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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 %
GWM
701
Geneos Wealth Management
Colorado
$2.73M +$218K +3,863 +9%
SCM
702
Stevens Capital Management
Pennsylvania
$2.73M +$2.73M +48,243 New
Vontobel Holding
703
Vontobel Holding
Switzerland
$2.72M +$1.41M +24,911 +107%
CICI
704
Capital Investment Counsel Inc
North Carolina
$2.72M -$119K -2,101 -4%
AAM
705
Advisors Asset Management
Colorado
$2.71M -$61K -1,079 -2%
SG
706
Somerset Group
Minnesota
$2.69M – – –
BRWA
707
B. Riley Wealth Advisors
Florida
$2.69M -$289K -5,158 -10%
CAS
708
Coppell Advisory Solutions
Texas
$2.68M +$186K +3,321 +7%
3IP
709
3Chopt Investment Partners
Virginia
$2.68M +$78.1K +1,383 +3%
SP
710
SWS Partners
Ohio
$2.66M -$1.11M -19,691 -29%
PCA
711
Pallas Capital Advisors
Massachusetts
$2.64M +$161K +2,459 +6%
GAM
712
Groupama Asset Management
France
$2.62M +$2.62M +57,811 New
WWA
713
WCG Wealth Advisors
Nevada
$2.61M -$45.8K -810 -2%
WF
714
Welch & Forbes
Massachusetts
$2.61M -$99.5K -1,762 -4%
UHC
715
Union Heritage Capital
Michigan
$2.6M – – –
FT
716
Fiduciary Trust
Massachusetts
$2.59M +$22.4K +397 +0.9%
AWM
717
Avitas Wealth Management
California
$2.59M +$33.7K +596 +1%
FTWA
718
Fifth Third Wealth Advisors
Ohio
$2.59M +$198K +3,512 +8%
ACM
719
AlphaStar Capital Management
North Carolina
$2.58M +$424K +7,510 +20%
MYLI
720
Meiji Yasuda Life Insurance
Japan
$2.58M +$55K +974 +2%
DLCIG
721
D.L. Carlson Investment Group
New Hampshire
$2.57M -$339K -6,000 -12%
SIG
722
Stonegate Investment Group
Alabama
$2.57M +$167K +2,954 +7%
GIM
723
Goelzer Investment Management
Indiana
$2.56M -$213K -3,770 -8%
CCM
724
Coldstream Capital Management
Washington
$2.56M +$398K +6,841 +18%
JIC
725
Joel Isaacson & Co
New York
$2.55M +$17.7K +313 +0.7%
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