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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 %
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$5.46M -$1.04M -18,406 -16%
Assenagon Asset Management
527
Assenagon Asset Management
Luxembourg
$5.45M +$419K +7,415 +8%
TMAM
528
Tokio Marine Asset Management
Japan
$5.42M +$229K +4,057 +4%
WFC
529
Western Financial Corp
California
$5.37M +$7.46K +132 +0.1%
WAM
530
Winslow Asset Management
Ohio
$5.35M +$32.1K +569 +0.6%
UB
531
UMB Bank
Missouri
$5.31M -$441K -7,798 -8%
CWM
532
Concentric Wealth Management
California
$5.26M +$16.5K +292 +0.3%
BBWA
533
Bell & Brown Wealth Advisors
California
$5.24M +$7.63K +135 +0.1%
ATC
534
Argent Trust Co
Tennessee
$5.21M +$351K +6,222 +7%
CA
535
Clearstead Advisors
Ohio
$5.21M -$298K -5,280 -5%
SFI
536
Siemens Fonds Invest
Germany
$5.2M -$65K -1,150 -1%
CA
537
Continental Advisors
Utah
$5.19M +$56.5K +1,000 +1%
YIH
538
Y-Intercept (HK)
Hong Kong
$5.16M -$3.82M -67,642 -43%
HW
539
Hancock Whitney
Mississippi
$5.14M -$11.5K -204 -0.2%
CK
540
Cohen Klingenstein
New York
$5.13M – – –
ECM
541
Elgethun Capital Management
South Dakota
$5.12M +$30.8K +545 +0.6%
AIP
542
Ameritas Investment Partners
Nebraska
$5.09M -$289K -5,117 -5%
MAM
543
Madison Asset Management
Wisconsin
$5.07M -$171K -3,031 -3%
SC
544
Savant Capital
Illinois
$5.07M -$56K -991 -1%
DW30
545
Drucker Wealth 3.0
New Jersey
$5.05M +$88.7K +1,570 +2%
BFS
546
Bard Financial Services
Connecticut
$4.99M -$667K -11,805 -12%
CP
547
Clayton Partners
California
$4.99M -$92K -1,628 -2%
TIAA Trust, National Association
548
TIAA Trust, National Association
North Carolina
$4.98M -$11.2K -198 -0.2%
GFA
549
Gifford Fong Associates
California
$4.97M – – –
TRCT
550
Tower Research Capital (TRC)
New York
$4.95M -$4.46M -78,999 -47%
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