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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 %
CC
926
Cadinha & Co
Hawaii
$1.39M – – –
AL
927
Aspiriant LLC
California
$1.38M +$55.2K +977 +4%
NS
928
NBC Securities
Alabama
$1.38M +$22K +390 +2%
LWANC
929
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38M +$29.4K +520 +2%
DT
930
Diversified Trust
Tennessee
$1.37M +$130K +2,294 +10%
LSAG
931
Lake Street Advisors Group
New Hampshire
$1.37M -$50.2K -888 -4%
DTC
932
Davidson Trust Company
Washington
$1.37M +$357K +6,326 +35%
FHA
933
First Horizon Advisors
Tennessee
$1.37M -$10.8K -191 -0.8%
DWM
934
Drive Wealth Management
Utah
$1.36M +$78K +1,381 +6%
IA
935
Insight Advisors
Pennsylvania
$1.36M -$1.02K -18 -0.1%
TCM
936
Teza Capital Management
Illinois
$1.35M -$8.33M -147,498 -86%
TAM
937
Tealwood Asset Management
Minnesota
$1.35M +$1.35M +23,964 New
SS
938
Sunbelt Securities
Texas
$1.35M +$58K +1,027 +5%
BFIM
939
Beese Fulmer Investment Management
Ohio
$1.35M -$59.9K -1,061 -4%
EFM
940
E Fund Management
China
$1.35M +$106K +1,873 +9%
TCOT
941
Trust Company of Toledo
Ohio
$1.34M -$11.9K -211 -0.9%
NRS
942
Neville Rodie & Shaw
New York
$1.33M -$110K -1,949 -8%
SIA
943
Schechter Investment Advisors
Michigan
$1.32M -$154K -2,728 -10%
SAM
944
Silvercrest Asset Management
New York
$1.31M -$332K -5,881 -20%
GVAG
945
Great Valley Advisor Group
Delaware
$1.31M +$27.5K +487 +2%
SIA
946
Soltis Investment Advisors
Utah
$1.3M -$73.7K -1,305 -5%
BCWM
947
Bartlett & Co Wealth Management
Ohio
$1.29M +$7.91K +140 +0.6%
BMM
948
Buffington Mohr McNeal
Idaho
$1.29M +$1.07K +19 +0.1%
SF
949
Summit Financial
New Jersey
$1.29M -$565 -10 -0%
WT
950
Washington Trust
Rhode Island
$1.29M -$2.2K -39 -0.2%
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