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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 %
ECU
1151
Eisler Capital (US)
New York
$837K -$138K -2,435 -14%
VF
1152
Vest Financial
Virginia
$836K +$555K +9,816 +197%
CWM
1153
C2C Wealth Management
Arizona
$835K – – –
CLA
1154
Carnegie Lake Advisors
New Jersey
$834K +$834K +14,768 New
LGA
1155
Lebenthal Global Advisors
New York
$829K +$12.9K +228 +2%
KIA
1156
Knollwood Investment Advisory
Maryland
$824K – – –
HNB
1157
Hilltop National Bank
Wyoming
$823K – – –
DS
1158
DRW Securities
Illinois
$822K -$3.29M -58,324 -80%
BCA
1159
Bay Colony Advisors
Massachusetts
$820K -$14.8K -262 -2%
HBT
1160
Hills Bank & Trust
Iowa
$814K +$31.2K +553 +4%
NWM
1161
Northwest Wealth Management
Iowa
$814K -$8.81K -156 -1%
LF
1162
LifeSteps Financial
California
$814K +$282 +5 +0%
KCM
1163
Kanawha Capital Management
Virginia
$811K -$260K -4,597 -24%
SCTC
1164
Sanibel Captiva Trust Company
Florida
$810K +$45.6K +807 +6%
PWLP
1165
Prio Wealth Limited Partnership
Massachusetts
$808K -$565 -10 -0.1%
GI
1166
Gradient Investments
Minnesota
$805K -$20.8K -369 -3%
BMA
1167
Brooks Moore & Associates
Tennessee
$804K +$7.63K +135 +1%
PGIM
1168
Pacific Global Investment Management
California
$804K +$5.25K +93 +0.7%
CCM
1169
Cohen Capital Management
California
$800K +$181K +3,210 +29%
FNBSF
1170
First National Bank Sioux Falls
South Dakota
$799K -$9.6K -170 -1%
NB
1171
Nicolet Bankshares
Wisconsin
$798K -$104K -1,833 -11%
FPB
1172
First PREMIER Bank
South Dakota
$797K -$11.7K -208 -1%
Legacy Financial Group (Iowa)
1173
Legacy Financial Group (Iowa)
Iowa
$796K -$19.1K -338 -2%
KJWM
1174
Kiley Juergens Wealth Management
Washington
$792K +$6.61K +117 +0.8%
FFA
1175
Fragasso Financial Advisors
Pennsylvania
$791K -$138K -2,439 -15%
45 46
47
48 49