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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 %
PSP
1951
Principal Street Partners
Tennessee
$207K – – –
MFS
1952
Madrona Financial Services
Washington
$206K +$119 +2 +0.1%
TTWM
1953
TCV Trust & Wealth Management
Virginia
$206K – – –
VCM
1954
Versant Capital Management
Arizona
$206K +$69.7K +1,173 +51%
SFC
1955
Sprinkle Financial Consultants
Colorado
$206K – – –
QPW
1956
Quantum Private Wealth
Florida
$206K – – –
CTWM
1957
Cherry Tree Wealth Management
Minnesota
$205K – – –
GA
1958
Geller Advisors
New York
$205K +$205K +3,450 New
LSA
1959
Lion Street Advisors
Texas
$204K +$204K +3,438 New
JWS
1960
Juncture Wealth Strategies
Arizona
$204K +$204K +3,430 New
CAWM
1961
Capital Advisors Wealth Management
Washington
$203K +$203K +3,418 New
SPAS
1962
Spectrum Planning & Advisory Services
California
$203K +$203K +3,529 New
CAM
1963
Claret Asset Management
Quebec, Canada
$202K +$202K +3,402 New
SIC
1964
SFE Investment Counsel
California
$202K +$202K +3,399 New
NJBEST
1965
New Jersey Better Educational Savings Trust
New Jersey
$202K -$238K -4,003 -54%
PSP
1966
Pacific Sage Partners
Washington
$201K +$201K +3,388 New
Kayne Anderson Rudnick Investment Management
1967
Kayne Anderson Rudnick Investment Management
California
$201K -$79.5K -1,338 -28%
CSB
1968
City State Bank
Iowa
$201K -$14.8K -250 -7%
NIC
1969
Northwest Investment Counselors
Oregon
$200K -$44.5K -750 -18%
JSAM
1970
J. Safra Asset Management
New York
$200K +$156K +2,625 +355%
LJHT
1971
Laurie J. Hall Trustee
$199K – – –
BSB
1972
Bangor Savings Bank
Maine
$198K -$594 -10 -0.3%
CAL
1973
Capital Advisors Ltd
Ohio
$198K +$18.3K +307 +10%
WFA
1974
West Financial Advisors
Iowa
$193K -$47.3K -797 -20%
HIM
1975
Hillsdale Investment Management
Ontario, Canada
$187K -$5.94K -100 -3%
77 78
79
80 81