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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 %
PWP
1126
Principle Wealth Partners
Connecticut
$886K – – –
ZIM
1127
Zacks Investment Management
Illinois
$883K +$11.1K +197 +1%
TFA
1128
Tranquilli Financial Advisor
New Jersey
$883K +$15.1K +268 +2%
CCS
1129
Concentric Capital Strategies
Connecticut
$877K +$374K +6,622 +74%
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$875K -$89.9K -1,591 -9%
EA
1131
Eclectic Associates
California
$873K +$10.1K +178 +1%
GC
1132
Gilbert & Cook
Iowa
$868K +$1.53K +27 +0.2%
NWAG
1133
Net Worth Advisory Group
Utah
$865K +$865K +15,316 New
BCFD
1134
Boit C.F. David
$858K – – –
FNWA
1135
Financial Network Wealth Advisors
Utah
$858K -$24.7K -437 -3%
PWPS
1136
Pinnacle Wealth Planning Services
Ohio
$856K -$62.9K -1,113 -7%
MCM
1137
Mainstay Capital Management
Michigan
$856K -$48K -849 -5%
HCM
1138
Hutner Capital Management
Vermont
$854K – – –
CIA
1139
Cascade Investment Advisors
Oregon
$853K -$11.3K -200 -1%
IFU
1140
iSAM Funds (UK)
United Kingdom
$851K -$1.03M -18,312 -55%
PCFFS
1141
Pacific Center for Financial Services
California
$850K -$2.66K -47 -0.3%
RWP
1142
Ridgecrest Wealth Partners
California
$850K +$1.41K +25 +0.2%
EML
1143
Eos Management LP
New York
$847K -$282K -5,000 -25%
JWM
1144
Jupiter Wealth Management
Colorado
$847K – – –
WA
1145
WP Advisors
California
$845K -$189K -3,341 -18%
LRPA
1146
L. Roy Papp & Associates
Arizona
$843K -$278K -4,921 -25%
AFG
1147
Argent Financial Group
Louisiana
$841K +$841K +14,893 New
MIM
1148
MTM Investment Management
South Carolina
$841K -$2.96K -52 -0.4%
AWM
1149
Angeles Wealth Management
California
$840K -$8.14K -144 -1%
NSIM
1150
North Star Investment Management
Illinois
$839K -$5.65K -100 -0.7%
44 45
46
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