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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 %
WA
1526
Waddell & Associates
Tennessee
$424K +$35.5K +598 +9%
M1FG
1527
Mach-1 Financial Group
Arkansas
$423K +$52.5K +884 +14%
NHT
1528
New Hampshire Trust
New Hampshire
$422K – – –
SAM
1529
S.A. Mason
Michigan
$422K – – –
SB
1530
Simmons Bank
Arkansas
$422K -$24.4K -410 -5%
SVWAG
1531
Sound View Wealth Advisors Group
Georgia
$421K -$11.9K -201 -3%
GAA
1532
Global Assets Advisory
Florida
$420K -$2.28M -38,436 -84%
JWBC
1533
John W. Brooker & Co
California
$420K +$10.2K +171 +2%
WMP
1534
Wealth Management Partners
Arizona
$420K +$420K +7,073 New
SAM
1535
Sequent Asset Management
Texas
$420K +$420K +7,073 New
CB
1536
Cadence Bank
Mississippi
$419K -$1.78K -30 -0.4%
KSWA
1537
Kathleen S. Wright Associates
Pennsylvania
$417K -$1.12K -19 -0.3%
SW
1538
SteelPeak Wealth
California
$416K -$630K -10,602 -60%
OFG
1539
Oxford Financial Group
Indiana
$416K +$113K +1,895 +37%
LC
1540
Lincoln Capital
Nebraska
$416K +$20.3K +341 +5%
KA
1541
Kearns & Associates
California
$416K – – –
WC
1542
Westhampton Capital
North Carolina
$415K – – –
WTA
1543
Washington Trust Advisors
Massachusetts
$415K -$14.8K -250 -3%
NWWA
1544
New Wave Wealth Advisors
Arkansas
$414K +$414K +6,975 New
SC
1545
Schulhoff & Co
Ohio
$414K +$119 +2 +0%
AIA
1546
Alera Investment Advisors
Illinois
$412K +$412K +6,940 New
MA
1547
MONECO Advisors
Connecticut
$412K -$2.24M -37,632 -84%
WOC
1548
West Oak Capital
California
$411K +$32.7K +550 +9%
BFG
1549
Bouchey Financial Group
New York
$410K +$178 +3 +0%
FFG
1550
Fortem Financial Group
California
$410K -$11.1K -187 -3%
60 61
62
63 64