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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 %
IRC
1201
Investors Research Corp
Georgia
$760K +$9.04K +160 +1%
AIIMS
1202
Analyst IMS Investment Management Services
Israel
$759K -$270K -4,789 -26%
RIA
1203
Richwood Investment Advisors
Ohio
$758K -$8.47K -150 -1%
CIG
1204
Cullen Investment Group
Louisiana
$752K -$3.56K -63 -0.5%
BAMF
1205
BI Asset Management Fondsmaeglerselskab
Denmark
$752K – – –
WIS
1206
Wright Investors Service
Connecticut
$752K -$702K -12,421 -48%
1SB
1207
1ST Source Bank
Indiana
$747K -$176K -3,112 -19%
GFA
1208
Gallagher Fiduciary Advisors
Illinois
$747K -$82.3K -1,457 -10%
DDC
1209
DF Dent & Co
Maryland
$747K +$747K +13,228 New
WAM
1210
Weatherly Asset Management
California
$744K – – –
T
1211
TOBAM
France
$739K +$89.5K +1,584 +14%
BFA
1212
Bragg Financial Advisors
North Carolina
$737K -$16.7K -295 -2%
CP
1213
CenterBook Partners
Connecticut
$737K +$737K +13,039 New
IIC
1214
Ironwood Investment Counsel
Arizona
$736K -$317K -5,616 -30%
FMWA
1215
Forvis Mazars Wealth Advisors
Missouri
$734K -$28.8K -510 -4%
IWA
1216
IVC Wealth Advisors
Pennsylvania
$730K -$125K -2,218 -15%
LWM
1217
Liberty Wealth Management
California
$729K +$42.3K +748 +6%
WBCM
1218
Wilson & Boucher Capital Management
California
$728K -$4.35K -77 -0.6%
MIA
1219
MeadowBrook Investment Advisors
Michigan
$728K – – –
SWM
1220
Segment Wealth Management
Texas
$726K -$102K -1,807 -12%
HFO
1221
Heritage Family Offices
Arizona
$726K +$1.36K +24 +0.2%
9WM
1222
9258 Wealth Management
Ohio
$725K +$282 +5 +0%
BC
1223
Bridgefront Capital
Texas
$725K +$725K +12,841 New
ISL
1224
Ingalls & Snyder LLC
New York
$725K – – –
FLI
1225
Family Legacy Inc
South Carolina
$723K – – –
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