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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 %
AF
1926
Affiance Financial
Minnesota
$208K – – –
FMN
1927
Financial Management Network
California
$208K +$3.76K +66 +2%
NCM
1928
Novare Capital Management
North Carolina
$207K +$621 +11 +0.3%
CWA
1929
Centennial Wealth Advisory
Michigan
$207K +$207K +3,659 New
PSP
1930
Principal Street Partners
Tennessee
$207K – – –
SWM
1931
Seed Wealth Management
Illinois
$206K – – –
BFO
1932
Boston Family Office
Massachusetts
$205K -$4.24K -75 -2%
S
1933
Sunpointe
Missouri
$204K +$204K +3,608 New
EWM
1934
Endowment Wealth Management
Wisconsin
$203K -$3.73K -66 -2%
FHA
1935
Flagship Harbor Advisors
Massachusetts
$203K +$203K +3,599 New
KWM
1936
Keebeck Wealth Management
Illinois
$203K +$2.99K +53 +2%
MCWA
1937
Meadow Creek Wealth Advisors
Georgia
$202K +$202K +3,567 New
EWS
1938
Eagle Wealth Strategies
New Jersey
$201K -$7.29K -129 -4%
BMCM
1939
Bryn Mawr Capital Management
Pennsylvania
$201K -$6.78K -120 -3%
SL
1940
Sentinus LLC
Illinois
$201K +$201K +3,552 New
WG
1941
Wealth Group
North Carolina
$200K -$39.4K -697 -16%
PCG
1942
PFC Capital Group
California
$200K +$200K +3,550 New
UCB
1943
United Community Bank
South Carolina
$200K -$26K -460 -12%
HFS
1944
Hantz Financial Services
Michigan
$198K -$5.19K -92 -3%
TSMHT
1945
Thurston Springer Miller Herd & Titak
Indiana
$197K +$113K +2,000 +134%
CTWM
1946
Cherry Tree Wealth Management
Minnesota
$195K – – –
CSB
1947
City State Bank
Iowa
$191K – – –
LJHT
1948
Laurie J. Hall Trustee
$189K – – –
BSB
1949
Bangor Savings Bank
Maine
$188K -$1.02K -18 -0.5%
GBT
1950
Grove Bank & Trust
Florida
$187K +$17.2K +304 +10%
76 77
78
79 80