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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 %
RCA
1426
Resonant Capital Advisors
Wisconsin
$479K +$24.1K +426 +5%
OWM
1427
OneAscent Wealth Management
Alabama
$478K +$478K +8,462 New
BWG
1428
Beta Wealth Group
California
$476K +$17.3K +306 +4%
NIM
1429
Northeast Investment Management
Massachusetts
$476K -$17.8K -315 -4%
CWP
1430
Concord Wealth Partners
Virginia
$475K +$70K +1,240 +17%
IB
1431
Intrust Bank
Kansas
$474K +$10.7K +189 +2%
MMG
1432
Monetary Management Group
Missouri
$474K +$18.6K +330 +4%
HBS
1433
Howard Bailey Securities
Indiana
$473K +$473K +8,372 New
IFWM
1434
Institute for Wealth Management
Colorado
$473K -$83.4K -1,476 -15%
IIC
1435
Integrated Investment Consultants
Michigan
$471K +$471K +8,345 New
WA
1436
Wealth Architects
California
$471K +$4.97K +88 +1%
KP
1437
Keel Point
Alabama
$470K -$5.42K -96 -1%
BTIM
1438
BancFirst Trust & Investment Management
Oklahoma
$469K +$5.59K +100 +1%
SCA
1439
Sippican Capital Advisors
Massachusetts
$468K – – –
GCM
1440
Gallacher Capital Management
Colorado
$468K +$468K +8,290 New
TF
1441
Tudor Financial
Ohio
$468K +$468K +8,280 New
AMIM
1442
Aull & Monroe Investment Management
Alabama
$467K -$15.6K -277 -3%
FSCM
1443
Front Street Capital Management
Montana
$467K -$28.2K -500 -6%
PCMC
1444
Private Capital Management (Colorado)
Colorado
$467K +$230K +4,068 +97%
FCIM
1445
Fairview Capital Investment Management
California
$466K – – –
AG
1446
AlTi Global
New York
$465K -$646K -11,435 -58%
LA
1447
LVW Advisors
New York
$465K -$23.6K -418 -5%
ICP
1448
Interchange Capital Partners
Pennsylvania
$464K +$15K +265 +3%
IDA
1449
Intelligence Driven Advisers
California
$462K +$44.9K +794 +11%
AWE
1450
Avidian Wealth Enterprises
Texas
$461K +$40.7K +720 +10%
56 57
58
59 60