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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 %
JIC
876
Johnson Investment Counsel
Ohio
$1.6M +$536K +9,495 +50%
BAAM
877
Baker Avenue Asset Management
California
$1.59M +$67.5K +1,194 +4%
LAM
878
Lummis Asset Management
Texas
$1.59M +$11.1K +196 +0.7%
RIL
879
Rothschild Investment LLC
Illinois
$1.59M -$41.9K -741 -3%
VIM
880
Vista Investment Management
Pennsylvania
$1.58M -$16K -284 -1%
FCP
881
Fidelis Capital Partners
Florida
$1.58M +$20.1K +311 +1%
ACA
882
Aptus Capital Advisors
Alabama
$1.57M +$229K +4,048 +17%
HI
883
Harbour Investments
Wisconsin
$1.57M -$1.24K -22 -0.1%
NHC
884
Nicholas Hoffman & Company
Georgia
$1.57M -$29.8K -528 -2%
KA
885
Kerrisdale Advisers
Florida
$1.56M – – –
SM
886
Sweeney & Michel
California
$1.56M +$126K +1,956 +9%
BAM
887
Bayview Asset Management
Florida
$1.55M +$1.55M +27,500 New
NCM
888
Northside Capital Management
Oregon
$1.53M – – –
FMC
889
First Merchants Corp
Indiana
$1.53M +$345K +6,114 +29%
CM
890
Crestline Management
Texas
$1.53M +$1.53M +27,069 New
WTC
891
WhitTier Trust Company
Nevada
$1.53M -$136K -2,402 -8%
GCM
892
Graham Capital Management
Connecticut
$1.52M +$1.52M +26,988 New
AC
893
Apella Capital
Connecticut
$1.52M +$155K +2,805 +11%
DWM
894
Dynasty Wealth Management
Florida
$1.52M -$241K -4,263 -14%
ECM
895
Evergreen Capital Management
Washington
$1.52M -$140K -2,475 -8%
HCP
896
Hardin Capital Partners
South Carolina
$1.51M -$41.9K -461 -3%
EHC
897
Everett Harris & Co
California
$1.51M -$24.3K -430 -2%
DWM
898
Diversify Wealth Management
Utah
$1.51M -$54K -837 -3%
USCWA
899
U.S. Capital Wealth Advisors
Texas
$1.5M -$175K -3,104 -10%
RMC
900
Resources Management Corp
Connecticut
$1.5M -$11.3K -200 -0.7%
34 35
36
37 38