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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 %
MFG
551
Merit Financial Group
Georgia
$4.95M +$235K +4,161 +5%
SI
552
Stephens Inc
Arkansas
$4.94M -$82.6K -1,462 -2%
VA
553
Vident Advisory
Georgia
$4.94M +$192K +3,396 +4%
BCM
554
Brookmont Capital Management
Texas
$4.9M -$179K -3,168 -4%
WAS
555
Wesleyan Assurance Society
United Kingdom
$4.88M – – –
Luther King Capital Management (LKCM)
556
Luther King Capital Management (LKCM)
Texas
$4.84M +$67.8K +1,200 +1%
MCM
557
Mill Capital Management
North Carolina
$4.83M -$84.7K -1,500 -2%
P
558
&Partners
Tennessee
$4.82M +$3.01M +53,329 +166%
CA
559
Commerzbank Aktiengesellschaft
Germany
$4.75M +$3.81M +67,466 +404%
CG
560
Caprock Group
Idaho
$4.73M +$68.6K +1,214 +1%
BS
561
Banco Santander
Spain
$4.71M -$132K -2,332 -3%
LF
562
Longbow Finance
Switzerland
$4.68M – – –
MWM
563
Mission Wealth Management
California
$4.62M -$373K -6,602 -7%
Fayez Sarofim & Co
564
Fayez Sarofim & Co
Texas
$4.62M +$1.21M +21,350 +35%
FNFDCM
565
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.58M -$179K -3,174 -4%
WDC
566
Woodward Diversified Capital
California
$4.57M -$243K -4,302 -5%
Wolverine Trading
567
Wolverine Trading
Illinois
$4.54M -$1.11M -19,919 -20%
AWM
568
Axxcess Wealth Management
California
$4.52M +$832K +14,728 +23%
USAA
569
United Services Automobile Association
Texas
$4.52M -$1.23M -21,730 -21%
TCM
570
Twin Capital Management
Pennsylvania
$4.5M -$50.3K -891 -1%
Empower Advisory Group
571
Empower Advisory Group
Colorado
$4.5M +$464K +8,222 +12%
ESBC
572
E.S. Barr & Co
Kentucky
$4.48M -$153K -2,706 -3%
KPWS
573
Kestra Private Wealth Services
Texas
$4.46M -$1.01M -17,819 -18%
OBAM
574
ODDO BHF Asset Management
France
$4.45M +$4.45M +78,809 New
FFA
575
Farther Finance Advisors
California
$4.44M +$103K +1,820 +2%
21 22
23
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