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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 %
NMG
1976
New Millennium Group
Utah
$148K +$282 +5 +0.2%
MTIC
1977
Missouri Trust & Investment Company
Missouri
$147K – – –
BFPW
1978
BOK Financial Private Wealth
Colorado
$147K +$31.6K +560 +27%
PFA
1979
Pathway Financial Advisers
Indiana
$147K – – –
MHR
1980
Matthew Hamilton Rosenberg
$145K – – –
CB
1981
CNB Bank
Pennsylvania
$144K -$1.75K -31 -1%
HWM
1982
Hemington Wealth Management
Virginia
$135K +$135K +2,086 New
FCM
1983
Fourpath Capital Management
Oklahoma
$132K +$132K +2,342 New
YDMI
1984
Y.D. More Investments
Israel
$128K +$339 +6 +0.3%
FUBT
1985
First United Bank & Trust
Maryland
$125K -$14.9K -264 -11%
GCM
1986
Gables Capital Management
Florida
$124K – – –
HGERS
1987
Householder Group Estate & Retirement Specialist
Arizona
$124K -$3.1K -55 -2%
JGIA
1988
Jackson Grant Investment Advisers
Connecticut
$124K – – –
PA
1989
PSI Advisors
Florida
$122K -$1.36K -24 -1%
SWM
1990
Sugarloaf Wealth Management
Georgia
$121K – – –
AIM
1991
Acropolis Investment Management
Missouri
$119K +$119K +2,105 New
TC
1992
Trust Company
Kansas
$118K – – –
BTC
1993
Bank & Trust Company
Illinois
$115K – – –
SR
1994
Syntax Research
Florida
$115K – – –
OAM
1995
Ostrum Asset Management
France
$114K -$15.7K -278 -12%
SOAMC
1996
Spirit of America Management Corp
New York
$113K – – –
CCMI
1997
Creative Capital Management Investments
California
$113K +$113K +2,000 New
AAG
1998
Armstrong Advisory Group
Massachusetts
$112K – – –
JEST
1999
JTC Employer Solutions Trustee
Jersey
$108K – – –
GEA
2000
Glen Eagle Advisors
New Jersey
$108K – – –
78 79
80
81 82