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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 %
PWA
1051
Providence Wealth Advisors
Illinois
$1.03M +$30.8K +475 +3%
GIP
1052
Greatmark Investment Partners
Georgia
$1.03M +$45.2K +800 +5%
TFA
1053
Trinity Financial Advisors
Ohio
$1.03M +$10.9K +257 +1%
EWA
1054
Exencial Wealth Advisors
Oklahoma
$1.03M +$27.2K +481 +3%
MPIA
1055
Mountain Pacific Investment Advisers
Idaho
$1.02M -$86.5K -1,531 -8%
DI
1056
Diligent Investors
California
$1.02M +$57.5K +1,017 +6%
GM
1057
GeoWealth Management
Illinois
$1.02M -$84.3K -1,492 -8%
BB
1058
Busey Bank
Illinois
$1.02M -$21.6K -382 -2%
MWM
1059
Modera Wealth Management
New Jersey
$1.02M +$9.43K +167 +0.9%
BOC
1060
Barbara Oil Co
Illinois
$1.02M – – –
NC
1061
nVerses Capital
Florida
$1.02M +$322K +5,700 +46%
BCM
1062
Becker Capital Management
Oregon
$1.01M +$42.1K +746 +4%
WBWA
1063
William B. Walkup & Associates
South Carolina
$1.01M -$3.73K -66 -0.4%
AA
1064
Ancora Advisors
Ohio
$1.01M +$36.9K +654 +4%
MCM
1065
MV Capital Management
Maryland
$1.01M +$76K +1,345 +8%
RWP
1066
RWA Wealth Partners
Massachusetts
$1.01M -$34.5K -611 -3%
SAM
1067
Smartleaf Asset Management
Massachusetts
$1.01M +$313K +5,604 +45%
LA
1068
LBP AM
France
$1M -$53K -938 -5%
MLM
1069
Mount Lucas Management
Pennsylvania
$1M -$1.5M -26,489 -60%
AWA
1070
Aaron Wealth Advisors
Illinois
$1M +$196K +3,466 +24%
JCM
1071
Jacobi Capital Management
Pennsylvania
$1M +$1.53K +27 +0.2%
WBG
1072
Wharton Business Group
Pennsylvania
$1M – – –
MMHP
1073
Murphy Middleton Hinkle & Parker
Georgia
$998K -$47.9K -848 -5%
PFA
1074
Pure Financial Advisors
California
$996K +$46K +815 +5%
HCMT
1075
Highland Capital Management (Tennessee)
Tennessee
$994K -$6.75M -119,430 -87%
41 42
43
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