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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 %
IWC
576
Integrated Wealth Concepts
Massachusetts
$4.43M -$562K -9,948 -11%
KWM
577
Kingsview Wealth Management
Oregon
$4.4M -$195K -3,459 -4%
HI
578
Horizon Investments
North Carolina
$4.38M -$349K -6,219 -7%
NSEDCP
579
NJ State Employees Deferred Compensation Plan
New Jersey
$4.35M – – –
NP
580
NorthRock Partners
Minnesota
$4.35M +$1.34M +23,712 +45%
TPCW
581
TD Private Client Wealth
New York
$4.34M -$1.38M -24,515 -24%
WIA
582
World Investment Advisors
California
$4.26M +$3.95M +69,901 +1,264%
HWM
583
HighMark Wealth Management
Minnesota
$4.22M -$847 -15 -0%
WCM
584
Weik Capital Management
Pennsylvania
$4.22M -$7.06K -125 -0.2%
PIM
585
Plato Investment Management
Australia
$4.21M +$120K +2,119 +3%
CCG
586
Cloverfields Capital Group
Minnesota
$4.19M -$1.45M -25,616 -26%
SCM
587
Sterling Capital Management
North Carolina
$4.18M +$4.18M +74,025 New
DWP
588
Daymark Wealth Partners
Ohio
$4.18M -$92.2K -1,632 -2%
AWM
589
Apollon Wealth Management
South Carolina
$4.15M -$149K -2,642 -3%
BG
590
Bahl & Gaynor
Ohio
$4.15M -$658K -11,650 -14%
GAM
591
Gotham Asset Management
New York
$4.14M +$107K +1,897 +3%
HWM
592
HB Wealth Management
Georgia
$4.12M +$276K +4,892 +7%
Credit Agricole
593
Credit Agricole
France
$4.12M -$16.9M -298,425 -80%
PMAM
594
Picton Mahoney Asset Management
Ontario, Canada
$4.11M -$2.96M -52,380 -42%
TSW
595
Thompson Siegel & Walmsley
Virginia
$4.11M +$2.83K +50 +0.1%
GT
596
Greenleaf Trust
Michigan
$4.09M -$90.7K -1,605 -2%
RBA
597
Richard Bernstein Advisors
New York
$4.08M -$845K -14,958 -17%
ACM
598
Aster Capital Management
United Arab Emirates
$4.03M +$4.03M +71,345 New
AG
599
Algert Global
California
$3.98M +$3.98M +70,478 New
FNA
600
First National Advisers
Nebraska
$3.9M +$194K +3,428 +5%
22 23
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