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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 %
JAIC
1626
Josh Arnold Investment Consultant
Minnesota
$356K – – –
KNW
1627
Kesler Norman & Wride
Utah
$356K +$1.13K +19 +0.3%
AF
1628
Arrow Financial
New York
$356K -$16.6K -280 -4%
SFS
1629
Stiles Financial Services
Minnesota
$356K -$33.7K -567 -9%
LWM
1630
LongView Wealth Management
Georgia
$355K +$355K +5,981 New
SFI
1631
SPC Financial Inc
Maryland
$354K +$59 +1 +0%
OLA
1632
Oliver Luxxe Assets
New Jersey
$353K +$2.32K +39 +0.7%
EMAM
1633
Encompass More Asset Management
California
$353K +$30.4K +512 +9%
AP
1634
Atwood & Palmer
Missouri
$352K – – –
PTB
1635
Pioneer Trust Bank
Oregon
$350K – – –
FFO
1636
Fortitude Family Office
Arizona
$350K +$12.1K +203 +4%
IAG
1637
Investment Advisory Group
Massachusetts
$349K +$1.25K +21 +0.4%
CWG
1638
Cornerstone Wealth Group
North Carolina
$349K +$50K +842 +17%
ACM
1639
Arcataur Capital Management
Wisconsin
$348K -$3.56K -60 -1%
PMSA
1640
Patrick M. Sweeney & Associates
Illinois
$348K +$38.4K +660 +12%
WF
1641
Wayfinding Financial
Washington
$346K -$24.5K -413 -7%
BI
1642
Ballast Inc
Kentucky
$345K +$7.31K +123 +2%
BBW
1643
Blue Barn Wealth
Utah
$345K +$18.7K +315 +6%
ZIG
1644
Zullo Investment Group
Pennsylvania
$345K -$238 -4 -0.1%
CC
1645
Callan Capital
California
$345K +$20.3K +342 +6%
MCA
1646
MSH Capital Advisors
Arizona
$343K +$653 +11 +0.2%
ITIM
1647
Indiana Trust & Investment Management
Indiana
$343K +$45.4K +765 +15%
ST
1648
Smithfield Trust
Pennsylvania
$342K -$4.46K -75 -1%
PCM
1649
Parsons Capital Management
Rhode Island
$342K – – –
VWA
1650
Visionary Wealth Advisors
Illinois
$341K -$39.7K -669 -10%
64 65
66
67 68