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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 %
CBT
1751
CoreFirst Bank & Trust
Kansas
$278K -$67.8K -1,200 -20%
SP
1752
Successful Portfolios
Florida
$278K +$113 +2 +0%
CCM
1753
Check Capital Management
California
$278K – – –
CFG
1754
CKW Financial Group
Hawaii
$277K -$11.1K -200 -4%
VC
1755
Vicus Capital
Pennsylvania
$276K -$155K -2,738 -36%
CPWA
1756
Cerro Pacific Wealth Advisors
California
$276K – – –
VV
1757
Verity & Verity
South Carolina
$275K -$7.12K -126 -3%
GWM
1758
Guardian Wealth Management
Illinois
$275K +$847 +15 +0.3%
ACGA
1759
Atlanta Consulting Group Advisors
Georgia
$275K +$275K +4,867 New
EP
1760
EPIQ Partners
Minnesota
$274K -$75.5K -1,337 -22%
SB
1761
Strategic Blueprint
Georgia
$274K -$5.59K -99 -2%
PMFA
1762
Plante Moran Financial Advisors
Michigan
$274K -$106K -1,880 -28%
TWA
1763
TCI Wealth Advisors
Arizona
$273K +$24.8K +439 +10%
MA
1764
MKT Advisors
California
$273K -$11.5K -208 -4%
LWL
1765
Leo Wealth LLC
Texas
$273K -$4.63K -82 -2%
SGCA
1766
Steel Grove Capital Advisors
Tennessee
$273K – – –
S
1767
Sachetta
Massachusetts
$273K -$1.98K -35 -0.7%
KFC
1768
Klingenstein Fields & Co
New York
$273K +$2.99K +53 +1%
CCAL
1769
City Center Advisors LLC
Michigan
$273K +$273K +4,826 New
DWM
1770
Destination Wealth Management
California
$272K -$181K -3,208 -40%
TNBTD
1771
Trustmark National Bank Trust Department
Mississippi
$272K +$33.2K +587 +14%
WMA
1772
Wealth Management Associates
New Jersey
$272K – – –
ABLA
1773
Alan B. Lancz & Associates
Ohio
$271K +$56.5K +1,000 +26%
BAM
1774
Brave Asset Management
New Jersey
$271K -$6.44K -114 -2%
PCM
1775
Penserra Capital Management
California
$269K -$6.82K -121 -2%
69 70
71
72 73