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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 %
AC
1476
AlphaCore Capital
California
$434K -$4.29K -76 -1%
NP
1477
Nilsine Partners
Colorado
$433K -$24.7K -437 -5%
HWA
1478
HHM Wealth Advisors
Tennessee
$432K +$127K +2,244 +42%
VST
1479
Van Strum & Towne
California
$432K – – –
AA
1480
Auxano Advisors
Washington
$430K -$9.43K -167 -2%
MAM
1481
Martingale Asset Management
Massachusetts
$429K +$185K +3,269 +75%
CAM
1482
Campion Asset Management
Virginia
$428K -$15.3K -270 -3%
PC
1483
Permanens Capital
New York
$428K +$428K +7,574 New
KIM
1484
Kestra Investment Management
Texas
$428K +$428K +7,570 New
WDL
1485
Well Done LLC
Michigan
$427K -$22.3K -394 -5%
FDS
1486
First Dallas Securities
Texas
$427K +$11.3K +200 +3%
GAA
1487
Global Assets Advisory
Florida
$425K +$33.3K +602 +9%
MA
1488
MCF Advisors
Kentucky
$424K -$10.6K -188 -2%
CWM
1489
Connecticut Wealth Management
Connecticut
$423K +$151K +2,671 +55%
TWM
1490
Thrive Wealth Management
Pennsylvania
$422K -$1.41K -25 -0.3%
SIM
1491
Sentry Investment Management
Wisconsin
$422K -$114K -2,026 -21%
IC
1492
Iconiq Capital
California
$422K +$422K +7,466 New
SWA
1493
Stratos Wealth Advisors
Ohio
$422K +$5.54K +98 +1%
GWANC
1494
Guardian Wealth Advisors (North Carolina)
North Carolina
$420K +$6.84K +121 +2%
UWPG
1495
Ullmann Wealth Partners Group
Florida
$419K -$9.49K -168 -2%
FA
1496
Faithward Advisors
Pennsylvania
$418K -$4.52K -80 -1%
BCCM
1497
Bridge Creek Capital Management
Massachusetts
$418K – – –
EFL
1498
ERn Financial LLC
Wisconsin
$418K +$1.86K +33 +0.4%
TH
1499
TCTC Holdings
Texas
$417K +$1.13K +20 +0.3%
TAM
1500
Titleist Asset Management
Texas
$416K -$36.9K -654 -8%
58 59
60
61 62