WFC icon

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 %
AF
1251
Apexium Financial
Texas
$760K -$2.16M -36,427 -74%
FFG
1252
Fiduciary Financial Group
California
$757K +$757K +12,559 New
PWMAG
1253
Pinnacle Wealth Management Advisory Group
New Jersey
$754K +$8.79K +148 +1%
TCOV
1254
Trust Company of Vermont
Vermont
$753K +$25.7K +432 +4%
NSAM
1255
North Star Asset Management
Wisconsin
$753K -$32.9K -554 -4%
TWP
1256
Tyche Wealth Partners
Texas
$751K +$6.71K +113 +0.9%
PFSC
1257
Peoples Financial Services Corp
Pennsylvania
$749K -$190K -3,197 -20%
HH
1258
Hilltop Holdings
Texas
$748K -$2.08K -35 -0.3%
OA
1259
Operose Advisors
Wisconsin
$744K – – –
JFA
1260
JNBA Financial Advisors
Minnesota
$742K -$102K -1,717 -12%
LCWP
1261
Legacy Capital Wealth Partners
Arkansas
$740K +$740K +12,463 New
EAM
1262
Empirical Asset Management
Massachusetts
$740K +$740K +18,760 New
PMG
1263
Private Management Group
California
$740K -$35.2K -592 -5%
TC
1264
Taika Capital
Florida
$739K +$739K +12,450 New
Members Trust
1265
Members Trust
Florida
$738K -$1.31K -22 -0.2%
EW
1266
Element Wealth
Mississippi
$738K -$22.7K -382 -3%
AC
1267
ASB Consultores
Florida
$735K -$684K -11,520 -48%
WWM
1268
Western Wealth Management
Colorado
$733K -$2.02K -34 -0.3%
CCM
1269
Chiron Capital Management
Florida
$731K -$440K -7,401 -38%
NC
1270
nVerses Capital
Florida
$730K +$707K +11,900 +2,975%
CCM
1271
Chilton Capital Management
Texas
$730K +$15.9K +268 +2%
IWA
1272
Icon Wealth Advisors
Texas
$730K +$194K +3,268 +36%
LA
1273
Legacy Advisors
Pennsylvania
$728K +$215K +3,626 +42%
SC
1274
Sepio Capital
Utah
$726K -$493K -8,302 -40%
WI
1275
Wintrust Investments
Illinois
$725K -$3.86K -65 -0.5%
49 50
51
52 53