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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 %
FFC
1601
First Financial Corp
Indiana
$355K – – –
TGAM
1602
TBH Global Asset Management
Tennessee
$355K -$5.93K -105 -2%
WG
1603
Winton Group
United Kingdom
$354K +$140K +2,484 +66%
TFF
1604
The Family Firm
Maryland
$353K +$10.8K +191 +3%
FAIM
1605
Financial Advocates Investment Management
Washington
$353K -$5.37K -95 -1%
CTI
1606
Community Trust & Investment
Kentucky
$353K +$92K +1,629 +35%
AFG
1607
Allegheny Financial Group
Pennsylvania
$353K +$169 +3 +0%
SFC
1608
SYM Financial Corp
Indiana
$352K +$125K +2,217 +55%
LB
1609
Legacy Bridge
Iowa
$352K – – –
OC
1610
Oakworth Capital
Alabama
$352K +$50.6K +896 +17%
FIM
1611
Fruth Investment Management
Texas
$351K -$11.3K -200 -3%
OR
1612
Olympiad Research
Connecticut
$351K +$140K +2,480 +66%
SMA
1613
Seven Mile Advisory
New Jersey
$351K -$3.5K -62 -1%
HIG
1614
Heritage Investment Group
Florida
$351K – – –
RWA
1615
Redhawk Wealth Advisors
Minnesota
$350K +$84.3K +1,493 +32%
NPA
1616
Nichols & Pratt Advisers
Massachusetts
$350K – – –
WA
1617
Wealthstream Advisors
New York
$350K +$113 +2 +0%
EW
1618
Evoke Wealth
California
$350K +$350K +6,190 New
CT
1619
Coastline Trust
Rhode Island
$349K +$50.8K +900 +17%
MAG
1620
M3 Advisory Group
Massachusetts
$348K +$1.58K +28 +0.5%
PA
1621
Procyon Advisors
Connecticut
$348K -$2.31K -41 -0.7%
LRIA
1622
Leonard Rickey Investment Advisors
Washington
$347K -$12.9K -228 -4%
CG
1623
CFO4Life Group
Texas
$346K -$12K -212 -3%
LFG
1624
Larson Financial Group
Missouri
$346K +$62K +1,097 +22%
TCWA
1625
Turtle Creek Wealth Advisors
Texas
$346K +$52.8K +935 +18%
63 64
65
66 67