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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 %
HC
1726
Hourglass Capital
Texas
$297K – – –
AWM
1727
Ameliora Wealth Management
Switzerland
$297K – – –
LWCFA
1728
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K – – –
PCG
1729
Prosperity Consulting Group
Maryland
$297K +$20.7K +349 +8%
QFA
1730
Quantum Financial Advisors
California
$296K – – –
CAMV
1731
Concord Asset Management (Virginia)
Virginia
$296K +$39.1K +658 +15%
VF
1732
Vest Financial
Virginia
$296K -$5.52K -93 -2%
LWL
1733
Leo Wealth LLC
Texas
$294K +$10.1K +168 +4%
GA
1734
GFS Advisors
Texas
$294K -$3.34M -4,548 -92%
WF
1735
WoodTrust Financial
Wisconsin
$294K – – –
GCP
1736
GSA Capital Partners
United Kingdom
$294K +$294K +4,949 New
SB
1737
Strategic Blueprint
Georgia
$294K -$56.2K -946 -16%
FCMT
1738
Founders Capital Management (Texas)
Texas
$293K – – –
BWM
1739
Baron Wealth Management
Michigan
$293K -$33.7K -567 -10%
WH
1740
Willner & Heller
California
$293K +$1.72K +29 +0.6%
PCM
1741
Prelude Capital Management
New York
$292K +$51.1K +860 +21%
S
1742
Sachetta
Massachusetts
$292K +$12.8K +213 +5%
SP
1743
Successful Portfolios
Florida
$292K -$80.1K -1,349 -22%
CCM
1744
Check Capital Management
California
$292K -$8.91K -150 -3%
WAM
1745
Walker Asset Management
Missouri
$291K +$1.49K +25 +0.5%
BAM
1746
Brave Asset Management
New Jersey
$291K +$291K +4,905 New
PCM
1747
Penserra Capital Management
California
$291K -$47.3K -796 -14%
MSWM
1748
McGlone Suttner Wealth Management
Wisconsin
$290K +$30.8K +625 +12%
SGCA
1749
Steel Grove Capital Advisors
Tennessee
$290K -$150K -2,518 -34%
SWS
1750
SYSTM Wealth Solutions
Illinois
$289K -$1.6M -26,859 -85%
68 69
70
71 72