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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 %
CCB
1751
Cutter & Co Brokerage
Missouri
$289K +$475 +8 +0.2%
SL
1752
Salomon & Ludwin
Virginia
$288K -$19.2K -324 -6%
GWM
1753
Guardian Wealth Management
Illinois
$288K -$22K -370 -7%
FC
1754
Forte Capital
New York
$288K -$11.9K -200 -4%
VDI
1755
Vaughan David Investments
Illinois
$288K – – –
MW
1756
MBL Wealth
North Carolina
$287K +$6.65K +112 +2%
WCA
1757
Waypoint Capital Advisors
Minnesota
$287K +$23.6K +398 +9%
CWM
1758
Connecticut Wealth Management
Connecticut
$286K +$286K +4,817 New
GP
1759
Girard Partners
Pennsylvania
$286K -$3.03K -51 -1%
WMA
1760
Wealth Management Associates
New Jersey
$286K – – –
AC
1761
AXQ Capital
New Jersey
$285K +$285K +4,799 New
RA
1762
Rational Advisors
New York
$285K +$180K +3,023 +170%
KFC
1763
Klingenstein Fields & Co
New York
$284K +$119 +2 +0%
HKIM
1764
Hayek Kallen Investment Management
Alabama
$283K – – –
CWA
1765
Cornerstone Wealth Advisors
Minnesota
$283K -$11.3K -190 -4%
GJWM
1766
Gilliland Jeter Wealth Management
Arkansas
$282K – – –
MSA
1767
Marino Stram & Associates
Massachusetts
$281K -$13.8K -233 -5%
HWA
1768
Heartwood Wealth Advisors
Virginia
$280K +$73.3K +1,235 +35%
TWA
1769
Talisman Wealth Advisors
New Jersey
$280K +$2.97K +50 +1%
ORC
1770
O'Rourke & Company
Massachusetts
$280K +$178 +3 +0.1%
RWA
1771
Redhawk Wealth Advisors
Minnesota
$280K -$31.5K -530 -10%
BCM
1772
Buckhead Capital Management
Georgia
$278K +$13.4K +225 +5%
CSC
1773
Caldwell Sutter Capital
California
$278K -$23.4K -394 -8%
FCAS
1774
First Command Advisory Services
Texas
$278K -$4.51K -76 -2%
AMBIA
1775
Allen Mooney & Barnes Investment Advisors
Georgia
$278K +$6.36K +107 +2%
69 70
71
72 73