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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 %
William Blair & Company
351
William Blair & Company
Illinois
$13.5M -$691K -12,226 -5%
MAA
352
Matrix Asset Advisors
New York
$13.4M +$24K +424 +0.2%
KRS
353
Kentucky Retirement Systems
Kentucky
$13.4M -$1.45M -25,591 -10%
AI
354
Atria Investments
North Carolina
$13.4M -$117K -2,078 -0.9%
AAF
355
Andra AP-fonden
Sweden
$13.3M +$13.3M +235,000 New
TW
356
Transform Wealth
Colorado
$12.9M +$6.97M +123,326 +117%
BT
357
Brandywine Trust
Delaware
$12.8M – – –
DADC
358
D.A. Davidson & Co
Montana
$12.8M +$63.8K +1,129 +0.5%
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$12.7M +$8.45M +179,712 +201%
Axa
360
Axa
France
$12.6M +$4.57M +80,874 +57%
OAC
361
OMERS Administration Corp
Ontario, Canada
$12.6M +$124K +2,200 +1%
PCH
362
Polar Capital Holdings
United Kingdom
$12.6M -$7.01M -124,136 -36%
MSU
363
Mizuho Securities USA
New York
$12.5M -$2.72M -48,093 -18%
QCM
364
Quantinno Capital Management
New York
$12.3M +$1.86M +32,972 +18%
HIMCH
365
Hartford Investment Management Co (HIMCO)
Connecticut
$12.1M -$515K -9,121 -4%
ECM
366
ExodusPoint Capital Management
New York
$12.1M -$29.5M -521,662 -71%
UCFA
367
United Capital Financial Advisors
Texas
$12M -$356K -6,300 -3%
EAM
368
Eagle Asset Management
Florida
$11.9M +$1.08M +15,411 +10%
PAG
369
Private Advisor Group
New Jersey
$11.8M -$4.58K -81 -0%
BCM
370
BTC Capital Management
Iowa
$11.8M +$1.87M +33,024 +19%
BMSSC
371
B. Metzler seel. Sohn & Co
Germany
$11.8M -$2.91M -51,464 -20%
LCM
372
Logan Capital Management
Pennsylvania
$11.8M -$2.33M -41,183 -16%
EWA
373
EP Wealth Advisors
California
$11.7M +$1.53M +27,049 +15%
AIA
374
Allied Investment Advisors
Montana
$11.6M +$95.7K +1,694 +0.8%
FCH
375
Freestone Capital Holdings
Washington
$11.6M -$620K -10,967 -5%
13 14
15
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