WFC icon

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 %
HKIM
1776
Hayek Kallen Investment Management
Alabama
$269K – – –
CWA
1777
Cornerstone Wealth Advisors
Minnesota
$269K – – –
GAM
1778
Gould Asset Management
California
$269K +$33.9K +600 +14%
GJWM
1779
Gilliland Jeter Wealth Management
Arkansas
$268K – – –
BOH
1780
Bank of Hawaii
Hawaii
$267K -$52K -920 -16%
ORC
1781
O'Rourke & Company
Massachusetts
$267K +$169 +3 +0.1%
CTA
1782
Colonial Trust Advisors
South Carolina
$266K -$16.9K -300 -6%
MW
1783
MBL Wealth
North Carolina
$265K -$7.91K -140 -3%
CNB
1784
Camden National Bank
Maine
$265K -$84.9K -1,503 -24%
BCM
1785
Buckhead Capital Management
Georgia
$265K – – –
NDSI
1786
Newman Dignan & Sheerar Inc
Rhode Island
$264K – – –
BDF
1787
Black Diamond Financial
Maryland
$263K +$45.6K +808 +21%
FWTB
1788
First Western Trust Bank
Colorado
$263K +$3.95K +70 +2%
AO
1789
Advisor OS
Illinois
$263K +$6.16K +109 +2%
CSC
1790
Caldwell Sutter Capital
California
$263K -$1.64K -29 -0.6%
AIA
1791
Alternative Investment Advisors
Florida
$263K +$282 +5 +0.1%
SIA
1792
SGL Investment Advisors
Montana
$261K +$261K +3,586 New
WCA
1793
Waypoint Capital Advisors
Minnesota
$261K -$12.1K -214 -4%
HCM
1794
Hengehold Capital Management
Ohio
$260K +$260K +4,601 New
AFWM
1795
Abich Financial Wealth Management
Virginia
$260K +$260K +4,599 New
CFG
1796
Cooper Financial Group
California
$260K +$24.9K +440 +11%
GKIM
1797
GW&K Investment Management
Massachusetts
$259K -$3.45K -61 -1%
CS
1798
Capital Square
Tennessee
$259K +$10.1K +179 +4%
FC
1799
Forte Capital
New York
$258K -$15.7K -278 -6%
MA
1800
Mezzasalma Advisors
New Jersey
$258K +$16.7K +295 +7%
70 71
72
73 74