WFC icon

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 %
WA1
1226
Wimmer Associates 1
California
$723K – – –
CRC
1227
Curi RMB Capital
Illinois
$722K -$106K -1,883 -13%
CCM
1228
Chilton Capital Management
Texas
$720K +$25.2K +446 +4%
ALAM
1229
Asahi Life Asset Management
Japan
$719K +$67.2K +1,190 +10%
EAM
1230
Empirical Asset Management
Massachusetts
$718K +$9.14K +242 +1%
LFA
1231
Legacy Financial Advisors
Kentucky
$718K -$143K -2,525 -17%
NSAM
1232
North Star Asset Management
Wisconsin
$715K -$960 -17 -0.1%
AA
1233
ALPS Advisors
Colorado
$711K -$237K -4,200 -25%
LCWP
1234
Legacy Capital Wealth Partners
Arkansas
$711K +$6.61K +117 +0.9%
FFG
1235
Fiduciary Financial Group
California
$710K -$9.68K -169 -1%
QC
1236
Quent Capital
New York
$709K +$69.7K +1,235 +11%
CUAMC
1237
China Universal Asset Management Company
China
$708K +$398K +7,044 +128%
OA
1238
Operose Advisors
Wisconsin
$708K – – –
JFA
1239
JNBA Financial Advisors
Minnesota
$706K – – –
PMG
1240
Private Management Group
California
$704K +$565 +10 +0.1%
Members Trust
1241
Members Trust
Florida
$702K – – –
PFSC
1242
Peoples Financial Services Corp
Pennsylvania
$699K -$13.6K -240 -2%
MIFH
1243
Migdal Insurance & Financial Holdings
Israel
$697K -$313K -5,581 -31%
PCM
1244
Pointe Capital Management
Michigan
$695K -$90.4K -1,600 -12%
ECG
1245
Edge Capital Group
Georgia
$694K -$31.6K -559 -4%
CT
1246
Chicago Trust
Illinois
$693K -$30.4K -539 -4%
EW
1247
Element Wealth
Mississippi
$692K -$10.5K -186 -1%
SAM
1248
Strategy Asset Managers
California
$691K +$691K +12,231 New
SYBT
1249
Stock Yards Bank & Trust
Kentucky
$687K -$143K -2,526 -17%
AC
1250
ASB Consultores
Florida
$679K -$20.5K -363 -3%
48 49
50
51 52