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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 %
AFCM
826
Applied Finance Capital Management
Puerto Rico
$1.92M -$31.4K -556 -2%
WI
827
WrapManager Inc
California
$1.91M +$43.4K +768 +2%
MYIA
828
Mount Yale Investment Advisors
Colorado
$1.86M -$321K -5,689 -15%
ZIC
829
ZWJ Investment Counsel
Georgia
$1.86M +$56 +1 +0%
PA
830
Parallel Advisors
California
$1.85M +$56.5K +1,001 +3%
BSI
831
Bennett Selby Investments
Maine
$1.84M -$11.2K -199 -0.6%
MAWCM
832
Mine & Arao Wealth Creation & Management
California
$1.83M -$11.3K -200 -0.6%
AAM
833
Auxier Asset Management
Oregon
$1.82M – – –
SACTSONJ
834
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.82M – – –
ACIM
835
Azimuth Capital Investment Management
Michigan
$1.82M -$209K -3,708 -10%
SCM
836
Silvant Capital Management
Georgia
$1.81M -$42.1K -746 -2%
AA
837
AF Advisors
California
$1.81M – – –
FWCM
838
Ferguson Wellman Capital Management
Oregon
$1.81M +$158K +2,800 +10%
ACL
839
Applied Capital LLC
Florida
$1.8M -$21.5K -380 -1%
MGIA
840
Moneta Group Investment Advisors
Missouri
$1.79M +$135K +2,391 +8%
GC
841
Grimes & Company
Massachusetts
$1.79M +$53.6K +949 +3%
WP
842
Westmount Partners
California
$1.79M -$14.9K -263 -0.8%
NAS
843
Nicolet Advisory Services
Wisconsin
$1.79M +$80.3K +1,460 +5%
AIC
844
Argus Investors Counsel
New York
$1.78M +$458K +8,107 +35%
DAS
845
Diversify Advisory Services
Utah
$1.77M -$93.2K -1,438 -5%
SAM
846
Selway Asset Management
$1.77M -$203K -3,600 -10%
MWM
847
Massachusetts Wealth Management
Massachusetts
$1.77M -$14.1K -250 -0.8%
FM
848
Freemont Management
Switzerland
$1.76M – – –
MGWM
849
Marks Group Wealth Management
Minnesota
$1.76M -$14.9K -264 -0.8%
GLR
850
Great Lakes Retirement
Ohio
$1.75M +$462K +8,187 +36%
32 33
34
35 36