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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 %
TNBTD
1826
Trustmark National Bank Trust Department
Mississippi
$251K -$93.9K -1,581 -27%
MCP
1827
Mirador Capital Partners
California
$251K -$9.32K -157 -4%
DIG
1828
DeepCurrents Investment Group
New York
$251K -$176K -2,958 -41%
IA
1829
IFG Advisors
Missouri
$250K – – –
EIP
1830
Ellis Investment Partners
Pennsylvania
$250K +$250K +4,208 New
PCMC
1831
Private Capital Management (Colorado)
Colorado
$249K -$13.4K -225 -5%
JHP
1832
James Hambro & Partners
United Kingdom
$249K – – –
HA
1833
HC Advisors
Georgia
$249K -$11.3K -190 -4%
CWM
1834
Concentrum Wealth Management
California
$248K -$5.17K -87 -2%
MWM
1835
MinichMacGregor Wealth Management
New York
$248K – – –
CFG
1836
Cooper Financial Group
California
$247K -$89.8K -1,512 -27%
GAM
1837
Gould Asset Management
California
$247K – – –
AT
1838
Arden Trust
Delaware
$247K – – –
THL
1839
Tillman Hartley LLC
Colorado
$246K – – –
OCM
1840
Osterweis Capital Management
California
$246K – – –
CCA
1841
Cravens & Co Advisors
Tennessee
$245K – – –
CMAI
1842
Capital Management Associates Inc
Minnesota
$245K +$245K +4,121 New
CIS
1843
Custom Index Systems
New York
$245K -$42.3K -713 -15%
AWM
1844
Avaii Wealth Management
Wisconsin
$244K -$33.8K -569 -12%
SIAG
1845
Safeguard Investment Advisory Group
California
$244K +$244K +4,105 New
WP
1846
WealthPLAN Partners
Nebraska
$244K -$8.73K -147 -3%
FSA
1847
Financial Security Advisor
Virginia
$244K +$772 +13 +0.3%
IIM
1848
Ipswich Investment Management
Massachusetts
$244K – – –
KFS
1849
Keynote Financial Services
Connecticut
$243K – – –
RWP
1850
Revolve Wealth Partners
New Jersey
$243K +$8.49K +143 +4%
72 73
74
75 76