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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 %
AWA
1126
Arkadios Wealth Advisors
Georgia
$984K +$106K +1,788 +12%
HFM
1127
Harvest Fund Management
China
$984K – – –
VWM
1128
Vivid Wealth Management
Iowa
$982K +$168K +2,824 +21%
MCM
1129
MV Capital Management
Maryland
$981K +$72.3K +1,217 +8%
CWM
1130
Cornerstone Wealth Management
Missouri
$980K -$78.9K -1,328 -7%
BCM
1131
Brookstone Capital Management
Illinois
$978K -$208K -3,414 -18%
LD
1132
Lipe & Dalton
New York
$978K +$9.98K +168 +1%
FFA
1133
Fragasso Financial Advisors
Pennsylvania
$977K -$23.5K -395 -2%
HBT
1134
Heartland Bank & Trust
Illinois
$974K +$7.31K +123 +0.8%
ANTB
1135
AMG National Trust Bank
Colorado
$972K +$24.4K +410 +3%
1SB
1136
1ST Source Bank
Indiana
$971K -$7.66K -129 -0.8%
MFIM
1137
Mesirow Financial Investment Management
Illinois
$970K -$76.4K -1,286 -7%
PWPS
1138
Pinnacle Wealth Planning Services
Ohio
$966K -$6.65K -112 -0.7%
GL
1139
Graypoint LLC
New York
$966K +$33.9K +570 +4%
JSW
1140
Journey Strategic Wealth
New Jersey
$952K +$350K +5,899 +58%
MCM
1141
Mainstay Capital Management
Michigan
$950K +$106K +1,778 +13%
LI
1142
Lafayette Investments
Maryland
$950K – – –
NB
1143
Nicolet Bankshares
Wisconsin
$948K -$36.8K -620 -4%
SMA
1144
Sage Mountain Advisors
Georgia
$941K +$259K +4,353 +38%
DWA
1145
Douglass Winthrop Advisors
New York
$940K -$48.9K -824 -5%
CWS
1146
Cypress Wealth Services
California
$939K +$12.2K +206 +1%
HCP
1147
Hexagon Capital Partners
Arkansas
$936K -$18.8K -316 -2%
PWP
1148
Principle Wealth Partners
Connecticut
$931K -$202K -3,401 -18%
TFA
1149
Tranquilli Financial Advisor
New Jersey
$931K +$27K +446 +3%
LF
1150
Lantz Financial
Illinois
$929K -$35.6K -599 -4%
44 45
46
47 48