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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 %
HI
1426
Hudock Inc
Pennsylvania
$520K +$59 +1 +0%
AMG
1427
Advisors Management Group
Wisconsin
$520K -$27.2K -457 -5%
FWP
1428
FAS Wealth Partners
Kansas
$520K +$1.66K +28 +0.3%
NIM
1429
Northeast Investment Management
Massachusetts
$519K – – –
RMDI
1430
R.M. Davis Inc
Maine
$518K – – –
BCA
1431
Bray Capital Advisors
Florida
$517K +$297 +5 +0.1%
EWM
1432
Evermay Wealth Management
Virginia
$517K – – –
SC
1433
Summa Corp
Texas
$517K – – –
BAM
1434
Belpointe Asset Management
Nevada
$514K -$592K -9,967 -54%
LA
1435
LVW Advisors
New York
$514K -$33.3K -561 -6%
WPWM
1436
Western Pacific Wealth Management
Illinois
$509K -$9.74K -164 -2%
VA
1437
Valmark Advisers
Ohio
$509K +$78.5K +1,321 +18%
AMIM
1438
Aull & Monroe Investment Management
Alabama
$507K – – –
FPCP
1439
Fort Point Capital Partners
California
$507K -$8.91K -150 -2%
KCM
1440
Kathmere Capital Management
Pennsylvania
$505K +$35.2K +592 +7%
FB
1441
First Bancorp
Maine
$505K -$2.97K -50 -0.6%
WSFS
1442
Wilmington Savings Fund Society
Delaware
$502K +$198K +3,332 +65%
SXL
1443
Summit X LLC
Missouri
$499K +$271K +4,640 +119%
SCA
1444
Sippican Capital Advisors
Massachusetts
$493K – – –
AP
1445
Americana Partners
Texas
$492K +$17K +286 +4%
GC
1446
Gratus Capital
Georgia
$492K +$80.5K +1,356 +20%
SFG
1447
SNS Financial Group
Minnesota
$491K -$25.2K -424 -5%
FCIM
1448
Fairview Capital Investment Management
California
$490K -$50.5K -850 -9%
WA
1449
Wealth Architects
California
$490K -$1.84K -31 -0.4%
IB
1450
Intrust Bank
Kansas
$488K -$19.2K -323 -4%
56 57
58
59 60