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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 %
KCIC
726
Kuhn & Co Investment Counsel
Illinois
$2.54M -$4.97K -88 -0.2%
NB
727
NBT Bank
New York
$2.54M -$89.6K -1,586 -3%
FPAS
728
Focus Partners Advisor Solutions
Missouri
$2.52M +$31.9K +564 +1%
IGAM
729
iA Global Asset Management
Quebec, Canada
$2.5M -$4.27M -75,657 -63%
VNIM
730
Vaughan Nelson Investment Management
Texas
$2.5M – – –
HPC
731
HM Payson & Co
Maine
$2.5M +$195K +3,451 +8%
WAM
732
Wolverine Asset Management
Illinois
$2.49M +$2.49M +44,099 New
FSA
733
Franklin Street Advisors
North Carolina
$2.49M +$84.4K +1,493 +4%
PPWP
734
Premier Path Wealth Partners
New Jersey
$2.48M +$64.7K +1,146 +3%
PBK
735
Peoples Bank (Kansas)
Kansas
$2.48M -$27.1K -480 -1%
HB
736
HTLF Bank
Colorado
$2.48M -$83.8K -1,484 -3%
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.47M +$336K +5,954 +16%
CIA
738
Cohen Investment Advisors
New Hampshire
$2.45M -$169 -3 -0%
SLI
739
Sumitomo Life Insurance
Japan
$2.45M +$58.2K +1,030 +2%
FG
740
Foster Group
Iowa
$2.44M -$472K -8,361 -16%
TAM
741
Trust Asset Management
Texas
$2.44M -$220K -3,890 -8%
WPC
742
White Pine Capital
Minnesota
$2.42M -$22.8K -403 -0.9%
PAM
743
Paradigm Asset Management
New York
$2.42M – – –
BBHC
744
Brown Brothers Harriman & Co
New York
$2.41M -$6.89K -122 -0.3%
WC
745
Wynn Capital
Georgia
$2.4M +$57.1K +1,010 +2%
GI
746
GS Investments
Minnesota
$2.4M – – –
FFO
747
Fiduciary Family Office
Florida
$2.39M -$146K -2,582 -6%
MWP
748
Meridian Wealth Partners
Pennsylvania
$2.39M -$11.9K -210 -0.5%
ACM
749
Argyle Capital Management
Pennsylvania
$2.38M -$84.7K -1,500 -3%
HSA
750
Hussman Strategic Advisors
Maryland
$2.37M +$2.37M +42,000 New
28 29
30
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