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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 %
KWA
676
Kingswood Wealth Advisors
California
$2.89M +$57K +1,010 +2%
LOAMS
677
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.88M -$407K -7,206 -12%
EH
678
Equitable Holdings
New York
$2.88M +$83.6K +1,480 +3%
TPI
679
Trust Point Inc
Wisconsin
$2.88M -$21.7K -384 -0.7%
JHCP
680
Jackson Hole Capital Partners
Oklahoma
$2.88M -$2.37K -42 -0.1%
PBC
681
Pavion Blue Capital
California
$2.88M +$278K +4,926 +11%
LAM
682
L2 Asset Management
Massachusetts
$2.86M +$1.75M +30,918 +157%
SCM
683
SOL Capital Management
Maryland
$2.86M -$14.7K -260 -0.5%
CA
684
Cullinan Associates
Kentucky
$2.83M +$96.1K +1,500 +4%
S
685
SignatureFD
Georgia
$2.83M -$290K -5,134 -9%
AFS
686
Aft Forsyth & Sober
Florida
$2.82M – – –
CAM
687
Cidel Asset Management
Ontario, Canada
$2.82M -$178K -3,146 -6%
SM
688
Sciencast Management
New Jersey
$2.82M +$775K +13,720 +38%
TFS
689
Thoroughbred Financial Services
Tennessee
$2.81M +$132K +2,337 +5%
AF
690
Apexium Financial
Texas
$2.81M +$2.08M +36,869 +288%
CIA
691
Capital Investment Advisors
Georgia
$2.78M -$152K -2,697 -5%
ICM
692
IMS Capital Management
Oregon
$2.78M – – –
PFP
693
Pinnacle Financial Partners
Tennessee
$2.76M -$666K -11,793 -19%
HNB
694
Huntington National Bank
Ohio
$2.76M -$81.8K -1,448 -3%
FFM
695
Forum Financial Management
Illinois
$2.75M -$78.2K -1,384 -3%
VFA
696
Valeo Financial Advisors
Indiana
$2.75M -$123K -2,175 -4%
CAAS
697
Capital Asset Advisory Services
Michigan
$2.74M -$53.1K -926 -2%
BTI
698
Blue Trust Inc
Georgia
$2.74M +$890K +14,979 +48%
MNBTD
699
Moody National Bank Trust Division
Texas
$2.73M +$662K +11,719 +32%
VCA
700
Verdence Capital Advisors
Maryland
$2.73M +$718K +12,713 +36%
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