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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
1
Wellington Management Group
Massachusetts
$5.15B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.24B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.1B
4
BlackRock
4
BlackRock
New York
$14.7B
5
Franklin Resources
5
Franklin Resources
California
$525M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$45.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.06B
3
APG Asset Management
3
APG Asset Management
Netherlands
$0
4
Capital International Investors
4
Capital International Investors
California
$2.76B
5
Dodge & Cox
5
Dodge & Cox
California
$4.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$946M -$55.2M -976,417 -6%
Pzena Investment Management
27
Pzena Investment Management
New York
$882M -$4.76M -84,255 -0.5%
DSA
28
Davis Selected Advisers
Arizona
$806M -$61.4M -1,086,899 -7%
Capital World Investors
29
Capital World Investors
California
$782M +$1.06M +18,852 +0.1%
Deutsche Bank
30
Deutsche Bank
Germany
$756M +$140M +2,474,209 +23%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$747M -$42.6M -753,940 -5%
Goldman Sachs
32
Goldman Sachs
New York
$745M -$97.3M -1,722,295 -12%
Eagle Capital Management (New York)
33
Eagle Capital Management (New York)
New York
$665M -$3.2M -56,678 -0.5%
Barclays
34
Barclays
United Kingdom
$662M +$33.3M +588,954 +5%
Amundi
35
Amundi
France
$637M -$23.7M -413,924 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$557M +$17.8M +314,390 +3%
Boston Partners
37
Boston Partners
Massachusetts
$536M -$139M -2,443,958 -21%
Millennium Management
38
Millennium Management
New York
$535M -$242M -4,291,461 -31%
Franklin Resources
39
Franklin Resources
California
$525M +$310M +4,982,579 +144%
UBS Group
40
UBS Group
Switzerland
$515M +$27.5M +486,479 +6%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$514M +$31.3M +555,037 +6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$514M +$50.6M +895,141 +11%
LSV Asset Management
43
LSV Asset Management
Illinois
$453M -$15.1M -266,500 -3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$444M -$22.8M -403,905 -5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$428M -$6.33M -112,057 -1%
Barrow, Hanley, Mewhinney & Strauss
46
Barrow, Hanley, Mewhinney & Strauss
Texas
$421M -$129M -2,281,765 -23%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$394M -$26.5M -473,317 -6%
National Pension Service
48
National Pension Service
South Korea
$384M +$50.7M +897,195 +15%
Diamond Hill Capital Management
49
Diamond Hill Capital Management
Ohio
$375M +$9.16M +162,066 +3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$352M -$3.91M -69,155 -1%
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