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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 %
SW
1876
Solidarity Wealth
Utah
$227K – – –
AC
1877
Addison Capital
Pennsylvania
$226K -$182K -3,219 -45%
NFP
1878
Narus Financial Partners
Utah
$226K -$114K -2,024 -34%
UBV
1879
United Bank (Virginia)
Virginia
$226K – – –
VSQM
1880
V-Square Quantitative Management
Illinois
$226K +$17.2K +305 +8%
MPW
1881
Monterey Private Wealth
California
$225K +$678 +12 +0.3%
TW
1882
Traveka Wealth
California
$225K +$16.7K +295 +8%
JSAM
1883
J. Safra Asset Management
New York
$224K +$35.5K +635 +19%
FPFS
1884
First Personal Financial Services
North Carolina
$223K +$1.19K +21 +0.5%
TW
1885
Towerpoint Wealth
California
$223K – – –
EFA
1886
Evernest Financial Advisors
Indiana
$223K -$2.43K -43 -1%
SAM
1887
SignalPoint Asset Management
Missouri
$222K – – –
WC
1888
Woodstock Corp
Massachusetts
$222K -$5.65K -100 -2%
TSWM
1889
Tyler-Stone Wealth Management
Ohio
$222K +$114K +2,025 +107%
1CP
1890
17 Capital Partners
Arizona
$221K – – –
XSC
1891
X-Square Capital
Puerto Rico
$221K +$679 +12 +0.3%
PCMN
1892
Paradigm Capital Management (Nevada)
Nevada
$221K +$221K +3,914 New
TPA
1893
Trivium Point Advisory
Connecticut
$221K +$221K +3,032 New
PCA
1894
Peddock Capital Advisors
Massachusetts
$221K – – –
WI
1895
Wedgewood Investors
Pennsylvania
$219K – – –
CAM
1896
Cozad Asset Management
Illinois
$219K – – –
FPF
1897
First Pacific Financial
Washington
$219K – – –
SIMG
1898
Sonora Investment Management Group
Arizona
$218K +$218K +3,863 New
DIP
1899
DT Investment Partners
Pennsylvania
$218K +$18.5K +327 +9%
FSA
1900
Financial Security Advisor
Virginia
$217K -$14.7K -261 -6%
74 75
76
77 78