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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 %
Verition Fund Management
426
Verition Fund Management
Connecticut
$9.27M +$3.61M +63,831 +64%
WPC
427
Wedmont Private Capital
Pennsylvania
$9.17M -$84.5K -1,478 -0.9%
Bessemer Group
428
Bessemer Group
New Jersey
$9.16M +$552K +9,779 +6%
HCM
429
Hillman Capital Management
Maryland
$9.11M +$7.23K +128 +0.1%
ETC
430
Exchange Traded Concepts
Oklahoma
$9.1M +$950K +16,819 +12%
SCM
431
Shelton Capital Management
Colorado
$9.08M -$3.67M -65,030 -29%
EF
432
Empowered Funds
Pennsylvania
$9.03M +$1.08M +19,114 +14%
OIA
433
OneDigital Investment Advisors
Kansas
$9.02M +$940K +16,644 +12%
OAM
434
Oppenheimer Asset Management
New York
$8.96M -$1.79M -31,740 -17%
SA
435
SpiderRock Advisors
Delaware
$8.94M +$2.56M +45,389 +40%
PHK
436
Point72 Hong Kong
Hong Kong
$8.93M +$2.1M +37,207 +31%
BMCM
437
Black Maple Capital Management
Wisconsin
$8.91M +$8.23M +145,677 +1,214%
AF
438
Allworth Financial
California
$8.85M +$426K +7,534 +5%
CWA
439
Consilium Wealth Advisory
Texas
$8.83M +$36.5K +646 +0.4%
CCM
440
Channing Capital Management
Illinois
$8.68M +$553K +9,785 +7%
ERP
441
Eldred Rock Partners
Texas
$8.55M +$328K +5,806 +4%
HI
442
Hoey Investments
Pennsylvania
$8.53M – – –
TAM
443
Tocqueville Asset Management
New York
$8.52M +$7.83M +138,633 +1,136%
Sanders Capital
444
Sanders Capital
Florida
$8.5M – – –
RC
445
RBF Capital
California
$8.47M – – –
ABWM
446
Alpine Bank Wealth Management
Colorado
$8.4M +$8.4M +148,733 New
NEAM
447
New England Asset Management
Connecticut
$8.31M -$2.26K -40 -0%
BCM
448
Blume Capital Management
California
$8.23M +$157K +2,778 +2%
ClearBridge Investments
449
ClearBridge Investments
New York
$8.18M -$214K -3,789 -3%
PCM
450
Poehling Capital Management
Wisconsin
$8.15M -$110K -1,951 -1%
16 17
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