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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 %
SAG
2076
Spotlight Asset Group
Illinois
$64.8K – – –
RWMG
2077
Redwood Wealth Management Group
New Jersey
$64.8K +$64.8K +1,090 New
M
2078
MOTCO
Texas
$64.3K +$59.4K +1,000 +1,220%
AFS
2079
Annapolis Financial Services
Maryland
$63K +$119 +2 +0.2%
AWM
2080
Atticus Wealth Management
Florida
$62.4K – – –
CAM
2081
Creekmur Asset Management
Illinois
$61.2K +$1.43K +24 +2%
FP
2082
Financial Perspectives
Minnesota
$60.1K – – –
TWP
2083
Triad Wealth Partners
Kansas
$59.6K +$59.6K +1,003 New
MIM
2084
Manitou Investment Management
Ontario, Canada
$59.4K -$28.1M -472,307 -100%
CYG
2085
Clean Yield Group
Vermont
$59.4K -$59.4K -1,000 -50%
AIM
2086
Arcadia Investment Management
Michigan
$59.4K – – –
WAM
2087
Westport Asset Management
Connecticut
$59.4K – – –
TCM
2088
TruNorth Capital Management
Michigan
$59.4K +$59.4K +1,000 New
RFS
2089
Richardson Financial Services
Massachusetts
$59.1K – – –
KFP
2090
Keener Financial Planning
Texas
$59K – – –
MB
2091
Mizuho Bank
Japan
$58.2K +$58.2K +980 New
FDCP
2092
Foster Dykema Cabot & Partners
Massachusetts
$58.1K – – –
PAG
2093
Paladin Advisory Group
Iowa
$58K – – –
MAM
2094
Meeder Asset Management
Ohio
$54.7K -$446K -7,505 -89%
LG
2095
LAM Group
Oregon
$53.5K – – –
CBT
2096
Central Bank & Trust
Kentucky
$53.4K – – –
BWL
2097
Bogart Wealth LLC
Virginia
$53.3K +$2.02K +34 +4%
SNB
2098
Security National Bank
Nebraska
$53.2K – – –
CJL
2099
Cyrus J. Lawrence
New York
$53K – – –
CTB
2100
Country Trust Bank
Illinois
$52.9K – – –
82 83
84
85 86