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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 %
SWC
1376
Spectrum Wealth Counsel
Indiana
$568K +$40.4K +681 +8%
AP
1377
Appleton Partners
Massachusetts
$568K -$27.5K -463 -5%
MCM
1378
Monarch Capital Management
Indiana
$567K – – –
IIA
1379
Integral Investment Advisors
California
$567K +$43.1K +751 +8%
CP
1380
Creekside Partners
California
$566K +$566K +9,537 New
BIP
1381
Blueprint Investment Partners
North Carolina
$566K +$109K +1,832 +24%
SIM
1382
Sentry Investment Management
Wisconsin
$564K -$674K -11,345 -54%
WFI
1383
West Family Investments
California
$564K – – –
LW
1384
Linscomb Wealth
Texas
$564K +$11.2K +188 +2%
AIM
1385
Aspen Investment Management
Michigan
$563K -$5.94K -100 -1%
WB
1386
West Bancorporation
Iowa
$561K – – –
PWM
1387
Prentice Wealth Management
New York
$560K +$10.9K +184 +2%
OL
1388
OneFund LLC
Florida
$559K +$9.38K +158 +2%
SIM
1389
Stratos Investment Management
Ohio
$558K +$9.8K +165 +2%
PP
1390
PDS Planning
Ohio
$557K +$59.7K +1,005 +12%
BFO
1391
Biltmore Family Office
North Carolina
$557K +$40.5K +682 +8%
PIA
1392
Perennial Investment Advisors
California
$556K -$109K -1,843 -16%
MSFS
1393
Main Street Financial Solutions
Pennsylvania
$556K +$137K +2,301 +33%
RCG
1394
Regatta Capital Group
California
$555K -$9.74K -164 -2%
RCM
1395
Raleigh Capital Management
North Carolina
$553K +$64.3K +1,082 +13%
SC
1396
SouthState Corp
Florida
$553K -$49.4K -832 -8%
HIA
1397
Harbor Investment Advisory
Maryland
$553K -$1.43K -24 -0.3%
RC
1398
Rovin Capital
Arizona
$552K -$340K -5,718 -38%
ST
1399
Spinnaker Trust
Maine
$551K +$31.7K +533 +6%
Koshinski Asset Management
1400
Koshinski Asset Management
Illinois
$550K -$46.2K -771 -8%
54 55
56
57 58