WFC icon

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 %
Capstone Investment Advisors
1026
Capstone Investment Advisors
New York
$1.1M +$504K +8,924 +85%
DG
1027
DMC Group
Alabama
$1.09M -$68.9K -1,219 -6%
MMPW
1028
Mitchell McLeod Pugh & Williams
Alabama
$1.09M -$32.7K -578 -3%
KFSC
1029
Keystone Financial Services (Colorado)
Colorado
$1.09M +$76.8K +1,360 +8%
CC
1030
Chicago Capital
Illinois
$1.09M -$40.8K -722 -4%
FNT
1031
First National Trust
Pennsylvania
$1.09M -$14.1K -250 -1%
CI
1032
CX Institutional
Indiana
$1.09M -$33.4K -592 -3%
RFM
1033
Royal Fund Management
Florida
$1.08M +$563K +9,958 +108%
CGL
1034
Clarius Group LLC
Washington
$1.08M -$70.1K -1,246 -6%
FCI
1035
Financial Counselors Inc
Kansas
$1.07M +$21.1K +373 +2%
WAG
1036
Wallace Advisory Group
California
$1.07M -$17.9K -302 -2%
AAS
1037
Ameritas Advisory Services
Nebraska
$1.07M +$188K +3,327 +21%
SC
1038
Syon Capital
California
$1.06M -$29K -514 -3%
RPCONE
1039
Retirement Planning Company of New England
Rhode Island
$1.06M +$47.2K +835 +5%
XF
1040
XML Financial
Maryland
$1.05M -$90.4K -1,600 -8%
ESB
1041
Essex Savings Bank
Connecticut
$1.05M -$1.13K -20 -0.1%
SL
1042
Sentry LLC
Tennessee
$1.05M -$3.39K -60 -0.3%
AF
1043
Advisornet Financial
Minnesota
$1.05M +$10.4K +184 +1%
VBFP
1044
Valtinson Bruner Financial Planning
Minnesota
$1.05M +$421K +7,451 +67%
AC
1045
Annandale Capital
Texas
$1.05M -$35.8K -634 -3%
SC
1046
Sawyer & Company
Massachusetts
$1.04M – – –
LA
1047
LexAurum Advisors
Kansas
$1.04M +$56 +1 +0%
HH
1048
Hilltop Holdings
Texas
$1.04M +$327K +5,788 +46%
DWA
1049
Delap Wealth Advisory
Oregon
$1.04M – – –
SWM
1050
SeaCrest Wealth Management
New York
$1.03M -$2.6K -46 -0.3%
40 41
42
43 44