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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 %
FMTC
1326
Farmers & Merchants Trust Company
California
$633K -$679K -11,439 -52%
PWMG
1327
Prestige Wealth Management Group
New Jersey
$633K +$537K +9,050 +564%
ACP
1328
Aviance Capital Partners
Florida
$633K +$86.1K +1,450 +16%
HTI
1329
Hikari Tsushin Inc
Japan
$631K – – –
BBNA
1330
Bremer Bank National Association
Minnesota
$628K -$105K -1,776 -14%
CBA
1331
Coastal Bridge Advisors
Connecticut
$627K – – –
CIC
1332
Crawford Investment Counsel
Georgia
$625K -$85.2K -1,434 -12%
WIC
1333
Woodmont Investment Counsel
Tennessee
$624K -$19.1K -321 -3%
OPCM
1334
Osborne Partners Capital Management
California
$624K – – –
LWP
1335
LMG Wealth Partners
Louisiana
$622K +$2.97K +50 +0.5%
Capstone Investment Advisors
1336
Capstone Investment Advisors
New York
$622K -$497K -8,361 -44%
WBC
1337
West Branch Capital
Massachusetts
$614K +$125K +2,102 +26%
GTAM
1338
Global Trust Asset Management
Florida
$613K -$8.61K -145 -1%
AWAP
1339
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$611K -$51K -859 -8%
SSWM
1340
Sheets Smith Wealth Management
North Carolina
$611K +$7.13K +120 +1%
SC
1341
Steph & Co
Wisconsin
$609K – – –
JC
1342
Jacobs & Co
California
$608K -$18.7K -315 -3%
KFGK
1343
Keystone Financial Group (Kentucky)
Kentucky
$605K +$24K +404 +4%
SCM
1344
Sebold Capital Management
Illinois
$603K -$30.3K -510 -5%
SSB
1345
Sandy Spring Bank
Maryland
$601K -$25.2K -425 -4%
QPWM
1346
Quadrant Private Wealth Management
Pennsylvania
$594K -$41.7K -702 -7%
KLCM
1347
KG&L Capital Management
Louisiana
$594K +$36.6K +698 +7%
PCM
1348
PAR Capital Management
Massachusetts
$594K – – –
MM
1349
MQS Management
New York
$593K +$225K +3,790 +61%
ZIG
1350
Zuckerman Investment Group
Illinois
$592K – – –
52 53
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