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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 %
AA
1476
Auxano Advisors
Washington
$462K +$7.54K +127 +2%
DA
1477
Doliver Advisors
Texas
$461K – – –
PCP
1478
Proficio Capital Partners
Massachusetts
$461K +$29.8K +501 +7%
FI
1479
Financial Insights
Washington
$460K +$242K +4,078 +111%
AC
1480
AlphaCore Capital
California
$460K -$4.51K -76 -1%
CA
1481
Cambridge Advisors
Nebraska
$458K +$50.6K +852 +12%
MA
1482
MCF Advisors
Kentucky
$457K -$13.3K -224 -3%
GL
1483
GHE LLC
Tennessee
$457K -$1.78K -30 -0.4%
MFG
1484
Mosaic Financial Group
Illinois
$455K -$57.3K -964 -11%
VST
1485
Van Strum & Towne
California
$454K – – –
BFWA
1486
Benchmark Financial Wealth Advisors
Florida
$454K +$8.55K +144 +2%
VC
1487
Vicus Capital
Pennsylvania
$453K +$61.7K +1,039 +16%
UWPG
1488
Ullmann Wealth Partners Group
Florida
$450K -$416 -7 -0.1%
BA
1489
Bristlecone Advisors
Washington
$448K -$38.5K -648 -8%
TWM
1490
Thrive Wealth Management
Pennsylvania
$445K -$7.07K -119 -2%
IF
1491
Integrity Financial
Wyoming
$445K +$445K +7,498 New
KP
1492
Keel Point
Alabama
$445K +$91.5K +1,731 +26%
FA
1493
Faithward Advisors
Pennsylvania
$445K -$13.9K -234 -3%
AWE
1494
Avidian Wealth Enterprises
Texas
$442K +$83.9K +1,413 +23%
CWS
1495
Confluence Wealth Services
Pennsylvania
$440K -$594 -10 -0.1%
SSA
1496
Sierra Summit Advisors
Nevada
$440K +$27.7K +467 +7%
BCCM
1497
Bridge Creek Capital Management
Massachusetts
$439K – – –
IDA
1498
Intelligence Driven Advisers
California
$439K +$439K +7,385 New
SWA
1499
Stratos Wealth Advisors
Ohio
$437K -$22.8K -384 -5%
MAWA
1500
Moss Adams Wealth Advisors
Washington
$437K +$109K +1,830 +33%
58 59
60
61 62