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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 %
MAS
626
Meeder Advisory Services
Ohio
$3.39M -$223K -3,943 -6%
PA
627
Profund Advisors
Maryland
$3.38M +$402K +7,108 +13%
GRP
628
Global Retirement Partners
California
$3.38M +$81K +1,434 +2%
GCA
629
Guardian Capital Advisors
Ontario, Canada
$3.38M -$43.8K -790 -1%
FFN
630
Focus Financial Network
Minnesota
$3.38M +$42.8K +757 +1%
CAM
631
Chou Associates Management
Ontario, Canada
$3.36M – – –
LKIM
632
Lawson Kroeker Investment Management
Nebraska
$3.36M -$568K -10,063 -14%
HCM
633
Hodges Capital Management
Texas
$3.34M +$2.85M +50,400 +574%
LDB
634
Lee, Danner & Bass
Tennessee
$3.33M -$16.9K -300 -0.5%
QI
635
Qtron Investments
Massachusetts
$3.31M -$78.9K -1,397 -2%
HT
636
Headlands Technologies
Illinois
$3.3M -$5.94M -105,138 -64%
RWM
637
Ritholtz Wealth Management
New York
$3.28M +$274K +4,848 +9%
BEI
638
Benjamin Edwards Inc
Missouri
$3.25M +$2.47M +43,782 +320%
SPC
639
Sigma Planning Corp
Michigan
$3.23M -$148K -2,626 -4%
PWG
640
Portside Wealth Group
Utah
$3.22M -$171K -3,022 -5%
LBC
641
Lowe Brockenbrough & Co
Virginia
$3.22M +$22.7K +402 +0.7%
PPW
642
Parcion Private Wealth
Washington
$3.21M +$13.3K +235 +0.4%
SFM
643
Signet Financial Management
New Jersey
$3.2M +$9.55K +169 +0.3%
PDL
644
Portfolio Design Labs
California
$3.18M +$928K +16,428 +41%
QCM
645
Qsemble Capital Management
New York
$3.17M -$1.55M -27,424 -33%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$3.17M +$243K +4,305 +8%
MIM
647
Morningstar Investment Management
Illinois
$3.15M -$1.58M -25,482 -33%
MSS
648
Mitchell Sinkler & Starr
Pennsylvania
$3.11M – – –
RSWM
649
Robertson Stephens Wealth Management
California
$3.1M -$196K -3,463 -6%
WJWM
650
Williams Jones Wealth Management
New York
$3.09M -$230K -4,071 -7%
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