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 %
WA
1851
WealthTrust Axiom
Pennsylvania
$239K – – –
VCP
1852
Vista Capital Partners
Oregon
$239K +$239K +4,234 New
PWM
1853
Power Wealth Management
Georgia
$239K +$21.2K +375 +10%
MCP
1854
Mirador Capital Partners
California
$239K – – –
BBPWM
1855
Blue Bell Private Wealth Management
Pennsylvania
$238K +$8.87K +157 +4%
EIP
1856
Ellis Investment Partners
Pennsylvania
$238K +$113 +2 +0%
HA
1857
HC Advisors
Georgia
$237K – – –
JHP
1858
James Hambro & Partners
United Kingdom
$237K – – –
AMBIA
1859
Allen Mooney & Barnes Investment Advisors
Georgia
$236K -$28.1K -497 -11%
VCM
1860
Versant Capital Management
Arizona
$236K +$39.5K +699 +20%
AIA
1861
Accelerate Investment Advisors
California
$236K +$236K +4,172 New
SWM
1862
Stockman Wealth Management
Montana
$236K -$9.43K -167 -4%
MWM
1863
MinichMacGregor Wealth Management
New York
$235K – – –
CWM
1864
Centurion Wealth Management
Virginia
$234K +$234K +4,150 New
THL
1865
Tillman Hartley LLC
Colorado
$234K – – –
CWM
1866
Concentrum Wealth Management
California
$233K -$2.99K -53 -1%
NFG
1867
Nations Financial Group
Iowa
$232K +$14.6K +259 +7%
PWG
1868
Private Wealth Group
Florida
$232K -$904K -16,000 -80%
PR
1869
Payden & Rygel
California
$232K -$18.5M -326,700 -99%
IIM
1870
Ipswich Investment Management
Massachusetts
$232K – – –
CMAI
1871
Capital Management Associates Inc
Minnesota
$232K -$1.24K -22 -0.5%
EWA
1872
Encompass Wealth Advisors
Oregon
$230K +$508 +9 +0.2%
TFCP
1873
Twin Focus Capital Partners
Massachusetts
$229K – – –
VDI
1874
Vaughan David Investments
Illinois
$228K -$46K -813 -17%
BFM
1875
Boston Financial Management
Massachusetts
$228K -$791 -14 -0.3%
73 74
75
76 77