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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 %
JWBC
1526
John W. Brooker & Co
California
$400K – – –
LF
1527
LifePlan Financial
Minnesota
$399K -$283K -5,003 -41%
WFA
1528
Wellspring Financial Advisors
Ohio
$399K +$399K +7,061 New
NWWA
1529
New Wave Wealth Advisors
Arkansas
$399K +$4.58K +81 +1%
HOWA
1530
Heritage Oak Wealth Advisors
Florida
$399K +$399K +7,056 New
SAW
1531
Signal Advisors Wealth
Michigan
$398K +$398K +7,053 New
CB
1532
Cadence Bank
Mississippi
$398K -$169 -3 -0%
EW
1533
Elyxium Wealth
California
$397K +$397K +7,036 New
WMP
1534
Wealth Management Partners
Arizona
$397K -$2.83K -50 -0.7%
LC
1535
Lincoln Capital
Nebraska
$396K +$169 +3 +0%
CIA
1536
Cape Investment Advisory
Georgia
$396K +$33.7K +596 +9%
KA
1537
Kearns & Associates
California
$395K – – –
AWA
1538
Alaska Wealth Advisors
Alaska
$395K +$77.3K +1,368 +24%
WC
1539
Westhampton Capital
North Carolina
$395K – – –
ZB
1540
Zions Bancorporation
Utah
$394K +$17.6K +311 +5%
SC
1541
Schulhoff & Co
Ohio
$394K +$56 +1 +0%
MWM
1542
Modern Wealth Management
Kansas
$391K +$7.97K +141 +2%
PSB
1543
Piscataqua Savings Bank
New Hampshire
$391K -$16.9K -300 -4%
FFO
1544
Fortitude Family Office
Arizona
$390K +$57.3K +1,015 +17%
BFG
1545
Bouchey Financial Group
New York
$390K -$847 -15 -0.2%
MA
1546
MONECO Advisors
Connecticut
$389K -$2.94K -52 -0.7%
SIM
1547
SSI Investment Management
California
$388K -$339 -6 -0.1%
FFA
1548
Founders Financial Alliance
North Carolina
$388K -$27.7K -490 -7%
MIC
1549
Means Investment Company
Maine
$387K +$3.11K +55 +0.8%
GWWM
1550
Great Waters Wealth Management
Minnesota
$386K +$10.6K +187 +3%
60 61
62
63 64