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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 %
CIS
751
Capital International Sarl
California
$2.37M -$543K -9,612 -19%
SSWM
752
Smith Salley Wealth Management
North Carolina
$2.36M +$3.45K +61 +0.1%
NW
753
Naviter Wealth
Arkansas
$2.36M -$21.6K -382 -0.9%
ECU
754
Eisler Capital (UK)
United Kingdom
$2.35M +$2.35M +41,656 New
CIA
755
Concurrent Investment Advisors
Florida
$2.34M +$36.3K +643 +2%
CIA
756
Choate Investment Advisors
Massachusetts
$2.33M -$32.9K -582 -1%
LFM
757
LGT Fund Management
Liechtenstein
$2.32M +$15.4K +279 +0.7%
CFM
758
Catalyst Funds Management
Australia
$2.32M -$1.94M -34,400 -46%
SJL
759
Shayne & Jacobs LLC
Tennessee
$2.31M – – –
SDWIA
760
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.31M – – –
BJL
761
Brighton Jones LLC
Washington
$2.3M -$99K -1,753 -4%
CAMG
762
CWA Asset Management Group
Florida
$2.3M +$2.3M +40,719 New
PCIA
763
Prime Capital Investment Advisors
Kansas
$2.3M -$117K -2,070 -5%
SCI
764
Stableford Capital II
Arizona
$2.29M -$18.2K -298 -0.8%
IA
765
IFP Advisors
Florida
$2.28M +$194K +3,437 +9%
PTCG
766
Pring Turner Capital Group
California
$2.28M -$194K -3,437 -8%
SW
767
Simplicity Wealth
New Jersey
$2.27M -$3.04M -53,896 -57%
CTC
768
Central Trust Company
Missouri
$2.27M -$420K -7,437 -16%
SCA
769
Snowden Capital Advisors
New York
$2.27M +$64.9K +1,148 +3%
KIA
770
KCM Investment Advisors
California
$2.26M -$42K -744 -2%
UAS
771
United Asset Strategies
New York
$2.26M +$11.2K +199 +0.5%
RHAM
772
Round Hill Asset Management
California
$2.25M -$43.8K -775 -2%
BP
773
Ballentine Partners
Massachusetts
$2.24M +$94.7K +1,676 +4%
CMTU
774
Capital Markets Trading (UK)
United Kingdom
$2.24M -$7.27M -128,666 -76%
KOC
775
Koss-Olinger Consulting
Florida
$2.23M -$6.55K -116 -0.3%
29 30
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