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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 %
SIC
1826
Samalin Investment Counsel
New York
$248K +$1.36K +24 +0.5%
NFC
1827
Northeast Financial Consultants
Connecticut
$248K +$4.86K +86 +2%
BWP
1828
Bernardo Wealth Planning
Pennsylvania
$247K +$644 +10 +0.3%
SEP
1829
Southland Equity Partners
Missouri
$244K +$46.8K +829 +24%
RBC
1830
Romano Brothers & Co
Illinois
$243K +$2.82K +50 +1%
LCS
1831
Levin Capital Strategies
New York
$243K – – –
CHP
1832
Cable Hill Partners
Oregon
$243K +$41.4K +732 +21%
BWAM
1833
Boyd Watterson Asset Management
Ohio
$242K +$45.7K +809 +23%
KFS
1834
Keynote Financial Services
Connecticut
$242K +$10.7K +190 +5%
BWM
1835
Baron Wealth Management
Michigan
$242K -$36.8K -651 -13%
FIB
1836
First Interstate Bank
Montana
$242K +$242K +4,288 New
GCA
1837
Gradient Capital Advisors
California
$242K +$1.02K +18 +0.4%
IA
1838
IFG Advisors
Missouri
$242K +$3.84K +68 +2%
CWM
1839
Chesapeake Wealth Management
Virginia
$241K – – –
FA
1840
Fermata Advisors
California
$241K +$1.98K +35 +0.8%
AWM
1841
Arista Wealth Management
Nevada
$241K +$904 +16 +0.4%
PFA
1842
Professional Financial Advisors
Nebraska
$241K +$1.53K +27 +0.6%
NCTC
1843
New Covenant Trust Company
Indiana
$240K -$4.81K -86 -2%
CCIA
1844
Cherry Creek Investment Advisors
Colorado
$240K +$847 +15 +0.4%
BIG
1845
Builder Investment Group
Georgia
$240K -$56 -1 -0%
AI
1846
AXS Investments
New York
$240K -$45.5K -805 -16%
CFC
1847
Coyle Financial Counsel
Illinois
$240K – – –
GWMR
1848
GC Wealth Management RIA
Massachusetts
$240K +$240K +4,245 New
AWA
1849
Acorn Wealth Advisors
Michigan
$240K +$240K +4,242 New
TCM
1850
Tradewinds Capital Management
Washington
$239K – – –
72 73
74
75 76