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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 %
IF
1301
Integrity Financial
Wyoming
$612K +$188K +3,333 +44%
SAG
1302
SageView Advisory Group
California
$611K -$518K -9,165 -46%
TCM
1303
Tributary Capital Management
Nebraska
$610K -$28.2K -500 -4%
ACP
1304
Aviance Capital Partners
Florida
$605K +$3.73K +66 +0.6%
MAWA
1305
Moss Adams Wealth Advisors
Washington
$605K +$189K +3,344 +45%
WFI
1306
West Family Investments
California
$602K +$65.7K +1,163 +12%
GCM
1307
Greenland Capital Management
New York
$602K -$79.3K -1,404 -12%
CCM
1308
Carlson Capital Management
Minnesota
$601K -$42.4K -750 -7%
HTI
1309
Hikari Tsushin Inc
Japan
$601K – – –
APP
1310
Avantax Planning Partners
Iowa
$597K -$252K -4,462 -30%
PPP
1311
Private Portfolio Partners
New Jersey
$596K +$596K +10,558 New
CBA
1312
Coastal Bridge Advisors
Connecticut
$596K – – –
RCM
1313
Raleigh Capital Management
North Carolina
$595K +$69K +1,222 +13%
LWP
1314
LMG Wealth Partners
Louisiana
$595K +$3.33K +59 +0.6%
WIC
1315
Woodmont Investment Counsel
Tennessee
$593K – – –
MBT
1316
Montecito Bank & Trust
California
$593K -$11.3K -200 -2%
AWAP
1317
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$593K +$11.9K +210 +2%
OPCM
1318
Osborne Partners Capital Management
California
$593K – – –
SAI
1319
Savvy Advisors Inc
New York
$592K +$592K +10,487 New
DMBA
1320
Deseret Mutual Benefit Administrators
Utah
$589K -$34.5K -610 -6%
ATFA
1321
All Terrain Financial Advisors
Minnesota
$588K -$50.8K -900 -8%
ZIG
1322
Zuckerman Investment Group
Illinois
$587K +$23.4K +415 +4%
CIC
1323
Crawford Investment Counsel
Georgia
$581K -$13.6K -241 -2%
CFP
1324
Catalyst Financial Partners
Massachusetts
$581K -$24K -425 -4%
KCM
1325
Kathmere Capital Management
Pennsylvania
$580K +$99.4K +1,759 +21%
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