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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 %
BHWM
1801
Bar Harbor Wealth Management
New Hampshire
$258K -$48.1K -851 -16%
PSC
1802
Prentiss Smith & Co
Vermont
$258K – – –
WAAG
1803
Wealth Alliance Advisory Group
Kansas
$257K – – –
AAS
1804
Annex Advisory Services
Wisconsin
$257K – – –
SAM
1805
Secure Asset Management
Michigan
$256K +$256K +4,537 New
4WM
1806
49 Wealth Management
Texas
$256K +$256K +4,532 New
DTL
1807
Dynamic Technology Lab
Singapore
$256K +$256K +4,527 New
FOA
1808
Five Oceans Advisors
California
$256K -$61.6K -1,091 -19%
FFA
1809
Florida Financial Advisors
Florida
$254K +$49.8K +882 +24%
BFA
1810
Bill Few Associates
Pennsylvania
$253K +$6.61K +117 +3%
TWA
1811
Talisman Wealth Advisors
New Jersey
$253K -$10.9K -195 -4%
CA
1812
CoreCap Advisors
Michigan
$252K +$252K +4,460 New
SI
1813
Seeds Investor
New York
$252K +$252K +4,454 New
CPC
1814
Consolidated Planning Corp
Georgia
$251K +$28.6K +507 +13%
ACA
1815
Affinity Capital Advisors
California
$250K +$56 +1 +0%
LFA
1816
Laraway Financial Advisors
Minnesota
$250K – – –
EIG
1817
Ellenbecker Investment Group
Wisconsin
$250K +$9.26K +164 +4%
SI
1818
Saxon Interests
Texas
$250K -$9.83K -174 -4%
ADL
1819
Asset Dedication LLC
California
$249K +$2.03K +36 +0.8%
GCP
1820
GSA Capital Partners
United Kingdom
$249K -$30.4K -538 -11%
PC
1821
Prairiewood Capital
North Dakota
$249K – – –
KLWA
1822
Kelly Lawrence W & Associates
California
$249K +$136K +2,400 +120%
Kayne Anderson Rudnick Investment Management
1823
Kayne Anderson Rudnick Investment Management
California
$249K +$57.2K +1,013 +30%
OWA
1824
Octavia Wealth Advisors
Ohio
$248K -$13.9K -246 -5%
RWP
1825
Revolve Wealth Partners
New Jersey
$248K +$17.1K +302 +7%
71 72
73
74 75