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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
$5.15B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.24B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$11.1B
4
BlackRock
BlackRock
New York
$14.7B
5
Franklin Resources
Franklin Resources
California
$525M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$45.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.06B
3
APG Asset Management
APG Asset Management
Netherlands
$0
4
Capital International Investors
Capital International Investors
California
$2.76B
5
Dodge & Cox
Dodge & Cox
California
$4.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$116M -$800K -14,155 -0.7%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$113M -$8.63M -152,697 -7%
Public Sector Pension Investment Board (PSP Investments)
103
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$112M +$50.3M +889,953 +82%
KeyBank National Association
104
KeyBank National Association
Ohio
$111M -$12.4M -220,180 -10%
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$110M +$24M +424,958 +28%
Victory Capital Management
106
Victory Capital Management
Texas
$108M -$22.2M -393,812 -17%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$107M -$5.29M -93,642 -5%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$106M -$8.9M -157,600 -8%
Corient Private Wealth
109
Corient Private Wealth
Florida
$105M +$7.62M +134,918 +8%
YAM
110
Yacktman Asset Management
Texas
$104M -$37.6M -665,333 -27%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$104M -$4.39M -77,775 -4%
MIS
112
Morningstar Investment Services
Illinois
$103M -$477K -8,536 -0.5%
Calamos Advisors
113
Calamos Advisors
Illinois
$102M +$2.07M +36,653 +2%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$101M +$1.1M +19,485 +1%
SSM
115
Sound Shore Management
Connecticut
$100M +$11.2M +198,930 +13%
Macquarie Group
116
Macquarie Group
Australia
$97.5M +$62.4M +1,103,789 +177%
SEI Investments
117
SEI Investments
Pennsylvania
$97.2M +$856K +15,157 +0.9%
Aviva
118
Aviva
United Kingdom
$94.8M +$105K +1,858 +0.1%
SO
119
STRS Ohio
Ohio
$93.1M -$4.58M -80,991 -5%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$92.9M -$707K -12,510 -0.8%
AQR Capital Management
121
AQR Capital Management
Connecticut
$92.5M +$35.5M +636,451 +62%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$92.2M +$40.4M +714,289 +78%
AAI
123
American Assets Inc
California
$90.4M – – –
LI
124
Latash Investments
Alaska
$90M -$5M -88,444 -5%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$89.5M -$27.3M -482,972 -23%
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