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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 %
SMC
1676
Smith, Moore & Co
Missouri
$313K -$904 -16 -0.3%
PWP
1677
Pursue Wealth Partners
California
$312K – – –
NCM
1678
Narwhal Capital Management
Georgia
$311K -$11.3K -200 -4%
WAM
1679
Weinberger Asset Management
California
$311K +$1.81K +32 +0.6%
MFG
1680
Magnus Financial Group
New York
$310K +$5.99K +106 +2%
NL
1681
NWAM LLC
Washington
$309K +$309K +5,473 New
FHC
1682
First Heartland Consultants
Missouri
$309K +$309K +5,477 New
CWG
1683
Cornerstone Wealth Group
North Carolina
$308K -$24.3K -430 -7%
HCMG
1684
Howard Capital Management Group
California
$308K – – –
RFA
1685
Register Financial Advisors
Georgia
$307K +$395 +7 +0.1%
FAM
1686
Formidable Asset Management
Ohio
$307K -$105K -1,864 -26%
GFS
1687
GYL Financial Synergies
Connecticut
$305K -$18.4K -325 -6%
BGAI
1688
Bruce G. Allen Investments
Colorado
$304K -$678 -12 -0.2%
WJA
1689
Willis Johnson & Associates
Texas
$304K +$304K +5,383 New
AW
1690
Alaethes Wealth
Nevada
$303K – – –
SNBOSD
1691
Security National Bank of So Dak
Iowa
$303K – – –
HR
1692
Hardy Reed
Mississippi
$302K -$1.23M -21,723 -80%
SIGI
1693
Susquehanna International Group (Ireland)
Ireland
$302K +$302K +5,345 New
DSC
1694
Duncker Streett & Co
Missouri
$301K +$169 +3 +0.1%
MFA
1695
Mayflower Financial Advisors
Massachusetts
$300K +$10.4K +184 +4%
DWM
1696
Denver Wealth Management
Colorado
$300K +$5.82K +103 +2%
NED
1697
Nancy E. Dempze
$300K -$56.5K -1,000 -16%
RP
1698
Raelipskie Partnership
Ontario, Canada
$299K – – –
CC
1699
Constitution Capital
Connecticut
$299K – – –
IA
1700
Inspire Advisors
Idaho
$299K +$299K +5,292 New
66 67
68
69 70