1088
Modera Wealth Management
New Jersey
$1.06M -$380K -6,390 -26%
RPCONE
1089
Retirement Planning Company of New England
Rhode Island
$1.06M -$28.2K -474 -3%
BP
1090
BBR Partners
New York
$1.06M -$189K -3,189 -15%
EWA
1091
Exencial Wealth Advisors
Oklahoma
$1.06M +$772 +13 +0.1%
JFL
1092
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.05M -$257K -4,321 -20%
JCM
1093
Jacobi Capital Management
Pennsylvania
$1.05M -$15.1K -255 -1%
WBG
1094
Wharton Business Group
Pennsylvania
$1.05M – – –
HFM
1095
Hartford Funds Management
Pennsylvania
$1.04M +$106K +1,780 +11%
WCM
1096
Winthrop Capital Management
Indiana
$1.04M +$1.04M +17,496 New
GIP
1097
Greatmark Investment Partners
Georgia
$1.04M – – –
ECU
1098
Eisler Capital (US)
New York
$1.02M +$303K +5,102 +42%
AA
1099
Ancora Advisors
Ohio
$1.02M -$81.9K -1,379 -7%
PCS
1100
Personal CFO Solutions
New Jersey
$1.02M -$27.9K -469 -3%
42 43
44
45 46