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 %
WG
1901
Winton Group
United Kingdom
$225K +$225K +3,787 New
IWP
1902
Invenio Wealth Partners
Florida
$225K -$16.9K -284 -7%
MW
1903
Maia Wealth
Colorado
$225K +$225K +3,889 New
BC
1904
Brio Consultants
California
$224K – – –
HWM
1905
HRC Wealth Management
Idaho
$224K +$594 +10 +0.3%
HWMO
1906
Heritage Wealth Management (Ohio)
Ohio
$223K +$223K +3,745 New
BL
1907
Balentine LLC
Georgia
$223K -$1.19M -20,099 -84%
WP
1908
WMS Partners
Maryland
$223K +$223K +3,753 New
RA
1909
Rise Advisors
New York
$222K +$1.31K +22 +0.6%
OR
1910
Olympiad Research
Connecticut
$222K +$222K +3,732 New
BFO
1911
Boston Family Office
Massachusetts
$220K – – –
VFPI
1912
Vantage Financial Partners (Illinois)
Illinois
$220K – – –
CB
1913
Centennial Bank
Arkansas
$219K -$17.5K -295 -7%
VSQM
1914
V-Square Quantitative Management
Illinois
$219K -$808K -13,607 -79%
HBW
1915
Hazlett, Burt & Watson
West Virginia
$219K – – –
EWS
1916
Eagle Wealth Strategies
New Jersey
$219K -$1.72K -29 -0.8%
AF
1917
Affiance Financial
Minnesota
$219K – – –
TW
1918
Traveka Wealth
California
$219K +$59 +1 +0%
BMCM
1919
Bryn Mawr Capital Management
Pennsylvania
$218K – – –
ZF
1920
Zhang Financial
Michigan
$218K +$218K +3,674 New
EWM
1921
Endowment Wealth Management
Wisconsin
$218K +$3.92K +66 +2%
SFO
1922
Stokes Family Office
Louisiana
$217K +$217K +3,654 New
OWA
1923
Outlook Wealth Advisors
Texas
$217K +$416 +7 +0.2%
NCM
1924
Novare Capital Management
North Carolina
$217K +$217K +3,649 New
SWM
1925
Seed Wealth Management
Illinois
$216K – – –
75 76
77
78 79