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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 %
OCM
1901
Osterweis Capital Management
California
$217K -$16.9K -300 -7%
SWIG
1902
Strategic Wealth Investment Group
Kentucky
$217K +$1.11K +20 +0.5%
AAP
1903
Arax Advisory Partners
Colorado
$217K +$19.3K +341 +10%
PBF
1904
Petix & Botte Financial
California
$216K – – –
TCWM
1905
Total Clarity Wealth Management
Illinois
$216K +$216K +3,826 New
TF
1906
Tompkins Financial
New York
$216K – – –
CCA
1907
Cottonwood Capital Advisors
Utah
$216K +$169 +3 +0.1%
TFM
1908
Trademark Financial Management
Minnesota
$215K +$215K +3,813 New
HIIFS
1909
Harel Insurance Investments & Financial Services
Israel
$215K -$53.1K -939 -20%
SXL
1910
Summit X LLC
Missouri
$214K -$293K -4,925 -58%
SP
1911
Stonebrook Private
Michigan
$214K +$214K +3,791 New
IWP
1912
Invenio Wealth Partners
Florida
$214K – – –
HWM
1913
HRC Wealth Management
Idaho
$213K +$734 +13 +0.3%
BC
1914
Brio Consultants
California
$213K – – –
BAM
1915
Blueshift Asset Management
New Jersey
$212K -$9.26K -164 -4%
BL
1916
Balentine LLC
Georgia
$212K – – –
BFWM
1917
Bright Futures Wealth Management
New York
$212K +$212K +3,243 New
HWMO
1918
Heritage Wealth Management (Ohio)
Ohio
$212K – – –
FA
1919
FDx Advisors
Illinois
$210K -$11.8K -209 -5%
TCM
1920
Traynor Capital Management
Pennsylvania
$210K +$210K +3,710 New
ZF
1921
Zhang Financial
Michigan
$209K +$1.64K +29 +0.8%
FCFC
1922
First Citizens Financial Corp
Iowa
$209K -$33.8K -599 -14%
ORAM
1923
One River Asset Management
Connecticut
$209K +$209K +3,736 New
CB
1924
Centennial Bank
Arkansas
$209K -$169 -3 -0.1%
OWA
1925
Outlook Wealth Advisors
Texas
$208K +$2.2K +39 +1%
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