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Wells Fargo
WFC

Overview Fund Activity

2,217 hedge funds and large institutions have $140B invested in Wells Fargo in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 774 increasing their positions, 915 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,217
Holders Change
-20
Holders Change %
-0.89%
% of All Funds
32.07%
Holding in Top 10
60
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-22.08%
% of All Funds
0.87%
New
165
Increased
774
Reduced
915
Closed
158
Calls
$2.94B
Puts
$3.72B
Net Calls
-$778M
Net Calls Change
-$380M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$716M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$387M
4
BlackRock
BlackRock
New York
+$320M
5
Franklin Resources
Franklin Resources
California
+$310M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$637M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$537M
3
APG Asset Management
APG Asset Management
Netherlands
-$391M
4
Capital International Investors
Capital International Investors
California
-$382M
5
Dodge & Cox
Dodge & Cox
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
301
Dana Investment Advisors
Wisconsin
$20.3M -$323K -5,710 -2%
BCM
302
Bridgeway Capital Management
Texas
$20.2M +$4.47M +79,061 +28%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$20.1M -$1.08M -19,155 -5%
EBSAM
304
Eubel Brady & Suttman Asset Management
Ohio
$19.8M +$84.5K +1,496 +0.4%
TAM
305
Todd Asset Management
Kentucky
$19.8M +$19.8M +350,167 New
GC
306
Guggenheim Capital
Illinois
$19.8M +$363K +6,427 +2%
SGK
307
Steigerwald Gordon & Koch
Virginia
$19.1M +$660K +11,682 +4%
SC
308
Sapient Capital
Indiana
$19M +$423K +7,481 +2%
EMPI
309
Elo Mutual Pension Insurance
Finland
$18.7M +$1.62M +28,643 +9%
GT
310
Glenview Trust
Kentucky
$18.6M +$550K +9,744 +3%
EDRH
311
Edmond de Rothschild Holding
Switzerland
$18.4M +$1.02M +18,103 +6%
PF
312
Phoenix Financial
Israel
$18.4M +$6.28M +111,211 +52%
IMCOOI
313
Investment Management Corp of Ontario (IMCO)
Canada
$18M -$2.3M -40,792 -11%
WP
314
Waycross Partners
Kentucky
$17.8M +$1.89M +33,451 +12%
AWM
315
AE Wealth Management
Kansas
$17.6M +$12.3M +218,332 +232%
DJSG
316
D.J. St. Germain
Massachusetts
$17.5M +$615K +10,887 +4%
SIM
317
Sprucegrove Investment Management
Ontario, Canada
$17.4M -$28.2K -500 -0.2%
C
318
Certuity
Florida
$17.3M +$17.7K +313 +0.1%
SSA
319
Schonfeld Strategic Advisors
New York
$17.3M -$20.8M -368,430 -55%
Wealthfront Advisers
320
Wealthfront Advisers
California
$17.2M -$285K -5,038 -2%
FCMC
321
Founders Capital Management (Connecticut)
Connecticut
$16.8M -$163K -2,878 -1%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$16.5M -$468K -8,276 -3%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$16.4M +$16.4M +290,010 New
BAM
324
Berkshire Asset Management
Pennsylvania
$16.3M – – –
BHCM
325
Brevan Howard Capital Management
Jersey
$15.9M -$2.69M -47,572 -14%
11 12
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