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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 %
MPCG
1701
Matrix Private Capital Group
New York
$311K +$4.34K +73 +1%
BIC
1702
Beach Investment Counsel
Pennsylvania
$311K – – –
CGH
1703
CMG Global Holdings
Texas
$310K -$67.9K -1,143 -18%
BMMM
1704
Boston Mountain Money Management
Arkansas
$309K – – –
DWM
1705
Denver Wealth Management
Colorado
$309K -$12.5K -210 -4%
MA
1706
MKT Advisors
California
$308K +$479 +8 +0.2%
TCWA
1707
Turtle Creek Wealth Advisors
Texas
$308K +$55.1K +927 +22%
PVI
1708
Pine Valley Investments
New Jersey
$308K +$59 +1 +0%
RPWA
1709
Regent Peak Wealth Advisors
Georgia
$307K +$16.2K +272 +6%
PP
1710
Pegasus Partners
Wisconsin
$306K – – –
CD
1711
Chapin Davis
Maryland
$305K -$1.6K -27 -0.5%
MFA
1712
Mayflower Financial Advisors
Massachusetts
$305K +$39.3K +661 +15%
HWM
1713
Hohimer Wealth Management
Washington
$304K -$11.9K -200 -4%
BWA
1714
Burt Wealth Advisors
Maryland
$304K – – –
CFO
1715
CVA Family Office
Colorado
$304K +$1.72K +29 +0.6%
EI
1716
Ellevest Inc
New York
$303K -$7.54K -127 -2%
WPP
1717
Whalerock Point Partners
Rhode Island
$303K – – –
BHIA
1718
Birch Hill Investment Advisors
Massachusetts
$302K – – –
AI
1719
AXS Investments
New York
$300K -$76.6K -1,289 -20%
MAG
1720
Mokosak Advisory Group
Iowa
$299K +$1.54K +26 +0.5%
LFG
1721
Larson Financial Group
Missouri
$299K +$196K +3,305 +191%
HR
1722
Howe & Rusling
New York
$299K -$18.4K -310 -6%
CTA
1723
Colonial Trust Advisors
South Carolina
$297K +$22.2K +373 +8%
VV
1724
Verity & Verity
South Carolina
$297K – – –
MJP
1725
Michael J. Puzo
$297K – – –
67 68
69
70 71