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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 %
NMIMC
501
Northwestern Mutual Investment Management Company
Wisconsin
$6.09M -$173K -3,070 -3%
CG
502
Cynosure Group
Utah
$6.05M +$3.05M +54,026 +102%
BFG
503
Beacon Financial Group
Texas
$6.02M -$148K -2,617 -2%
CFLC
504
California First Leasing Corp
California
$6.01M – – –
PAS
505
Park Avenue Securities
New York
$6.01M -$402K -7,123 -6%
NC
506
NBW Capital
Massachusetts
$5.98M -$35.4K -627 -0.6%
ATPW
507
Ashton Thomas Private Wealth
Arizona
$5.96M -$305K -5,406 -5%
TWC
508
TD Waterhouse Canada
Ontario, Canada
$5.93M +$35.7K +646 +0.6%
WIM
509
Wittenberg Investment Management
Massachusetts
$5.9M -$631K -11,167 -10%
HPG
510
Harvest Portfolios Group
Ontario, Canada
$5.88M +$413K +7,303 +8%
UAM
511
Unison Asset Management
Florida
$5.83M -$9.15K -162 -0.2%
LFCM
512
Long Focus Capital Management
Puerto Rico
$5.82M – – –
GI
513
GLOBALT Investments
Georgia
$5.76M +$5.76M +102,029 New
PA
514
PFG Advisors
Arizona
$5.75M +$200K +3,536 +4%
WT
515
Whittier Trust
California
$5.74M -$109K -1,932 -2%
RVM
516
Robinson Value Management
Texas
$5.73M +$17.1K +303 +0.3%
PS
517
Principal Securities
Iowa
$5.7M +$419K +7,423 +8%
KRSITF
518
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.69M -$659K -11,671 -10%
HCM
519
Hutchinson Capital Management
California
$5.68M -$8.19K -145 -0.1%
SF
520
Synovus Financial
Georgia
$5.6M +$1.36M +24,126 +32%
FTDI
521
First Trust Direct Indexing
Massachusetts
$5.53M +$624K +11,054 +13%
FNBOO
522
First National Bank of Omaha
Nebraska
$5.48M -$416K -7,363 -7%
MCM
523
MAI Capital Management
Ohio
$5.48M -$853K -15,095 -13%
AWS
524
Atria Wealth Solutions
New York
$5.47M -$265K -4,698 -5%
SWP
525
Stratos Wealth Partners
Ohio
$5.47M +$357K +6,317 +7%
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