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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 %
RPC
951
Rossmore Private Capital
Connecticut
$1.28M – – –
LWM
952
LJI Wealth Management
Indiana
$1.27M -$112K -1,978 -8%
OCM
953
One Capital Management
California
$1.27M +$148K +2,615 +13%
JFG
954
Jefferies Financial Group
New York
$1.26M -$1.94M -34,375 -61%
IWM
955
IHT Wealth Management
Illinois
$1.26M +$177K +3,155 +16%
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$1.26M -$22.8K -404 -2%
JIP
957
Jaffetilchin Investment Partners
Florida
$1.26M +$5.59K +99 +0.4%
FB
958
Fulton Bank
Pennsylvania
$1.26M -$72K -1,275 -5%
TPWA
959
TRUE Private Wealth Advisors
Oregon
$1.26M -$98.1K -1,737 -7%
MC
960
Martin & Co
Tennessee
$1.26M -$1.64K -29 -0.1%
BIG
961
Brooklyn Investment Group
New York
$1.26M +$100K +1,776 +9%
WWM
962
Western Wealth Management
Colorado
$1.25M +$557K +9,867 +80%
LI
963
Louisbourg Investments
New Brunswick, Canada
$1.25M – – –
CSC
964
Cove Street Capital
California
$1.25M – – –
MA
965
Mutual Advisors
Nebraska
$1.24M -$86.6K -1,323 -7%
AI
966
Accredited Investors
Minnesota
$1.24M -$256K -4,538 -17%
1IA
967
1834 Investment Advisors
Wisconsin
$1.24M +$149K +2,644 +14%
FGI
968
Foresight Global Investors
New York
$1.23M – – –
PK
969
Pflug Koory
Nebraska
$1.23M +$1.23M +21,761 New
EFS
970
Essex Financial Services
Connecticut
$1.23M -$306K -4,725 -20%
OCBCO
971
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.23M +$828K +14,682 +208%
SWM
972
Sendero Wealth Management
Texas
$1.22M +$48.9K +866 +4%
SBIA
973
Sheaff Brock Investment Advisors
Indiana
$1.22M +$67.9K +1,202 +6%
CCB
974
Country Club Bank
Missouri
$1.22M -$568K -10,164 -32%
CCG
975
Ceeto Capital Group
Florida
$1.22M +$113K +2,000 +10%
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