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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 %
FCCM
1101
First City Capital Management
Georgia
$937K -$382K -6,757 -29%
LD
1102
Lipe & Dalton
New York
$930K – – –
CA
1103
CWC Advisors
Oregon
$928K +$928K +16,431 New
MW
1104
Marcum Wealth
Ohio
$927K -$17.7K -314 -2%
DWA
1105
Douglass Winthrop Advisors
New York
$926K +$32K +566 +4%
GL
1106
Graypoint LLC
New York
$923K +$4.24K +75 +0.5%
PAM
1107
Palisade Asset Management
Minnesota
$922K -$28.2K -500 -3%
HBT
1108
Heartland Bank & Trust
Illinois
$916K -$11.1K -196 -1%
LPAM
1109
Lodestar Private Asset Management
California
$914K -$40.7K -721 -4%
SMA
1110
Sage Mountain Advisors
Georgia
$913K +$18.7K +331 +2%
IVP
1111
Intrinsic Value Partners
Arizona
$910K -$37.5K -663 -4%
CA
1112
Claro Advisors
Massachusetts
$910K +$123K +2,173 +16%
FPGT
1113
Financial Partners Group (Tennessee)
Tennessee
$904K +$84.8K +1,502 +10%
SIM
1114
Sterling Investment Management
Arizona
$904K -$63.5K -1,124 -7%
LI
1115
Lafayette Investments
Maryland
$904K – – –
TNB
1116
Thomasville National Bank
Georgia
$902K -$397K -7,020 -31%
BCM
1117
Brookstone Capital Management
Illinois
$901K -$6.33K -112 -0.7%
AIM
1118
Anchor Investment Management
South Carolina
$898K +$47.2K +836 +6%
CWS
1119
Cypress Wealth Services
California
$893K +$734 +13 +0.1%
SN
1120
Sittner & Nelson
Oregon
$892K -$56.5K -1,000 -6%
SIM
1121
Studio Investment Management
Illinois
$889K -$51.7K -915 -5%
WTB
1122
Washington Trust Bank
Washington
$889K +$7.34K +130 +0.8%
CWM
1123
Cornerstone Wealth Management
Missouri
$889K -$43.4K -768 -5%
LF
1124
Lantz Financial
Illinois
$889K +$5.08K +90 +0.6%
TCM
1125
Telos Capital Management
California
$888K -$194K -3,440 -18%
43 44
45
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