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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 %
RA
1951
Rise Advisors
New York
$187K -$25K -442 -12%
CAL
1952
Capital Advisors Ltd
Ohio
$185K -$3.23K -57 -2%
HC
1953
Hara Capital
Washington
$183K -$34.1K -604 -16%
CAL
1954
Capital Analysts LLC
Pennsylvania
$183K +$6.72K +119 +4%
PH
1955
Pinnacle Holdings
Oklahoma
$181K -$35.5K -629 -16%
NIC
1956
Northwest Investment Counselors
Oregon
$180K -$10.7K -190 -6%
HBW
1957
Hazlett, Burt & Watson
West Virginia
$179K -$29.3K -518 -14%
PS
1958
Planned Solutions
California
$178K +$178K +3,144 New
BIA
1959
Bell Investment Advisors
California
$177K – – –
ATS
1960
Ashton Thomas Securities
New York
$176K +$176K +3,116 New
GS
1961
Gagnon Securities
New York
$173K +$173K +3,056 New
SWA
1962
SOA Wealth Advisors
New York
$168K – – –
ITFISA
1963
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$168K -$196K -3,469 -54%
TFIPS
1964
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K – – –
PAG
1965
Paladin Advisory Group
Iowa
$166K +$112K +1,986 +207%
CFD
1966
Creative Financial Designs
Indiana
$164K -$3.62K -64 -2%
WFA
1967
West Financial Advisors
Iowa
$163K -$19.8K -350 -11%
ACA
1968
American Capital Advisory
Idaho
$161K +$452 +8 +0.3%
CCA
1969
Catalyst Capital Advisors
New York
$160K +$160K +2,824 New
PIA
1970
Powell Investment Advisors
Florida
$159K – – –
PCWA
1971
Pacific Capital Wealth Advisors
California
$158K +$4.69K +83 +3%
WPA
1972
West Paces Advisors
Georgia
$158K – – –
VWM
1973
Venturi Wealth Management
Texas
$157K +$28K +495 +22%
CIR
1974
Clear Investment Research
Georgia
$154K – – –
GFPC
1975
Global Financial Private Client
Florida
$153K +$38.6K +683 +34%
77 78
79
80 81