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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 %
RCAG
851
Rehmann Capital Advisory Group
Michigan
$1.75M +$29.5K +521 +2%
GIP
852
Granite Investment Partners
California
$1.73M -$56.5K -1,000 -3%
TWM
853
Tradition Wealth Management
Minnesota
$1.72M -$53.2K -941 -3%
NL
854
NVWM LLC
Pennsylvania
$1.72M +$78.6K +1,391 +5%
SSI
855
Scott & Selber Inc
Texas
$1.72M -$7.74K -137 -0.4%
WGAM
856
Wilkinson Global Asset Management
New York
$1.72M – – –
CI
857
Conning Inc
Connecticut
$1.72M -$18K -319 -1%
SSW
858
Smith Shellnut Wilson
Mississippi
$1.71M -$84.7K -1,500 -5%
Nomura Holdings
859
Nomura Holdings
Japan
$1.71M -$4.85M -85,897 -74%
PP
860
Pacifica Partners
Canada
$1.71M +$15.3K +270 +0.9%
CAM
861
Carret Asset Management
New York
$1.7M -$133K -2,350 -7%
XWM
862
Xcel Wealth Management
Florida
$1.7M -$88K -1,558 -5%
AF
863
Ally Financial
Michigan
$1.69M +$1.69M +30,000 New
APF
864
Alaska Permanent Fund
Alaska
$1.69M – – –
PAM
865
Peak Asset Management
Colorado
$1.69M -$53.3K -944 -3%
FFS
866
Founders Financial Securities
Maryland
$1.68M -$10.4K -184 -0.6%
IAN
867
Integrated Advisors Network
Texas
$1.67M -$12.4K -219 -0.7%
SWM
868
Shelton Wealth Management
Texas
$1.67M +$1.47K +26 +0.1%
MIM
869
Marco Investment Management
Georgia
$1.67M +$5.65K +100 +0.3%
AA
870
Argent Advisors
Louisiana
$1.65M +$25.4K +450 +2%
MAM
871
Mystic Asset Management
Rhode Island
$1.64M -$46.3K -819 -3%
MOS
872
MGO One Seven
Ohio
$1.63M -$69K -1,222 -4%
APC
873
Aspire Private Capital
North Carolina
$1.63M +$113K +1,998 +7%
IAS
874
Insigneo Advisory Services
Florida
$1.62M -$45.4K -803 -3%
NEWAS
875
N.E.W. Advisory Services
Wisconsin
$1.62M +$6.95K +123 +0.4%
33 34
35
36 37