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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 %
CIM
1401
CIM Investment Management
Pennsylvania
$498K -$8.98K -159 -2%
SLWA
1402
San Luis Wealth Advisors
California
$498K -$141K -2,505 -22%
POIA
1403
Pin Oak Investment Advisors
Texas
$498K – – –
FWP
1404
FAS Wealth Partners
Kansas
$497K +$2.94K +52 +0.6%
CW
1405
CIC Wealth
Maryland
$497K -$18.6K -329 -4%
MIP
1406
Marietta Investment Partners
Wisconsin
$497K – – –
AP
1407
Americana Partners
Texas
$497K +$28.4K +503 +6%
KW
1408
KWB Wealth
California
$496K +$496K +8,357 New
1WM
1409
1900 Wealth Management
Texas
$496K – – –
MCM
1410
Manchester Capital Management
Vermont
$496K -$565 -10 -0.1%
TL
1411
Tradewinds LLC
North Carolina
$496K -$17.1K -303 -3%
HI
1412
Hudock Inc
Pennsylvania
$495K +$113 +2 +0%
AMG
1413
Advisors Management Group
Wisconsin
$494K – – –
LJAC
1414
L.J. Altfest & Co
New York
$492K -$27.5K -487 -5%
BCA
1415
Bray Capital Advisors
Florida
$492K +$339 +6 +0.1%
EWM
1416
Evermay Wealth Management
Virginia
$492K – – –
SC
1417
Summa Corp
Texas
$491K – – –
PA
1418
Promethium Advisors
Maryland
$491K +$491K +8,689 New
IWA
1419
Icon Wealth Advisors
Texas
$489K -$206K -3,641 -30%
BTWM
1420
Baker Tilly Wealth Management
Wisconsin
$489K -$374K -6,620 -43%
MAM
1421
Morse Asset Management
Connecticut
$487K +$487K +8,614 New
SWM
1422
SilverOak Wealth Management
Minnesota
$485K -$17.3K -307 -3%
WPWM
1423
Western Pacific Wealth Management
Illinois
$484K +$56 +1 +0%
FPCP
1424
Fort Point Capital Partners
California
$483K +$904 +16 +0.2%
EGA
1425
Eagle Global Advisors
Texas
$481K -$10.2M -180,342 -95%
55 56
57
58 59