WFC icon

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 %
BA
1576
Bristlecone Advisors
Washington
$368K -$58.4K -1,034 -14%
SEIA
1577
Signature Estate & Investment Advisors
California
$368K +$2.54K +45 +0.7%
MCM
1578
Mengis Capital Management
Oregon
$368K -$260K -4,598 -41%
CWG
1579
Crown Wealth Group
North Carolina
$368K -$339 -6 -0.1%
CP
1580
Canopy Partners
Ohio
$368K -$10.5K -185 -3%
EWA
1581
ERTS Wealth Advisors
Michigan
$367K -$8.81K -156 -2%
ACM
1582
Ayrshire Capital Management
Connecticut
$367K – – –
CFP
1583
Cascade Financial Partners
California
$367K – – –
AWA
1584
Arete Wealth Advisors
Illinois
$367K -$685K -12,177 -65%
D
1585
Diversified
Delaware
$366K -$17.2K -304 -4%
DE
1586
Diversified Enterprises
Delaware
$366K +$366K +6,474 New
SFP
1587
Sweet Financial Partners
Minnesota
$365K +$508 +9 +0.1%
TIA
1588
Traphagen Investment Advisors
New Jersey
$364K +$282 +5 +0.1%
PMSA
1589
Patrick M. Sweeney & Associates
Illinois
$363K +$25.7K +455 +8%
SIS
1590
Sound Income Strategies
Florida
$363K -$2.94K -52 -0.8%
PCP
1591
Proficio Capital Partners
Massachusetts
$363K -$75.8K -1,341 -17%
BWM
1592
BNC Wealth Management
Oregon
$361K -$9.26K -164 -3%
AWM
1593
Aprio Wealth Management
Georgia
$360K -$21K -372 -6%
RZH
1594
Relyea Zuckerberg Hanson
Connecticut
$360K +$20.4K +361 +6%
CWM
1595
Congress Wealth Management
Massachusetts
$359K +$60K +1,062 +20%
OAM
1596
Occidental Asset Management
California
$359K -$6.84K -121 -2%
BWM
1597
BlackDiamond Wealth Management
New York
$358K +$8.28K +114 +2%
I
1598
InceptionR
California
$357K -$1.47M -26,094 -80%
MFC
1599
Morris Financial Concepts
South Carolina
$356K -$28.5K -505 -7%
FRA
1600
Front Row Advisors
California
$355K -$24.4K -432 -6%
62 63
64
65 66