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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 %
EIP
326
Epoch Investment Partners
New York
$15.9M -$98.5M -1,742,827 -86%
HIC
327
Harbor Island Capital
Massachusetts
$15.8M – – –
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$15.7M +$2.04M +38,532 +15%
SG Americas Securities
329
SG Americas Securities
New York
$15.7M -$28.5M -504,426 -64%
LMIM
330
Lockheed Martin Investment Management
Maryland
$15.7M +$10.7M +189,400 +214%
SAM
331
SP Asset Management
California
$15.7M -$280K -4,960 -2%
GIBU
332
Gulf International Bank (UK)
United Kingdom
$15.7M -$729K -12,914 -4%
Tudor Investment Corp
333
Tudor Investment Corp
Connecticut
$15.7M +$1.55M +27,422 +11%
KA
334
KLCM Advisors
Wisconsin
$15.5M +$654K +11,571 +4%
VPIM
335
Vanguard Personalized Indexing Management
California
$15.4M +$692K +12,244 +5%
AIM
336
Artemis Investment Management
United Kingdom
$15.2M -$53M -938,636 -78%
Jones Financial Companies
337
Jones Financial Companies
Missouri
$15M +$7.52M +134,491 +101%
Acadian Asset Management
338
Acadian Asset Management
Massachusetts
$15M +$2.8M +49,522 +23%
SC
339
Scotia Capital
Ontario, Canada
$14.7M -$828K -14,658 -5%
IMPI
340
Ilmarinen Mutual Pension Insurance
Finland
$14.4M – – –
MHC
341
Meyer Handelman Company
New York
$14.4M -$84.7K -1,500 -0.6%
LAM
342
Lountzis Asset Management
Pennsylvania
$14.3M +$45.7K +809 +0.3%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$14.3M +$229K +4,061 +2%
EGM
344
Engineers Gate Manager
New York
$14.2M -$291K -5,155 -2%
AIM
345
Achmea Investment Management
Netherlands
$14.2M +$14.2M +252,026 New
GAM
346
Griffin Asset Management
New York
$14M -$76.7K -1,358 -0.5%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$13.9M -$831K -14,717 -6%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$13.8M +$5.47M +96,862 +65%
Los Angeles Capital Management
349
Los Angeles Capital Management
California
$13.8M +$5.4M +95,621 +64%
Brown Advisory
350
Brown Advisory
Maryland
$13.6M -$541K -9,581 -4%
12 13
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