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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 %
TFO
1276
Tarbox Family Office
California
$642K -$1.92K -34 -0.3%
IF
1277
Intrua Financial
Texas
$641K -$319K -5,651 -33%
FFM
1278
Flagstone Financial Management
Nebraska
$640K -$4.12K -73 -0.6%
VCAM
1279
Van Cleef Asset Management
Ohio
$639K +$56 +1 +0%
CA
1280
Cumberland Advisors
Florida
$638K – – –
HWAM
1281
Hennion & Walsh Asset Management
New Jersey
$637K +$637K +11,278 New
JWA
1282
JFS Wealth Advisors
Pennsylvania
$636K -$187K -3,306 -23%
HAM
1283
Harmony Asset Management
Arizona
$635K +$635K +11,247 New
RCM
1284
RB Capital Management
Nevada
$635K +$85.6K +1,516 +16%
WBC
1285
Westpac Banking Corp
Australia
$635K +$635K +11,235 New
WBC
1286
West Branch Capital
Massachusetts
$633K +$49K +868 +8%
WA
1287
Wealth Alliance
New York
$633K -$103K -1,827 -14%
HI
1288
Humankind Investments
New York
$632K +$92K +1,628 +17%
AWAU
1289
Alliance Wealth Advisors (Utah)
Utah
$632K -$13.7K -243 -2%
CH
1290
Cromwell Holdings
Wyoming
$631K – – –
PWW
1291
Pettyjohn Wood & White
Virginia
$630K -$43.7K -774 -6%
TCOV
1292
Trust Company of Vermont
Vermont
$626K -$90.6K -1,603 -13%
DBIA
1293
Dumont & Blake Investment Advisors
New Jersey
$625K -$602K -10,652 -49%
PCA
1294
Providence Capital Advisors
North Carolina
$624K +$5.59K +99 +0.9%
KA
1295
Kovack Advisors
Florida
$620K +$13K +231 +2%
RCM
1296
Radnor Capital Management
Pennsylvania
$619K +$619K +10,961 New
ST
1297
Sabal Trust
Florida
$616K +$616K +10,912 New
AHL
1298
Abel Hall LLC
Louisiana
$616K -$4.29K -76 -0.7%
BAM
1299
Belpointe Asset Management
Nevada
$616K +$127K +2,242 +26%
LCM
1300
Leisure Capital Management
California
$612K -$2.43K -43 -0.4%
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