WFC icon

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 %
EWA
1851
Encompass Wealth Advisors
Oregon
$241K +$416 +7 +0.2%
BBPWM
1852
Blue Bell Private Wealth Management
Pennsylvania
$241K -$7.07K -119 -3%
TFCP
1853
Twin Focus Capital Partners
Massachusetts
$240K – – –
BFM
1854
Boston Financial Management
Massachusetts
$240K +$17.2K +289 +8%
WC
1855
Woodstock Corp
Massachusetts
$239K -$10.4K -175 -4%
NDSI
1856
Newman Dignan & Sheerar Inc
Rhode Island
$239K +$11.9K +200 +5%
SW
1857
Solidarity Wealth
Utah
$239K – – –
SFC
1858
SYM Financial Corp
Indiana
$239K +$239K +4,020 New
HWMG
1859
Hurlow Wealth Management Group
Indiana
$239K – – –
UBV
1860
United Bank (Virginia)
Virginia
$238K – – –
UCB
1861
United Community Bank
South Carolina
$237K -$5.64K -95 -2%
WIM
1862
Warwick Investment Management
Texas
$237K -$59.7K -1,005 -20%
EFA
1863
Evernest Financial Advisors
Indiana
$237K +$237K +3,987 New
ANB
1864
Amarillo National Bank
Texas
$237K -$29.7K -500 -11%
SWIG
1865
Strategic Wealth Investment Group
Kentucky
$236K +$236K +3,897 New
SAM
1866
SignalPoint Asset Management
Missouri
$236K -$3.5K -59 -1%
MPW
1867
Monterey Private Wealth
California
$236K +$236K +3,969 New
OWMIAS
1868
One Wealth Management Investment & Advisory Services
Florida
$235K -$6.89K -116 -3%
MRCM
1869
M&R Capital Management
New Jersey
$235K +$475 +8 +0.2%
TW
1870
Towerpoint Wealth
California
$234K +$22.9K +385 +11%
CPC
1871
Consolidated Planning Corp
Georgia
$234K -$55K -926 -19%
CFC
1872
Coyle Financial Counsel
Illinois
$234K – – –
FPFS
1873
First Personal Financial Services
North Carolina
$234K -$21.4K -361 -8%
FCB
1874
First County Bank
Connecticut
$233K -$13.1K -220 -5%
MSAM
1875
Moloney Securities Asset Management
Missouri
$233K -$7.25K -122 -3%
73 74
75
76 77