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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
32.54%
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
$4.27B
2
Millennium Management
Millennium Management
New York
$818M
3
Amundi
Amundi
France
$699M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$284M
5
UBS AM
UBS AM
Illinois
$1.24B

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
$8.94M
2
Dodge & Cox
Dodge & Cox
California
$5.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.73B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$703M
5
Capital World Investors
Capital World Investors
California
$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
101
Great Lakes Advisors
Illinois
$137M -$7.22M -121,537 -5%
HighTower Advisors
102
HighTower Advisors
Illinois
$135M +$5.88M +99,026 +5%
Massachusetts Financial Services
103
Massachusetts Financial Services
Massachusetts
$132M -$386K -6,506 -0.3%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$131M +$78.5M +1,321,796 +149%
NRCM
105
North Reef Capital Management
California
$131M -$5.94M -100,000 -4%
RI
106
RWWM Inc
California
$130M -$2M -33,609 -2%
HF
107
HRT Financial
New York
$130M +$104M +1,749,204 +399%
KeyBank National Association
108
KeyBank National Association
Ohio
$130M +$841K +14,157 +0.7%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$127M -$14.1M -238,110 -10%
Wells Fargo
110
Wells Fargo
California
$126M -$4.38M -73,734 -3%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$125M -$11M -185,741 -8%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$124M -$10.2M -171,961 -8%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$123M -$32.7M -551,208 -21%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$123M +$40.3M +678,314 +49%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$121M +$10.2M +171,626 +9%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$121M -$3.02M -50,865 -2%
EIP
117
Epoch Investment Partners
New York
$120M -$3.05M -51,329 -2%
LPL Financial
118
LPL Financial
California
$120M +$10.6M +177,750 +10%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$118M +$57.8M +973,063 +97%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$113M -$5.33M -89,805 -4%
KBC Group
121
KBC Group
Belgium
$112M +$94.4M +1,589,966 +552%
MIS
122
Morningstar Investment Services
Illinois
$106M -$948K -16,517 -0.9%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$105M -$9.34M -157,260 -8%
UM
124
UniSuper Management
Australia
$105M +$34.2M +575,834 +48%
Calamos Advisors
125
Calamos Advisors
Illinois
$105M -$3M -50,435 -3%
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5
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