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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 %
AA
1076
Axiom Advisory
California
$992K +$15.5K +274 +2%
PI
1077
PFG Investments
New York
$991K +$206K +3,654 +26%
HCP
1078
Hexagon Capital Partners
Arkansas
$989K +$98.7K +1,748 +11%
CCIA
1079
Campbell & Co Investment Adviser
Maryland
$988K -$3.73M -66,076 -79%
DFCM
1080
Dark Forest Capital Management
Puerto Rico
$988K +$988K +17,481 New
IPW
1081
Impact Partnership Wealth
Georgia
$984K +$984K +17,424 New
BP
1082
BBR Partners
New York
$983K -$21.5K -381 -2%
BCG
1083
Breakwater Capital Group
New Jersey
$983K +$23.2K +410 +2%
JSW
1084
Journey Strategic Wealth
New Jersey
$980K +$74.8K +1,325 +8%
QP
1085
Quilter Plc
United Kingdom
$972K -$42.4K -750 -4%
GAG
1086
GM Advisory Group
New York
$968K +$15.4K +272 +2%
JFL
1087
Jarislowsky, Fraser Ltd
Quebec, Canada
$963K -$39.5K -700 -4%
GPA
1088
Garrison Point Advisors
California
$962K – – –
PCS
1089
Personal CFO Solutions
New Jersey
$958K -$14.9K -263 -2%
GCM
1090
Gladius Capital Management
Illinois
$954K +$207K +3,667 +28%
CIAS
1091
Capital Investment Advisory Services
North Carolina
$951K -$11.9K -210 -1%
BCM
1092
Boltwood Capital Management
California
$949K +$5.65K +100 +0.6%
MP
1093
Mangrove Partners
Connecticut
$945K +$945K +16,722 New
KC
1094
Knuff & Co
California
$943K – – –
SWM
1095
Spire Wealth Management
Virginia
$942K -$12.1K -214 -1%
EFG
1096
Everhart Financial Group
Ohio
$942K +$78.6K +1,392 +9%
SIC
1097
Salem Investment Counselors
North Carolina
$940K -$32.3K -571 -3%
LI
1098
LMCG Investments
Massachusetts
$939K -$1.92K -34 -0.2%
AWM
1099
Aviso Wealth Management
Washington
$937K +$303K +5,368 +48%
VWM
1100
Vivid Wealth Management
Iowa
$937K +$2.71K +48 +0.3%
42 43
44
45 46