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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 %
QT
401
Quantbot Technologies
New York
$10.1M +$10.1M +178,772 New
MAMU
402
Marathon Asset Management (UK)
United Kingdom
$10.1M -$12.9M -229,060 -56%
AUB
403
Atlantic Union Bankshares
Virginia
$10M +$1.49M +26,320 +17%
KOCAA
404
Knights of Columbus Asset Advisors
Connecticut
$10M -$3.58M -63,302 -26%
AAA
405
Adams Asset Advisors
Texas
$9.99M – – –
PA
406
Pinnacle Associates
New York
$9.94M +$350K +7,105 +4%
AAS
407
Avantax Advisory Services
Texas
$9.94M -$94.5K -1,672 -0.9%
HCM
408
Hilton Capital Management
New York
$9.9M +$289K +5,123 +3%
NAM
409
NorthCrest Asset Manangement
Minnesota
$9.86M +$186K +3,292 +2%
FHB
410
First Hawaiian Bank
Hawaii
$9.75M -$374K -6,622 -4%
Group One Trading
411
Group One Trading
Illinois
$9.7M +$2.49M +44,131 +35%
NIM
412
NEOS Investment Management
Connecticut
$9.69M +$2.02M +35,728 +26%
CC
413
Centiva Capital
New York
$9.68M -$5.13M -90,849 -35%
BCCM
414
Black Cypress Capital Management
Florida
$9.67M +$291K +5,153 +3%
NMERB
415
New Mexico Educational Retirement Board
New Mexico
$9.63M -$700K -12,400 -7%
VIG
416
Vienna Insurance Group
Poland
$9.58M – – –
MTIM
417
Marathon Trading Investment Management
Pennsylvania
$9.57M +$1.26M +22,387 +15%
CWM
418
Calamos Wealth Management
Illinois
$9.54M -$2.96M -52,391 -24%
IC
419
IEQ Capital
California
$9.51M +$681K +12,056 +8%
CFG
420
Citizens Financial Group
Rhode Island
$9.43M +$375K +6,631 +4%
SCM
421
SKBA Capital Management
California
$9.4M -$2.93M -51,900 -24%
IP
422
Interval Partners
New York
$9.39M -$11.2M -199,095 -55%
CTC (Chicago Trading Company)
423
CTC (Chicago Trading Company)
Illinois
$9.37M +$8.95M +158,484 +2,167%
MGP
424
Metis Global Partners
California
$9.36M -$72.9K -1,291 -0.8%
A
425
Allianz
Germany
$9.31M +$1.28M +22,668 +16%
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