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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 %
MG
376
Markel Group
Virginia
$11.5M – – –
Focus Partners Wealth
377
Focus Partners Wealth
Massachusetts
$11.5M -$3.18M -56,394 -22%
SCM
378
Sirios Capital Management
Massachusetts
$11.5M +$4.36M +77,151 +61%
CB
379
Commerce Bank
Missouri
$11.5M -$7.35M -130,161 -39%
BF
380
BOK Financial
Oklahoma
$11.5M +$2.24M +40,780 +24%
CIS
381
Connors Investor Services
Pennsylvania
$11.4M +$208K +3,693 +2%
MSRPS
382
Maryland State Retirement & Pension System
Maryland
$11.4M -$4.01M -71,051 -26%
HIP
383
HUB Investment Partners
Texas
$11.3M +$345K +6,100 +3%
CII
384
Capital International Inc
California
$11.3M -$1.29M -22,814 -10%
MI
385
M3F Inc
Utah
$11.3M – – –
CA
386
Cornerstone Advisors
North Carolina
$11.3M – – –
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$286K +5,063 +3%
PD
388
Point72 (DIFC)
United Arab Emirates
$11.2M -$1.76M -31,074 -14%
ACM
389
Ategra Capital Management
Virginia
$11.1M +$4.51M +79,768 +68%
SIP
390
Stoneridge Investment Partners
Pennsylvania
$11M +$9.99M +176,787 +942%
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$10.9M +$49.1K +870 +0.5%
PWM
392
Perigon Wealth Management
California
$10.9M +$10.9M +193,307 New
GIM
393
Grassi Investment Management
California
$10.9M -$50.6K -896 -0.5%
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$10.8M -$316K -5,600 -3%
PAS
395
Point72 Asia (Singapore)
Singapore
$10.7M +$993K +17,572 +10%
SAM
396
Securian Asset Management
Minnesota
$10.6M -$690K -12,209 -6%
WAM
397
Weiss Asset Management
Massachusetts
$10.5M +$10.5M +185,004 New
MSE
398
MUFG Securities EMEA
United Kingdom
$10.3M +$10.3M +182,000 New
MAM
399
Mark Asset Management
New York
$10.2M +$55.9K +990 +0.5%
IIM
400
Intact Investment Management
Quebec, Canada
$10.2M +$819K +14,500 +9%
14 15
16
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