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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 %
FTIS
601
First Trust Investment Solutions
Florida
$3.89M +$3.44M +60,936 +764%
VI
602
Vestcor Inc
New Brunswick, Canada
$3.89M – – –
AG
603
AIA Group
Hong Kong
$3.87M -$180K -3,180 -4%
BFG
604
Bleakley Financial Group
New Jersey
$3.86M +$360K +6,367 +10%
BFS
605
Bradley Foster & Sargent
Connecticut
$3.83M -$155K -2,751 -4%
RFC
606
Regions Financial Corp
Alabama
$3.76M +$55.9K +990 +2%
CANC
607
Culbertson A N & Co
Virginia
$3.74M -$102K -1,800 -3%
BNP Paribas Asset Management
608
BNP Paribas Asset Management
France
$3.73M +$406K +7,183 +12%
STA
609
Summit Trail Advisors
New York
$3.68M -$545K -9,648 -13%
OFS
610
Oldfather Financial Services
Nebraska
$3.65M +$1.19K +21 +0%
COI
611
Connable Office Inc
Michigan
$3.62M +$19.5K +345 +0.5%
AC
612
Asio Capital
Kentucky
$3.61M +$218K +3,865 +6%
IAA
613
Independent Advisor Alliance
North Carolina
$3.6M +$39.5K +700 +1%
AWM
614
Avior Wealth Management
Nebraska
$3.53M +$288K +5,103 +9%
4WM
615
44 Wealth Management
Oregon
$3.53M +$3.53M +54,621 New
CFB
616
Cullen/Frost Bankers
Texas
$3.51M -$36.9K -654 -1%
AIMCA
617
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.5M – – –
PGFC
618
Peapack-Gladstone Financial Corp
New Jersey
$3.49M -$443K -7,837 -11%
HAG
619
HighPoint Advisor Group
Illinois
$3.47M -$335K -5,939 -9%
WC
620
Waterloo Capital
Texas
$3.47M +$38.3K +678 +1%
BOS
621
Bank of Stockton
California
$3.46M +$993K +17,578 +40%
TW
622
Trajan Wealth
Arizona
$3.44M +$472K +8,358 +16%
NG
623
Norden Group
Utah
$3.42M +$1.58M +28,003 +86%
WSFS
624
Wilmington Savings Fund Society
Delaware
$3.41M +$2.93M +51,927 +615%
BP
625
BWM Planning
Texas
$3.39M +$3.39M +60,015 New
23 24
25
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