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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 %
QL
2026
Quarry LP
New York
$105K +$105K +1,768 New
AA
2027
Addison Advisors
Vermont
$105K +$15.6K +263 +17%
NC
2028
Nixon Capital
Texas
$102K – – –
ATC
2029
Adirondack Trust Company
New York
$102K – – –
RTC
2030
Riverview Trust Company
Washington
$102K – – –
FCT
2031
First Community Trust
Iowa
$101K +$26K +437 +34%
WFS
2032
Widmann Financial Services
Maryland
$101K +$101K +1,703 New
KFI
2033
Key Financial Inc
Pennsylvania
$100K +$12.4K +209 +14%
AWM
2034
Abound Wealth Management
Tennessee
$100K +$416 +7 +0.4%
RL
2035
Rogco LP
Oklahoma
$98.9K – – –
EBA
2036
Eagle Bay Advisors
New York
$98K -$77.8K -1,310 -44%
MIM
2037
Macroview Investment Management
Maryland
$97.1K +$8.02K +135 +9%
FFA
2038
Frazier Financial Advisors
Ohio
$95.4K +$3.74K +63 +4%
HWA
2039
Heritage Wealth Advisors
Virginia
$95.4K – – –
BHWM
2040
Bay Harbor Wealth Management
Maryland
$93.7K +$1.6K +27 +2%
RFG
2041
RFP Financial Group
Georgia
$93.5K +$67.3K +1,134 +258%
SIC
2042
SJS Investment Consulting
Ohio
$90.8K -$3.39K -57 -4%
IBOK
2043
Independence Bank of Kentucky
Kentucky
$90K – – –
TSMHT
2044
Thurston Springer Miller Herd & Titak
Indiana
$88.8K +$88.8K +1,495 New
CHA
2045
Carmichael Hill & Associates
Maryland
$88.2K -$61.6K -1,037 -41%
WOSD
2046
WFA of San Diego
California
$86.7K +$86.7K +1,460 New
HCM
2047
Hollencrest Capital Management
California
$86.5K – – –
UIA
2048
Ulland Investment Advisors
Minnesota
$85K – – –
CT
2049
Clearstead Trust
Maine
$85K -$11K -186 -12%
GWSG
2050
GPS Wealth Strategies Group
Colorado
$84.9K +$21.4K +360 +34%
80 81
82
83 84