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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 %
AW
1176
Avion Wealth
Texas
$791K -$113 -2 -0%
WPW
1177
Waldron Private Wealth
Pennsylvania
$791K -$13.2K -234 -2%
ANTB
1178
AMG National Trust Bank
Colorado
$790K -$135K -2,384 -15%
EB
1179
Eastern Bank
Massachusetts
$790K +$790K +13,989 New
LA
1180
Legacy Advisors
Pennsylvania
$790K +$97.6K +1,728 +14%
WP
1181
Wealthspan Partners
Iowa
$789K -$21.7K -384 -3%
FRM
1182
Fox Run Management
Connecticut
$789K +$789K +13,960 New
SIA
1183
Strategic Investment Advisors
Michigan
$781K -$25.3K -448 -3%
CIA
1184
Cladis Investment Advisory
Montana
$781K – – –
CRI
1185
Colonial River Investments
Virginia
$780K +$780K +13,807 New
PAMG
1186
Patton Albertson Miller Group
Tennessee
$779K -$3.67K -65 -0.5%
OWP
1187
Obermeyer Wealth Partners
Colorado
$778K – – –
GFP
1188
Gryphon Financial Partners
Ohio
$776K -$40.8K -723 -5%
PNC
1189
Park National Corp
Ohio
$775K -$3.11K -55 -0.4%
CA
1190
Carson Advisory
Georgia
$775K -$3.28K -58 -0.4%
SWM
1191
Shakespeare Wealth Management
Wisconsin
$774K -$791 -14 -0.1%
VPP
1192
Vertex Planning Partners
Illinois
$774K -$1.19K -21 -0.2%
PCM
1193
Prelude Capital Management
New York
$772K +$494K +8,751 +178%
PL
1194
Plancorp LLC
Missouri
$770K +$6.27K +111 +0.8%
CWP
1195
Cyndeo Wealth Partners
Florida
$770K -$35.6K -630 -4%
NCM
1196
Neumann Capital Management
California
$770K – – –
FMLI
1197
Fukoku Mutual Life Insurance
Japan
$768K – – –
CPA
1198
Cardiff Park Advisors
California
$765K +$1.07K +19 +0.1%
BTW
1199
Boston Trust Walden
Massachusetts
$763K – – –
HWP
1200
Highline Wealth Partners
California
$762K +$1.75K +31 +0.2%
46 47
48
49 50