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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 %
LGF
651
LGT Group Foundation
Liechtenstein
$3.09M -$285K -5,157 -8%
VT
652
Vise Technologies
New York
$3.07M +$580K +10,264 +23%
WA
653
Waverly Advisors
Alabama
$3.06M -$46.8K -829 -2%
LNWWM
654
Laird Norton Wetherby Wealth Management
California
$3.04M -$123K -2,173 -4%
SCI
655
S&CO Inc
Massachusetts
$3.03M -$11K -195 -0.4%
HTC
656
Haverford Trust Company
Pennsylvania
$3.03M +$39.1K +692 +1%
CCA
657
Checchi Capital Advisers
California
$3M -$9.72K -172 -0.3%
SCA
658
Stonebridge Capital Advisors
Minnesota
$3M -$43.7K -774 -1%
DEA
659
DoubleLine ETF Adviser
Florida
$2.99M -$392K -6,939 -12%
CIC
660
Cornercap Investment Counsel
Georgia
$2.99M +$1.04M +18,493 +54%
ABC
661
Associated Banc-Corp
Wisconsin
$2.99M -$41.3K -731 -1%
MA
662
Montag & Associates
Georgia
$2.98M +$36.2K +641 +1%
QCIG
663
Quad-Cities Investment Group
Iowa
$2.96M -$44.2K -782 -1%
PCTC
664
Perkins Coie Trust Company
Washington
$2.95M -$14.2K -252 -0.5%
P
665
Pitcairn
Pennsylvania
$2.94M +$370K +6,542 +14%
CIP
666
Convergence Investment Partners
Florida
$2.94M -$25K -442 -0.8%
CPBTD
667
Central Pacific Bank - Trust Division
Hawaii
$2.94M -$1.2M -21,225 -29%
AG
668
Ascent Group
Virginia
$2.94M +$740K +13,101 +34%
TCA
669
Transcend Capital Advisors
New Jersey
$2.94M -$36K -638 -1%
FNBT
670
FineMark National Bank & Trust
Florida
$2.94M +$47.5K +840 +2%
TCPW
671
Twin City Private Wealth
North Carolina
$2.93M +$189K +3,343 +7%
WS
672
Wedbush Securities
California
$2.93M -$981K -17,365 -25%
FMI
673
F/M Investments
District of Columbia
$2.92M -$10.1M -128,800 -77%
CHAM
674
Clear Harbor Asset Management
Connecticut
$2.92M -$28.2K -500 -1%
MC
675
Moors & Cabot
Massachusetts
$2.92M +$36.8K +651 +1%
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