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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 %
EWM
976
Empirical Wealth Management
Washington
$1.21M +$112K +1,975 +10%
FIA
977
Foundations Investment Advisors
Arizona
$1.21M +$66.6K +1,179 +6%
JF
978
Jump Financial
Illinois
$1.21M -$1.85M -32,676 -60%
WG
979
Welch Group
Alabama
$1.21M +$11K +194 +0.9%
LIM
980
Leavell Investment Management
Alabama
$1.21M +$15.9K +281 +1%
RAG
981
RIA Advisory Group
Iowa
$1.2M +$1.2M +21,260 New
CAG
982
Csenge Advisory Group
Florida
$1.2M +$3.23K +53 +0.3%
MMA
983
Miracle Mile Advisors
California
$1.2M +$46.5K +824 +4%
GLLW
984
Graves Light Lenhart Wealth
Virginia
$1.19M +$226 +4 +0%
WANY
985
Wealthspire Advisors (New York)
New York
$1.19M -$32.7K -578 -3%
CIA
986
Citadel Investment Advisory
Ohio
$1.19M -$16.9K -300 -1%
LC
987
Lindbrook Capital
California
$1.19M +$19.5K +345 +2%
HFM
988
Hartford Funds Management
Pennsylvania
$1.19M +$196K +3,465 +20%
SCM
989
Semanteon Capital Management
Massachusetts
$1.18M +$1.18M +20,929 New
CRWM
990
Castle Rock Wealth Management
California
$1.18M +$72.7K +1,273 +7%
FFBTD
991
First Financial Bank - Trust Division
Ohio
$1.18M -$173K -3,054 -13%
EWA
992
EverSource Wealth Advisors
Alabama
$1.17M -$27.2K -481 -2%
MSR
993
Main Street Research
Connecticut
$1.17M -$443K -7,844 -27%
LCM
994
Lazari Capital Management
California
$1.17M -$14.5K -256 -1%
CTC
995
Cetera Trust Company
Minnesota
$1.17M -$50.8K -900 -4%
PMA
996
Prudent Man Advisors
Illinois
$1.16M -$24.7K -437 -2%
DC
997
Diametric Capital
Massachusetts
$1.16M +$1.16M +20,490 New
PB
998
Pinnacle Bancorp
Nebraska
$1.16M -$201K -3,557 -15%
KIG
999
Kennedy Investment Group
New Jersey
$1.15M -$4.75K -84 -0.4%
CC
1000
Courier Capital
New York
$1.15M -$5.48K -97 -0.5%
38 39
40
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