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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 %
FA
1876
FDx Advisors
Illinois
$233K -$1.18M -19,884 -84%
BAM
1877
Blueshift Asset Management
New Jersey
$233K +$233K +3,920 New
1CP
1878
17 Capital Partners
Arizona
$233K -$2.85K -48 -1%
PAG
1879
Powers Advisory Group
Illinois
$233K -$33.6K -565 -13%
AT
1880
American Trust
Kentucky
$232K +$10.4K +175 +5%
PCA
1881
Peddock Capital Advisors
Massachusetts
$232K – – –
GFG
1882
Goldstone Financial Group
Illinois
$232K +$25.6K +431 +12%
XSC
1883
X-Square Capital
Puerto Rico
$231K -$14.6K -246 -6%
WI
1884
Wedgewood Investors
Pennsylvania
$231K +$231K +3,884 New
CAM
1885
Cozad Asset Management
Illinois
$231K +$14.3K +241 +7%
FSC
1886
Full Sail Capital
Oklahoma
$230K +$4.57K +77 +2%
FPF
1887
First Pacific Financial
Washington
$230K – – –
NFG
1888
Nations Financial Group
Iowa
$229K -$134K -2,258 -37%
BDF
1889
Black Diamond Financial
Maryland
$229K +$229K +3,855 New
PWM
1890
Power Wealth Management
Georgia
$229K +$11.5K +193 +5%
CCA
1891
Cottonwood Capital Advisors
Utah
$229K +$180 +3 +0.1%
HC
1892
Hara Capital
Washington
$228K -$2.91K -49 -1%
OHWP
1893
Oak Harbor Wealth Partners
North Carolina
$228K -$48.2K -811 -17%
PH
1894
Pinnacle Holdings
Oklahoma
$228K -$17.5K -295 -7%
PBF
1895
Petix & Botte Financial
California
$227K +$227K +3,828 New
BWP
1896
Bernardo Wealth Planning
Pennsylvania
$227K – – –
TF
1897
Tompkins Financial
New York
$227K – – –
MCCA
1898
Mill Creek Capital Advisors
Pennsylvania
$227K +$227K +3,816 New
ABLA
1899
Alan B. Lancz & Associates
Ohio
$226K +$226K +3,800 New
FFA
1900
First Foundation Advisors
California
$226K – – –
74 75
76
77 78