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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 %
PWMAG
1251
Pinnacle Wealth Management Advisory Group
New Jersey
$679K -$38.4K -679 -5%
TWP
1252
Tyche Wealth Partners
Texas
$679K -$35.9K -636 -5%
FTC
1253
Farmers Trust Company
Ohio
$676K +$16.9K +300 +3%
CCA
1254
Childress Capital Advisors
Texas
$670K +$5.65K +100 +0.9%
QWP
1255
Quotient Wealth Partners
Texas
$670K -$70.3K -1,245 -10%
WAP
1256
Wealthcare Advisory Partners
Pennsylvania
$669K -$59K -1,044 -8%
CS
1257
Cannell & Spears
New York
$667K -$117K -2,080 -15%
GLA
1258
Good Life Advisors
Pennsylvania
$666K +$36K +637 +6%
PFBT
1259
Parkside Financial Bank & Trust
Missouri
$666K -$4.41K -78 -0.7%
KMWM
1260
Keudell/Morrison Wealth Management
Oregon
$662K -$6.16K -109 -0.9%
NRI
1261
NFP Retirement Inc
California
$661K -$186K -3,300 -22%
SC
1262
Sepio Capital
Utah
$660K -$30.5K -540 -4%
SQA
1263
Simon Quick Advisors
New Jersey
$657K +$95.6K +1,693 +17%
CCWM
1264
Correct Capital Wealth Management
Missouri
$656K – – –
MSFS
1265
Main Street Financial Solutions
Pennsylvania
$654K +$125K +2,217 +24%
AIA
1266
AIMZ Investment Advisors
California
$653K +$18.1K +320 +3%
IIA
1267
IPG Investment Advisors
California
$652K – – –
CIC
1268
Chilton Investment Company
Connecticut
$648K – – –
MBTD
1269
Mechanics Bank - Trust Department
California
$648K -$4.24K -75 -0.7%
CAC
1270
Core Alternative Capital
Georgia
$644K – – –
CFGS
1271
Concourse Financial Group Securities
Alabama
$644K -$45.2K -801 -7%
PTP
1272
Platform Technology Partners
New York
$644K +$113 +2 +0%
HWA
1273
HCR Wealth Advisors
California
$644K – – –
DLA
1274
Douglas Lane & Associates
New York
$643K -$10.4K -184 -2%
RWA
1275
River Wealth Advisors
Pennsylvania
$642K +$9.26K +164 +1%
49 50
51
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