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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
32.54%
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 %
PPP
2276
Private Portfolio Partners
New Jersey
– -$611K -10,548 Closed
OWM
2277
OneAscent Wealth Management
Alabama
– -$564K -9,725 Closed
ES
2278
Eagle Strategies
New York
– -$539K -9,293 Closed
XT
2279
XTX Topco
Cayman Islands
– -$521K -8,988 Closed
DFG
2280
Delta Financial Group
New Jersey
– -$515K -8,892 Closed
FCA
2281
Fortis Capital Advisors
Kansas
– -$463K -7,996 Closed
MC
2282
Maverick Capital
Texas
– -$453K -7,818 Closed
EW
2283
Evoke Wealth
California
– -$444K -7,663 Closed
TCM
2284
Traynor Capital Management
Pennsylvania
– -$442K -7,626 Closed
AM
2285
AGF Management
Ontario, Canada
– -$433K -7,463 Closed
CBFP
2286
Cedar Brook Financial Partners
Ohio
– -$422K -7,282 Closed
CM
2287
Capula Management
Cayman Islands
– -$416K -7,178 Closed
SCM
2288
Stevens Capital Management
Pennsylvania
– -$394K -6,795 Closed
AIA
2289
Arbor Investment Advisors
North Carolina
– -$387K -6,671 Closed
CWA
2290
CM Wealth Advisors
Ohio
– -$401K -6,662 Closed
NVCHI
2291
New Vernon Capital Holdings II
New Jersey
– -$382K -6,584 Closed
CST
2292
Charles Schwab Trust
Nevada
– -$371K -6,400 Closed
AIA
2293
Angeles Investment Advisors
California
– -$346K -5,962 Closed
PVH
2294
Psagot Value Holdings
Israel
– -$334K -5,757 Closed
NIM
2295
Nexus Investment Management
Ontario, Canada
– -$319K -5,500 Closed
NL
2296
NWAM LLC
Washington
– -$327K -5,454 Closed
PS
2297
Portfolio Strategies
New York
– -$310K -5,349 Closed
BWA
2298
Brave Warrior Advisors
New York
– -$304K -5,250 Closed
BCM
2299
BluePath Capital Management
Georgia
– -$300K -5,182 Closed
Bank Julius Baer & Co
2300
Bank Julius Baer & Co
Switzerland
– -$293K -5,056 Closed
90 91
92
93 94