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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 %
EFL
1501
ERn Financial LLC
Wisconsin
$437K +$36.3K +612 +9%
TH
1502
TCTC Holdings
Texas
$437K +$1.07K +18 +0.2%
FFA
1503
Founders Financial Alliance
North Carolina
$437K +$22.5K +378 +5%
FDS
1504
First Dallas Securities
Texas
$437K – – –
PCI
1505
Pacifica Capital Investments
Texas
$436K – – –
HT
1506
Heritage Trust
Oklahoma
$435K +$5.94K +100 +1%
DIM
1507
Delta Investment Management
California
$435K – – –
CTC (Chicago Trading Company)
1508
CTC (Chicago Trading Company)
Illinois
$434K +$434K +7,314 New
GWANC
1509
Guardian Wealth Advisors (North Carolina)
North Carolina
$434K -$950 -16 -0.2%
CL
1510
COWA LLC
Oklahoma
$434K -$5.94K -100 -1%
FAM
1511
Formidable Asset Management
Ohio
$433K -$311K -5,232 -42%
FNBTCON
1512
First National Bank & Trust Co of Newtown
Pennsylvania
$433K – – –
UAG
1513
United Advisor Group
Ohio
$432K +$432K +7,280 New
BLC
1514
Brown, Lisle/Cummings
Rhode Island
$431K +$191K +3,210 +79%
PWA
1515
Physician Wealth Advisors
Utah
$431K +$181 +3 +0%
WCG
1516
Weaver Consulting Group
California
$431K -$78.4K -1,320 -15%
SCM
1517
Steele Capital Management
Iowa
$431K -$105K -1,775 -20%
LA
1518
Lynch & Associates
Indiana
$431K – – –
CA
1519
Cornerstone Advisory
Maryland
$430K +$1.84K +31 +0.4%
AC
1520
Addison Capital
Pennsylvania
$429K +$85.6K +1,441 +25%
AFT
1521
Alpha Family Trust
California
$429K – – –
PSB
1522
Piscataqua Savings Bank
New Hampshire
$428K -$2.26K -38 -0.5%
PP
1523
Patten & Patten
Tennessee
$427K +$59.4K +1,000 +16%
CWP
1524
Concord Wealth Partners
Virginia
$426K -$155K -2,609 -27%
SAM
1525
Summit Asset Management
Tennessee
$425K +$20.8K +350 +5%
59 60
61
62 63