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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 %
MSWM
1726
McGlone Suttner Wealth Management
Wisconsin
$287K -$45.7K -809 -14%
PCG
1727
Prosperity Consulting Group
Maryland
$287K +$5.03K +89 +2%
BHIA
1728
Birch Hill Investment Advisors
Massachusetts
$287K – – –
APG
1729
Abacus Planning Group
South Carolina
$287K +$36.2K +640 +14%
MAG
1730
Mokosak Advisory Group
Iowa
$286K +$1.7K +30 +0.6%
AF
1731
Aviso Financial
Ontario, Canada
$286K -$16.3K -289 -5%
WIM
1732
Warwick Investment Management
Texas
$286K +$60.9K +1,078 +27%
Bank Julius Baer & Co
1733
Bank Julius Baer & Co
Switzerland
$285K +$285K +4,253 New
CD
1734
Chapin Davis
Maryland
$285K -$5.25K -93 -2%
MRCM
1735
M&R Capital Management
New Jersey
$283K +$59K +1,044 +26%
MJP
1736
Michael J. Puzo
$282K – – –
HC
1737
Hourglass Capital
Texas
$282K – – –
AWM
1738
Ameliora Wealth Management
Switzerland
$282K – – –
RL
1739
Ruffer LLP
United Kingdom
$282K -$734K -13,000 -72%
QFA
1740
Quantum Financial Advisors
California
$282K – – –
CWM
1741
CarsonAllaria Wealth Management
Illinois
$282K -$18.8K -333 -6%
CCB
1742
Cutter & Co Brokerage
Missouri
$281K +$6.44K +114 +2%
WH
1743
Willner & Heller
California
$281K +$1.92K +34 +0.7%
GA
1744
GFS Advisors
Texas
$280K +$257K +4,548 +1,137%
FCAS
1745
First Command Advisory Services
Texas
$280K +$15.8K +280 +6%
HR
1746
Howe & Rusling
New York
$280K -$4.24K -75 -1%
BIP
1747
Blueprint Investment Partners
North Carolina
$280K -$258K -4,570 -48%
FAB
1748
First American Bank
Illinois
$280K +$39.3K +696 +16%
FCMT
1749
Founders Capital Management (Texas)
Texas
$279K – – –
WAM
1750
Walker Asset Management
Missouri
$279K +$1.7K +30 +0.6%
68 69
70
71 72