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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 %
FFA
1926
Florida Financial Advisors
Florida
$215K +$215K +3,621 New
HFS
1927
Hantz Financial Services
Michigan
$214K -$3.15K -53 -1%
FMN
1928
Financial Management Network
California
$213K -$8.88K -149 -4%
CC
1929
Copperleaf Capital
North Carolina
$213K -$11.3K -191 -5%
FAT
1930
First American Trust
California
$212K +$212K +3,568 New
CHP
1931
Cable Hill Partners
Oregon
$212K +$212K +3,566 New
FWM
1932
Finer Wealth Management
Massachusetts
$211K -$1.78K -30 -0.8%
PWMG
1933
Pinnacle Wealth Management Group
Michigan
$211K – – –
W
1934
Wealthquest
Ohio
$211K -$3.62K -61 -2%
KWM
1935
Keebeck Wealth Management
Illinois
$210K – – –
OA
1936
Oxbow Advisors
Texas
$210K – – –
DIP
1937
DT Investment Partners
Pennsylvania
$209K +$94.1K +1,584 +82%
CF
1938
Convergence Financial
Missouri
$209K +$209K +3,518 New
BFA
1939
Buttonwood Financial Advisors
Maryland
$209K -$59 -1 -0%
MCWS
1940
McKinley Carter Wealth Services
West Virginia
$209K +$1.25K +21 +0.6%
IA
1941
IFG Advisory
Georgia
$209K +$209K +3,511 New
CPCP
1942
Cedar Point Capital Partners
Iowa
$208K -$3.21K -54 -2%
RWM
1943
RKL Wealth Management
Pennsylvania
$208K -$1.96K -33 -0.9%
A
1944
AJOVista
Massachusetts
$208K – – –
SFG
1945
Sunburst Financial Group
Alabama
$208K +$208K +3,501 New
DAM
1946
Deltec Asset Management
New York
$208K – – –
AAP
1947
Arax Advisory Partners
Colorado
$208K +$54.4K +916 +35%
SEP
1948
Southland Equity Partners
Missouri
$207K +$207K +3,492 New
BWAM
1949
Boyd Watterson Asset Management
Ohio
$207K – – –
NG
1950
Northstar Group
New York
$207K – – –
76 77
78
79 80