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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 %
QWM
1351
Quadcap Wealth Management
Texas
$591K -$15.2K -256 -3%
CWM
1352
Circle Wealth Management
New Jersey
$590K -$336K -5,665 -36%
GSC
1353
G&S Capital
Colorado
$590K -$57.4K -994 -9%
SQA
1354
Simon Quick Advisors
New Jersey
$590K +$105K +1,760 +22%
MCM
1355
Monument Capital Management
Virginia
$588K +$2.14K +36 +0.4%
BMC
1356
Beaton Management Company
Massachusetts
$588K -$5.94K -100 -1%
AA
1357
Alta Advisers
United Kingdom
$588K – – –
WB
1358
Webster Bank
Connecticut
$587K -$15.7K -265 -3%
BFC
1359
Bedel Financial Consulting
Indiana
$585K +$1.13K +19 +0.2%
RT
1360
Rockland Trust
Massachusetts
$585K -$39.6K -666 -6%
IFWM
1361
Institute for Wealth Management
Colorado
$585K -$32.5K -547 -5%
Financial Engines Advisors
1362
Financial Engines Advisors
California
$580K +$40.4K +680 +7%
BFM
1363
Boothbay Fund Management
New York
$580K -$1.32M -22,263 -70%
AIM
1364
Athena Investment Management
California
$580K -$19.7K -332 -3%
SCM
1365
Sterneck Capital Management
Missouri
$579K -$67.1K -1,129 -10%
RCM
1366
RB Capital Management
Nevada
$577K -$5.11K -86 -0.9%
CCG
1367
Catalina Capital Group
California
$577K +$122K +2,051 +27%
RCWM
1368
Royal Capital Wealth Management
Indiana
$575K +$713 +12 +0.1%
VP
1369
Verum Partners
North Carolina
$573K +$1.25K +21 +0.2%
TIM
1370
Thompson Investment Management
Wisconsin
$573K -$1.87M -31,472 -77%
IHWM
1371
Iron Horse Wealth Management
Iowa
$572K -$8.85K -149 -2%
HFM
1372
Hartford Financial Management
Connecticut
$570K – – –
STA
1373
Smith Thornton Advisors
Alabama
$570K +$570K +9,591 New
GIA
1374
Gladstone Institutional Advisory
Florida
$568K +$103K +1,732 +22%
HI
1375
Humankind Investments
New York
$568K +$74.2K +1,250 +15%
53 54
55
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