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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 %
CA
451
CSM Advisors
Pennsylvania
$8.11M -$430K -7,615 -5%
BCI
452
Brinker Capital Investments
Pennsylvania
$8.05M +$200K +3,539 +3%
OPS
453
Orion Portfolio Solutions
Nebraska
$8.05M +$200K +3,539 +3%
TW
454
TritonPoint Wealth
Maryland
$8.05M +$350K +6,262 +5%
RJT
455
Raymond James Trust
Florida
$8.04M +$197K +3,481 +3%
CTA
456
Chesley Taft & Associates
Illinois
$8.03M -$19.8K -350 -0.2%
SFA
457
Sequoia Financial Advisors
Ohio
$8M +$4.38M +77,536 +121%
AHB
458
Abner Herrman & Brock
New Jersey
$7.91M +$3.88M +68,600 +96%
NB
459
Norinchukin Bank
Japan
$7.86M +$923K +16,335 +13%
MPM
460
Meritage Portfolio Management
Kansas
$7.86M -$180K -3,191 -2%
TI
461
Tidal Investments
Wisconsin
$7.84M +$336K +5,946 +4%
AF
462
Alerus Financial
North Dakota
$7.84M -$395K -7,001 -5%
PFS
463
Prospera Financial Services
Texas
$7.82M +$1.29M +22,854 +20%
DWT
464
Dorsey & Whitney Trust
South Dakota
$7.77M -$215K -3,806 -3%
IIM
465
INTECH Investment Management
Florida
$7.66M +$1.92M +34,068 +34%
GS
466
GTS Securities
New York
$7.64M -$713K -12,628 -9%
Lido Advisors
467
Lido Advisors
California
$7.6M +$409K +7,239 +6%
VIM
468
Vinva Investment Management
Australia
$7.55M -$589K -10,534 -7%
IG
469
ING Group
Netherlands
$7.53M -$13.8M -245,056 -65%
CIP
470
Chartwell Investment Partners
Pennsylvania
$7.5M +$1.06M +18,717 +16%
Envestnet Portfolio Solutions
471
Envestnet Portfolio Solutions
Illinois
$7.43M -$626K -11,085 -8%
HP
472
Hikari Power
Japan
$7.37M – – –
CCMT
473
CMT Capital Markets Trading
Germany
$7.34M +$3.29M +58,316 +81%
HAI
474
Hennessy Advisors Inc
California
$7.3M – – –
TCM
475
Tufton Capital Management
Maryland
$7.26M -$138K -2,445 -2%
17 18
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