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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 %
NSIM
1176
North Star Investment Management
Illinois
$888K -$53.5K -900 -6%
PA
1177
Perennial Advisors
New York
$888K -$85.1K -1,433 -9%
MIM
1178
MTM Investment Management
South Carolina
$880K +$356 +6 +0%
BCA
1179
Bay Colony Advisors
Massachusetts
$878K -$53.6K -902 -6%
GFA
1180
Gallagher Fiduciary Advisors
Illinois
$872K -$55.3K -931 -6%
SYBT
1181
Stock Yards Bank & Trust
Kentucky
$872K -$2.85K -48 -0.3%
SWM
1182
Segment Wealth Management
Texas
$871K -$4.4K -74 -0.5%
CRC
1183
Curi RMB Capital
Illinois
$870K -$105K -1,766 -11%
GI
1184
Gradient Investments
Minnesota
$868K +$38.4K +647 +5%
KIA
1185
Knollwood Investment Advisory
Maryland
$866K +$866K +14,587 New
NWM
1186
Northwest Wealth Management
Iowa
$865K -$8.32K -140 -1%
HNB
1187
Hilltop National Bank
Wyoming
$865K -$52.7K -888 -6%
JWA
1188
JFS Wealth Advisors
Pennsylvania
$865K -$104K -1,756 -11%
FPGT
1189
Financial Partners Group (Tennessee)
Tennessee
$862K -$203K -3,423 -19%
GFP
1190
Gryphon Financial Partners
Ohio
$859K -$195K -3,289 -19%
SFG
1191
Sather Financial Group
Texas
$858K -$98.5K -1,658 -10%
LGA
1192
Lebenthal Global Advisors
New York
$858K -$34.4K -579 -4%
Legacy Financial Group (Iowa)
1193
Legacy Financial Group (Iowa)
Iowa
$857K -$24.8K -418 -3%
LF
1194
LifeSteps Financial
California
$856K +$178 +3 +0%
WP
1195
Wealthspan Partners
Iowa
$853K +$49.1K +826 +6%
FPB
1196
First PREMIER Bank
South Dakota
$850K – – –
PWLP
1197
Prio Wealth Limited Partnership
Massachusetts
$850K – – –
FNBSF
1198
First National Bank Sioux Falls
South Dakota
$850K – – –
AWA
1199
Aaron Wealth Advisors
Illinois
$849K +$114K +1,913 +15%
SIA
1200
Strategic Investment Advisors
Michigan
$848K -$6.12K -103 -0.7%
46 47
48
49 50