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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 %
CCG
901
Coastwise Capital Group
California
$1.49M +$1.49M +26,436 New
MIC
902
Meridian Investment Counsel
California
$1.49M -$142K -2,511 -9%
GIA
903
GHP Investment Advisors
Colorado
$1.49M +$40.1K +710 +3%
VVP
904
Venture Visionary Partners
Ohio
$1.48M -$842K -14,906 -36%
KLCM
905
KG&L Capital Management
Louisiana
$1.48M +$867K +16,019 +142%
JWM
906
Jeppson Wealth Management
California
$1.48M -$28.4K -502 -2%
LFAS
907
Level Four Advisory Services
Texas
$1.47M -$3.55M -54,687 -71%
WKWM
908
Walter & Keenan Wealth Management
Indiana
$1.47M +$1.98K +35 +0.1%
AFG
909
Atomi Financial Group
New York
$1.46M -$142K -2,516 -9%
Balyasny Asset Management
910
Balyasny Asset Management
Illinois
$1.46M -$269M -4,761,817 -99%
FPWM
911
FSB Premier Wealth Management
Iowa
$1.45M +$243K +4,295 +20%
FG
912
Fiduciary Group
Georgia
$1.45M -$47.1K -834 -3%
HIC
913
Holderness Investments Company
North Carolina
$1.44M -$169 -3 -0%
ICM
914
Islay Capital Management
Texas
$1.44M – – –
RA
915
RFG Advisory
Alabama
$1.43M +$8.7K +154 +0.6%
OWA
916
One Wealth Advisors
California
$1.42M +$18.6K +329 +1%
CWM
917
Chemistry Wealth Management
New York
$1.42M -$166K -2,933 -10%
LCOV
918
London Company of Virginia
Virginia
$1.41M +$282 +5 +0%
PTC
919
Private Trust Company
Ohio
$1.41M -$26.7K -473 -2%
Fisher Asset Management
920
Fisher Asset Management
Washington
$1.4M +$170K +3,016 +14%
FSA
921
Fort Sheridan Advisors
Illinois
$1.4M -$46.6K -825 -3%
HCM
922
Howard Capital Management
Georgia
$1.4M +$1.4M +24,731 New
SAM
923
Synergy Asset Management
Washington
$1.4M +$1.4M +24,716 New
CNBTD
924
Citizens National Bank Trust Department
Mississippi
$1.39M -$124K -2,200 -8%
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$1.39M -$43.8K -776 -3%
35 36
37
38 39