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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 %
Walleye Capital
801
Walleye Capital
New York
$2.09M -$13.1M -232,160 -86%
WB
802
WesBanco Bank
West Virginia
$2.08M -$68K -1,203 -3%
TBA
803
Tower Bridge Advisors
Pennsylvania
$2.07M -$174K -3,075 -8%
BC
804
Burney Company
Virginia
$2.07M -$56K -991 -3%
PBT
805
Pictet Bank & Trust
Bahamas
$2.06M -$68.6K -1,215 -3%
ACI
806
Alpha Cubed Investments
California
$2.06M -$110K -1,952 -5%
CPIG
807
Chicago Partners Investment Group
Illinois
$2.05M +$264K +4,096 +15%
CI
808
Cigna Investments
Connecticut
$2.04M -$34.6K -612 -2%
SAM
809
Shell Asset Management
Netherlands
$2.03M +$2.03M +35,971 New
KWS
810
Keystone Wealth Services
California
$2.03M -$6.1K -108 -0.3%
DAS
811
Dynamic Advisor Solutions
Arizona
$2.02M +$111K +1,965 +6%
TSWM
812
Triangle Securities Wealth Management
North Carolina
$2.02M -$55K -974 -3%
A
813
AlphaQuest
New York
$2M -$805K -14,252 -29%
MAM
814
Marotta Asset Management
Virginia
$1.99M – – –
IWM
815
Iams Wealth Management
Nebraska
$1.99M +$160K +2,835 +9%
EI
816
Ethic Inc
New York
$1.98M -$286K -4,936 -13%
ADIM
817
Alpha DNA Investment Management
Maryland
$1.97M -$2.84M -50,219 -59%
Optiver Holding
818
Optiver Holding
Netherlands
$1.97M -$38M -673,138 -95%
YIA
819
YHB Investment Advisors
Connecticut
$1.96M -$16K -284 -0.8%
AMM
820
American Money Management
California
$1.96M – – –
SCM
821
Schnieders Capital Management
California
$1.95M -$192K -3,400 -9%
MFIM
822
Mesirow Financial Investment Management
Illinois
$1.95M +$1.02M +18,138 +111%
GIA
823
Gladstone Institutional Advisory
Florida
$1.94M +$1.4M +24,835 +260%
HAM
824
Hedges Asset Management
Nevada
$1.93M – – –
MIM
825
Miller Investment Management
Pennsylvania
$1.93M – – –
31 32
33
34 35