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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 %
BCM
1101
Becker Capital Management
Oregon
$1.02M -$86.9K -1,464 -8%
SIC
1102
Salem Investment Counselors
North Carolina
$1.02M -$18.6K -314 -2%
AA
1103
Axiom Advisory
California
$1.02M +$1.02M +17,262 New
SIM
1104
Sterling Investment Management
Arizona
$1.02M -$487K -8,206 -32%
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$1.01M +$3.56K +60 +0.4%
DI
1106
Diligent Investors
California
$1.01M -$16.9K -284 -2%
CIAS
1107
Capital Investment Advisory Services
North Carolina
$1.01M -$125K -2,099 -11%
GPA
1108
Garrison Point Advisors
California
$1.01M – – –
IF
1109
Intrua Financial
Texas
$1.01M +$175K +2,953 +21%
BCG
1110
Breakwater Capital Group
New Jersey
$1.01M +$5.23K +88 +0.5%
LPAM
1111
Lodestar Private Asset Management
California
$1M -$86.2K -1,452 -8%
SWM
1112
Spire Wealth Management
Virginia
$1M -$266K -4,482 -21%
GAG
1113
GM Advisory Group
New York
$1M -$3.98K -67 -0.4%
PFA
1114
Pure Financial Advisors
California
$999K +$41.9K +705 +4%
PAM
1115
Palisade Asset Management
Minnesota
$999K -$77.2K -1,300 -7%
SN
1116
Sittner & Nelson
Oregon
$997K -$3.8K -64 -0.4%
AA
1117
ALPS Advisors
Colorado
$997K -$123K -2,074 -11%
IVP
1118
Intrinsic Value Partners
Arizona
$996K -$6.06K -102 -0.6%
SP
1119
Symmetry Partners
Connecticut
$996K -$124K -2,096 -11%
MW
1120
Marcum Wealth
Ohio
$993K +$7.72K +130 +0.8%
BCM
1121
Boltwood Capital Management
California
$992K – – –
KC
1122
Knuff & Co
California
$991K -$36.3K -612 -4%
CA
1123
Commerzbank Aktiengesellschaft
Germany
$991K +$40K +674 +4%
SIM
1124
Studio Investment Management
Illinois
$989K +$34.1K +575 +4%
LI
1125
LMCG Investments
Massachusetts
$989K -$9.62K -162 -1%
43 44
45
46 47