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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 %
BWP
1451
Baldwin Wealth Partners
Massachusetts
$460K +$91.3K +1,616 +25%
CIC
1452
Cutler Investment Counsel
Oregon
$460K – – –
FB
1453
First Bancorp
Maine
$458K -$22K -390 -5%
AIA
1454
Alera Investment Advisors
Illinois
$457K +$65.2K +1,155 +17%
TIM
1455
Thompson Investment Management
Wisconsin
$455K -$90K -1,594 -17%
OWIM
1456
Old West Investment Management
California
$454K – – –
BOSSRA
1457
B.O.S.S. Retirement Advisors
Utah
$452K +$452K +8,000 New
PWA
1458
Physician Wealth Advisors
Utah
$451K +$189 +3 +0%
SCP
1459
Sivia Capital Partners
California
$451K +$169 +3 +0%
EA
1460
Everpar Advisors
Oklahoma
$448K -$11.7K -207 -3%
FMB
1461
Field & Main Bank
Kentucky
$445K -$7.23K -128 -2%
VA
1462
Valmark Advisers
Ohio
$445K -$39.3K -695 -8%
SFB
1463
STAR Financial Bank
Indiana
$443K – – –
MM
1464
MQS Management
New York
$443K -$122K -2,154 -22%
BFC
1465
Bedel Financial Consulting
Indiana
$442K -$115K -2,030 -21%
DA
1466
Doliver Advisors
Texas
$442K +$3.11K +55 +0.7%
BAG
1467
Bridgewealth Advisory Group
California
$442K +$137K +2,422 +45%
WC
1468
Weil Company
California
$441K – – –
SIG
1469
Sky Investment Group
Connecticut
$440K +$282 +5 +0.1%
SVWAG
1470
Sound View Wealth Advisors Group
Georgia
$440K +$39.5K +700 +10%
EMAM
1471
Encompass More Asset Management
California
$435K +$100K +1,771 +30%
GL
1472
GHE LLC
Tennessee
$435K -$896K -5,185 -67%
MFG
1473
Mosaic Financial Group
Illinois
$435K +$2.37K +42 +0.5%
SFG
1474
SNS Financial Group
Minnesota
$435K -$32K -567 -7%
BFWA
1475
Benchmark Financial Wealth Advisors
Florida
$434K +$2.94K +52 +0.7%
57 58
59
60 61