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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 %
IHWM
1351
Iron Horse Wealth Management
Iowa
$551K +$7.12K +126 +1%
GTAM
1352
Global Trust Asset Management
Florida
$550K -$32.7K -578 -6%
CW
1353
CreativeOne Wealth
Kansas
$544K +$186K +3,285 +52%
ONST
1354
Old North State Trust
North Carolina
$543K +$94.9K +1,680 +21%
HFM
1355
Hartford Financial Management
Connecticut
$542K – – –
STA
1356
Smith Thornton Advisors
Alabama
$542K – – –
SSB
1357
Sandy Spring Bank
Maryland
$541K -$30.6K -542 -5%
TFA
1358
Transamerica Financial Advisors
Florida
$540K +$166K +2,940 +45%
MCM
1359
Monarch Capital Management
Indiana
$540K – – –
QWM
1360
Quadcap Wealth Management
Texas
$539K -$22.7K -401 -4%
CP
1361
Creekside Partners
California
$539K – – –
AIM
1362
Aspen Investment Management
Michigan
$536K – – –
KFGK
1363
Keystone Financial Group (Kentucky)
Kentucky
$536K -$39.7K -702 -7%
SFG
1364
Sather Financial Group
Texas
$534K -$282K -5,000 -35%
WB
1365
West Bancorporation
Iowa
$534K – – –
ASC
1366
Atalanta Sosnoff Capital
New York
$533K -$45.2M -799,545 -99%
QPWM
1367
Quadrant Private Wealth Management
Pennsylvania
$532K -$33K -584 -6%
CCA
1368
Carrera Capital Advisors
Michigan
$530K +$30.2K +535 +6%
RCWM
1369
Royal Capital Wealth Management
Indiana
$528K -$19K -336 -3%
LW
1370
Linscomb Wealth
Texas
$526K -$10.2K -180 -2%
SC
1371
SouthState Corp
Florida
$526K – – –
CFA
1372
Cahill Financial Advisors
Minnesota
$525K +$4.12K +73 +0.8%
LI
1373
LRI Investments
Florida
$524K -$67.6K -929 -11%
RCG
1374
Regatta Capital Group
California
$522K -$6.27K -111 -1%
Koshinski Asset Management
1375
Koshinski Asset Management
Illinois
$520K +$339 +6 +0.1%
53 54
55
56 57