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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 %
RPWA
1701
Regent Peak Wealth Advisors
Georgia
$299K +$6.55K +116 +2%
MPCG
1702
Matrix Private Capital Group
New York
$298K +$2.15K +38 +0.7%
MFWP
1703
Mosaic Family Wealth Partners
Missouri
$298K -$6.67K -118 -2%
FFIC
1704
First Fiduciary Investment Counsel
Ohio
$298K +$298K +5,280 New
JCM
1705
Jacobsen Capital Management
Utah
$298K -$2.15K -38 -0.7%
SSA
1706
Sierra Summit Advisors
Nevada
$298K -$120K -2,133 -29%
HIM
1707
Hillsdale Investment Management
Ontario, Canada
$297K +$119K +2,112 +67%
SL
1708
Salomon & Ludwin
Virginia
$297K +$22.5K +399 +8%
BIC
1709
Beach Investment Counsel
Pennsylvania
$296K – – –
CGH
1710
CMG Global Holdings
Texas
$295K -$395 -7 -0.1%
BMMM
1711
Boston Mountain Money Management
Arkansas
$294K – – –
PVI
1712
Pine Valley Investments
New Jersey
$293K +$56 +1 +0%
MAM
1713
MMA Asset Management
Pennsylvania
$293K +$293K +5,180 New
CAMV
1714
Concord Asset Management (Virginia)
Virginia
$293K +$10.8K +191 +4%
MSA
1715
Marino Stram & Associates
Massachusetts
$293K +$24.9K +440 +9%
PP
1716
Pegasus Partners
Wisconsin
$291K – – –
CFO
1717
CVA Family Office
Colorado
$291K +$1.7K +30 +0.6%
EI
1718
Ellevest Inc
New York
$290K +$1.19K +21 +0.4%
MPM
1719
MBB Public Markets
Illinois
$290K -$13.9M -246,738 -98%
HWM
1720
Hohimer Wealth Management
Washington
$289K – – –
BWA
1721
Burt Wealth Advisors
Maryland
$289K – – –
FM
1722
Foster & Motley
Ohio
$289K +$289K +5,112 New
WPP
1723
Whalerock Point Partners
Rhode Island
$289K – – –
OL
1724
Optas LLC
Texas
$288K -$15.2K -269 -5%
NRC
1725
New Republic Capital
North Carolina
$288K -$12.2K -216 -4%
67 68
69
70 71