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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 %
CWP
1201
Cyndeo Wealth Partners
Florida
$847K +$368K +6,199 +77%
WPW
1202
Waldron Private Wealth
Pennsylvania
$845K -$64.1K -1,079 -7%
PGIM
1203
Pacific Global Investment Management
California
$840K -$4.81K -81 -0.6%
BMA
1204
Brooks Moore & Associates
Tennessee
$837K – – –
AW
1205
Avion Wealth
Texas
$832K -$86.2K -1,452 -9%
CA
1206
Claro Advisors
Massachusetts
$828K +$117K +1,968 +16%
KJWM
1207
Kiley Juergens Wealth Management
Washington
$826K -$9.74K -164 -1%
PI
1208
PFG Investments
New York
$825K +$72.1K +1,214 +10%
PCM
1209
Pointe Capital Management
Michigan
$825K +$2.97K +50 +0.4%
CS
1210
Cannell & Spears
New York
$824K – – –
HBT
1211
Hills Bank & Trust
Iowa
$823K +$66.2K +1,114 +9%
PAMG
1212
Patton Albertson Miller Group
Tennessee
$823K +$504K +8,494 +158%
CIA
1213
Cladis Investment Advisory
Montana
$821K +$59 +1 +0%
PNC
1214
Park National Corp
Ohio
$819K +$653 +11 +0.1%
CA
1215
Carson Advisory
Georgia
$818K +$69.1K +1,163 +9%
OWP
1216
Obermeyer Wealth Partners
Colorado
$818K -$26.1K -439 -3%
SWM
1217
Shakespeare Wealth Management
Wisconsin
$815K +$831 +14 +0.1%
VPP
1218
Vertex Planning Partners
Illinois
$814K +$6.24K +105 +0.8%
BEI
1219
Benjamin Edwards Inc
Missouri
$812K +$34K +572 +4%
NCM
1220
Neumann Capital Management
California
$809K – – –
FMLI
1221
Fukoku Mutual Life Insurance
Japan
$807K -$38.5K -648 -5%
RIA
1222
Richwood Investment Advisors
Ohio
$806K -$2.97K -50 -0.4%
CPA
1223
Cardiff Park Advisors
California
$803K +$1.01K +17 +0.1%
SCTC
1224
Sanibel Captiva Trust Company
Florida
$803K +$104K +1,745 +15%
BTW
1225
Boston Trust Walden
Massachusetts
$803K – – –
47 48
49
50 51