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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 %
PIM
1001
Penobscot Investment Management
Massachusetts
$1.15M +$47.9K +848 +4%
RCM
1002
RNC Capital Management
California
$1.15M – – –
SRC
1003
Sage Rhino Capital
California
$1.14M +$2.03K +36 +0.2%
LIA
1004
LS Investment Advisors
Michigan
$1.14M – – –
BBA
1005
BLB&B Advisors
Pennsylvania
$1.14M -$40.6K -718 -3%
MG
1006
Mather Group
Illinois
$1.14M +$78.6K +1,391 +7%
FRA
1007
Frank Rimerman Advisors
California
$1.13M -$34K -601 -3%
OFS
1008
OneAscent Financial Services
Alabama
$1.13M +$1.13M +20,013 New
CA
1009
Continuum Advisory
Idaho
$1.13M +$30.9K +424 +3%
HA
1010
Harbor Advisors
Florida
$1.13M – – –
SC
1011
Savoie Capital
Illinois
$1.13M +$1.13M +20,000 New
CIC
1012
Carnegie Investment Counsel
Ohio
$1.13M -$64.9K -1,148 -5%
HSA
1013
HBK Sorce Advisory
Pennsylvania
$1.13M -$55.5K -982 -5%
JSL
1014
JT Stratford LLC
Georgia
$1.12M -$48.4K -857 -4%
LCAM
1015
London & Capital Asset Management
United Kingdom
$1.12M +$6.16K +109 +0.6%
AWA
1016
Arkadios Wealth Advisors
Georgia
$1.12M +$182K +3,228 +19%
PL
1017
Polianta Ltd
Jersey
$1.12M +$1.12M +19,800 New
EM
1018
Excalibur Management
Massachusetts
$1.12M -$36K -637 -3%
MPAM
1019
Murphy Pohlad Asset Management
Minnesota
$1.11M -$25.4K -450 -2%
ET
1020
Equitable Trust
Tennessee
$1.11M -$19.9K -353 -2%
AIA
1021
Affinity Investment Advisors
California
$1.11M -$25.6K -454 -2%
FBT
1022
First Bank & Trust
South Dakota
$1.11M -$7.85K -139 -0.7%
SAM
1023
Sompo Asset Management
Japan
$1.11M -$16.4K -290 -1%
IAMOG
1024
Investors Asset Management of Georgia
Georgia
$1.11M +$3.33K +59 +0.3%
DWM
1025
Dakota Wealth Management
Florida
$1.1M -$24.2K -428 -2%
39 40
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