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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 %
EA
1451
Everpar Advisors
Oklahoma
$484K +$31.8K +536 +7%
CIC
1452
Cutler Investment Counsel
Oregon
$483K – – –
BFG
1453
Berger Financial Group
Minnesota
$483K +$42.5K +716 +10%
LI
1454
LRI Investments
Florida
$482K +$204K +3,437 +73%
BWG
1455
Beta Wealth Group
California
$482K -$713 -12 -0.1%
NP
1456
Nilsine Partners
Colorado
$482K +$950 +16 +0.2%
MMG
1457
Monetary Management Group
Missouri
$479K – – –
RCA
1458
Resonant Capital Advisors
Wisconsin
$479K +$99.1K +1,669 +26%
OWIM
1459
Old West Investment Management
California
$477K +$477K +8,037 New
LFA
1460
Lauterbach Financial Advisors
Texas
$477K +$2.77K +52 +0.6%
DWM
1461
Destination Wealth Management
California
$476K +$476K +8,021 New
TAM
1462
Titleist Asset Management
Texas
$476K +$8.67K +146 +2%
BTIM
1463
BancFirst Trust & Investment Management
Oklahoma
$476K +$17.7K +309 +4%
FMB
1464
Field & Main Bank
Kentucky
$476K +$67K +1,128 +16%
LA
1465
Lakeside Advisors
Washington
$476K -$11.5K -194 -2%
SCP
1466
Sivia Capital Partners
California
$474K -$138K -2,330 -23%
FTIS
1467
First Trust Investment Solutions
Florida
$474K +$58K +976 +14%
WDL
1468
Well Done LLC
Michigan
$473K +$39.1K +658 +9%
ICP
1469
Interchange Capital Partners
Pennsylvania
$472K +$257K +4,322 +119%
ONST
1470
Old North State Trust
North Carolina
$471K – – –
CAM
1471
Campion Asset Management
Virginia
$467K -$8.91K -150 -2%
SFB
1472
STAR Financial Bank
Indiana
$466K -$24.8K -418 -5%
WC
1473
Weil Company
California
$464K -$831 -14 -0.2%
MAM
1474
McCarthy Asset Management
California
$463K -$102K -1,720 -18%
SIG
1475
Sky Investment Group
Connecticut
$462K -$594 -10 -0.1%
57 58
59
60 61