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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 %
AAS
1151
Ameritas Advisory Services
Nebraska
$929K +$51.2K +862 +6%
FNWA
1152
Financial Network Wealth Advisors
Utah
$927K +$10.4K +175 +1%
WTB
1153
Washington Trust Bank
Washington
$927K -$69.8K -1,175 -7%
PWA
1154
Providence Wealth Advisors
Illinois
$924K +$17.9K +300 +2%
BCFD
1155
Boit C.F. David
$922K – – –
ZIM
1156
Zacks Investment Management
Illinois
$917K +$152K +2,557 +20%
AC
1157
Abbrea Capital
California
$915K -$13.4K -225 -1%
GC
1158
Gilbert & Cook
Iowa
$911K – – –
CIA
1159
Cascade Investment Advisors
Oregon
$909K -$41.6K -700 -4%
EFG
1160
Everhart Financial Group
Ohio
$907K +$300K +5,055 +49%
EA
1161
Eclectic Associates
California
$907K +$92.5K +1,558 +11%
BTWM
1162
Baker Tilly Wealth Management
Wisconsin
$907K -$1.91M -32,230 -68%
LFA
1163
Legacy Financial Advisors
Kentucky
$904K +$62.3K +1,049 +7%
IWA
1164
IVC Wealth Advisors
Pennsylvania
$899K -$3.03K -51 -0.3%
LS
1165
Livforsakringsbolaget Skandia
Sweden
$899K -$41.6K -700 -4%
HCM
1166
Hutner Capital Management
Vermont
$898K -$653 -11 -0.1%
CA
1167
Continuum Advisory
Idaho
$897K +$7.42K +125 +0.8%
PCFFS
1168
Pacific Center for Financial Services
California
$897K +$356 +6 +0%
AIM
1169
Anchor Investment Management
South Carolina
$895K +$7.78K +131 +0.9%
APP
1170
Avantax Planning Partners
Iowa
$892K -$147K -2,475 -14%
RWP
1171
Ridgecrest Wealth Partners
California
$892K +$2.97K +50 +0.3%
AWM
1172
Angeles Wealth Management
California
$891K +$485K +8,166 +119%
GCM
1173
Glaxis Capital Management
Florida
$891K +$891K +15,000 New
NRI
1174
NFP Retirement Inc
California
$891K -$61.1K -1,029 -6%
JWM
1175
Jupiter Wealth Management
Colorado
$890K – – –
45 46
47
48 49