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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 %
QCG
776
Quadrant Capital Group
Ohio
$2.21M -$4.35K -77 -0.2%
RGI
777
River Global Investors
United Kingdom
$2.21M -$54.2K -960 -2%
BW
778
Bison Wealth
Georgia
$2.21M -$431K -7,622 -16%
JWCA
779
J.W. Cole Advisors
Florida
$2.2M +$411K +7,276 +23%
HAG
780
HF Advisory Group
Maryland
$2.2M +$205K +3,637 +10%
EIP
781
Easterly Investment Partners
Massachusetts
$2.2M -$266K -4,710 -11%
CCP
782
Cunning Capital Partners
North Carolina
$2.19M – – –
OC
783
Oppenheimer & Co
New York
$2.16M -$115K -2,037 -5%
AGWCA
784
Annis Gardner Whiting Capital Advisors
Florida
$2.15M +$137K +2,433 +7%
AC
785
Avestar Capital
New York
$2.15M +$66.7K +1,180 +3%
FCBT
786
First Citizens Bank & Trust
North Carolina
$2.15M +$31.9K +564 +2%
HCP
787
Holt Capital Partners
Texas
$2.13M +$42.5K +752 +2%
OC
788
Oarsman Capital
Wisconsin
$2.13M +$70.8K +1,253 +3%
HT
789
HAP Trading
New York
$2.13M +$2.13M +37,737 New
VFA
790
Voya Financial Advisors
Connecticut
$2.13M +$68.9K +1,232 +3%
QI
791
QV Investors
Alberta, Canada
$2.12M -$6.51M -115,180 -75%
AGC
792
Aspen Grove Capital
Colorado
$2.12M -$56 -1 -0%
YC
793
Yarbrough Capital
Tennessee
$2.12M – – –
LCM
794
Legato Capital Management
California
$2.12M – – –
GI
795
GAMMA Investing
California
$2.12M +$282K +4,985 +15%
CF
796
Centaurus Financial
California
$2.11M -$256K -4,529 -11%
EWM
797
Evercore Wealth Management
New York
$2.1M -$19.8K -350 -0.9%
BCV
798
Banque Cantonale Vaudoise
Switzerland
$2.1M -$353K -6,241 -14%
CAG
799
Crestwood Advisors Group
Massachusetts
$2.09M +$71.3K +1,262 +4%
AP
800
Adero Partners
California
$2.09M +$13.8K +244 +0.7%
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