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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 %
SAM
1551
Sequent Asset Management
Texas
$386K -$13.3K -236 -3%
WTA
1552
Washington Trust Advisors
Massachusetts
$385K -$9.38K -166 -2%
SB
1553
Simmons Bank
Arkansas
$384K -$16.9K -300 -4%
CL
1554
COWA LLC
Oklahoma
$384K -$28.2K -500 -7%
LIA
1555
LBMC Investment Advisors
Tennessee
$384K – – –
BC
1556
Belmont Capital
California
$384K – – –
OFG
1557
Oxford Financial Group
Indiana
$383K -$12.5K -222 -3%
SB
1558
Sunflower Bank
Texas
$382K +$9.43K +167 +3%
FFG
1559
Fortem Financial Group
California
$382K -$8.02K -142 -2%
M1FG
1560
Mach-1 Financial Group
Arkansas
$381K -$21.3K -377 -5%
DMC
1561
Drexel Morgan & Co
Pennsylvania
$381K – – –
EA
1562
Evolution Advisers
Virginia
$381K -$2.03K -36 -0.5%
RWPA
1563
Richard W. Paul & Associates
Michigan
$380K -$5.82K -103 -2%
SHGA
1564
Sand Hill Global Advisors
California
$380K – – –
AFP
1565
Ausdal Financial Partners
Iowa
$379K +$14.2K +251 +4%
AB
1566
Atlas Brown
Kentucky
$378K +$1.41K +25 +0.4%
AIA
1567
Arbor Investment Advisors
North Carolina
$377K +$377K +6,671 New
KCFA
1568
Key Client Fiduciary Advisors
New Jersey
$376K +$23.3K +413 +7%
CFO
1569
Callan Family Office
Pennsylvania
$373K -$4.82M -85,394 -93%
CT
1570
Colonial Trust
South Carolina
$370K +$250K +4,418 +207%
CCWM
1571
Cassaday & Co Wealth Management
Virginia
$370K -$8.02K -142 -2%
EGA
1572
E&G Advisors
Texas
$369K – – –
CANY
1573
Caxton Associates (New York)
New York
$369K +$369K +6,530 New
VCP
1574
Verus Capital Partners
Arizona
$369K +$8.3K +147 +2%
WPA
1575
Winning Points Advisors
Florida
$368K +$368K +9,006 New
61 62
63
64 65