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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 %
AFA
1651
AA Financial Advisors
Ohio
$333K -$26.6K -470 -7%
AA
1652
Advisory Alpha
Michigan
$332K +$21.4K +378 +7%
ST
1653
Smithfield Trust
Pennsylvania
$331K +$5.71K +101 +2%
ACM
1654
Arcataur Capital Management
Wisconsin
$331K – – –
ZIG
1655
Zullo Investment Group
Pennsylvania
$330K +$2.43K +43 +0.7%
BBW
1656
Blue Barn Wealth
Utah
$327K -$960 -17 -0.3%
MCA
1657
MSH Capital Advisors
Arizona
$327K +$678 +12 +0.2%
DWM
1658
Dorchester Wealth Management
Quebec, Canada
$327K -$4.71M -83,333 -94%
ITIM
1659
Indiana Trust & Investment Management
Indiana
$327K – – –
VWA
1660
Visionary Wealth Advisors
Illinois
$325K +$734 +13 +0.2%
PCM
1661
Parsons Capital Management
Rhode Island
$325K – – –
LWCFA
1662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$322K – – –
SIAG
1663
Safeguard Investment Advisory Group
California
$322K +$90.2K +1,597 +39%
BI
1664
Ballast Inc
Kentucky
$322K -$6.67K -118 -2%
LPT
1665
Legacy Private Trust
Wisconsin
$322K +$10.7K +190 +3%
SNBOSCI
1666
Security National Bank of Sioux City Iowa
Iowa
$321K +$321K +5,689 New
EL
1667
EWA LLC
Pennsylvania
$321K -$5.68K -78 -2%
GIA
1668
Guyasuta Investment Advisors
Pennsylvania
$320K -$37.2K -658 -10%
GCM
1669
G2 Capital Management
Ohio
$319K – – –
IC
1670
Inscription Capital
Texas
$318K +$13.8K +245 +5%
SGI
1671
Summit Global Investments
Utah
$318K -$4.69K -83 -1%
ML
1672
McAdam LLC
Pennsylvania
$318K +$1.02K +18 +0.3%
BFIC
1673
Bedell Frazier Investment Counselling
California
$317K – – –
DA
1674
Detalus Advisors
Missouri
$316K – – –
SF
1675
Slagle Financial
Illinois
$316K -$8.14K -144 -3%
65 66
67
68 69