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 %
AIM
1326
Aigen Investment Management
New York
$580K -$1.15M -20,347 -66%
SSWM
1327
Sheets Smith Wealth Management
North Carolina
$579K -$2.09K -37 -0.4%
CLOS
1328
Compagnie Lombard Odier SCmA
Switzerland
$579K -$3.74M -66,160 -87%
SC
1329
Steph & Co
Wisconsin
$579K – – –
GSC
1330
G&S Capital
Colorado
$578K +$791 +14 +0.1%
Financial Engines Advisors
1331
Financial Engines Advisors
California
$576K +$24.8K +439 +4%
GC
1332
GFG Capital
Florida
$573K -$13.7K -485 -2%
FMTC
1333
Farmers & Merchants Trust Company
California
$572K -$30.9K -547 -5%
CCM
1334
Chiron Capital Management
Florida
$571K -$124K -2,201 -18%
TAM
1335
Tucker Asset Management
Colorado
$569K +$70.2K +1,242 +14%
JC
1336
Jacobs & Co
California
$567K -$11.3K -200 -2%
BBNA
1337
Bremer Bank National Association
Minnesota
$566K -$31.9K -565 -5%
CWM
1338
Circle Wealth Management
New Jersey
$562K +$904 +16 +0.2%
PP
1339
PDS Planning
Ohio
$562K +$31.4K +556 +6%
AA
1340
Alta Advisers
United Kingdom
$559K – – –
BMC
1341
Beaton Management Company
Massachusetts
$559K – – –
WB
1342
Webster Bank
Connecticut
$559K – – –
CCG
1343
Catalina Capital Group
California
$558K +$9.49K +168 +2%
MCM
1344
Monument Capital Management
Virginia
$558K -$1.02K -18 -0.2%
IIA
1345
Integral Investment Advisors
California
$558K – – –
RT
1346
Rockland Trust
Massachusetts
$556K – – –
BFO
1347
Biltmore Family Office
North Carolina
$556K +$26.1K +462 +5%
WP
1348
WealthShield Partners
North Carolina
$551K +$179K +3,168 +48%
AIM
1349
Athena Investment Management
California
$551K – – –
VP
1350
Verum Partners
North Carolina
$551K +$6.27K +111 +1%
52 53
54
55 56