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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 %
NCM
2001
Northwest Capital Management
Oregon
$108K – – –
HCM
2002
Hollencrest Capital Management
California
$107K +$24.9K +440 +30%
CJH
2003
Christopher J. Hasenberg
Wisconsin
$104K – – –
WAS
2004
Winch Advisory Services
Wisconsin
$103K -$508 -9 -0.5%
AA
2005
AlphaCentric Advisors
Puerto Rico
$103K -$3.28K -58 -3%
HWA
2006
Heritage Wealth Advisors
Virginia
$102K +$11.3K +200 +12%
CWC
2007
Carolinas Wealth Consulting
North Carolina
$101K -$8.02K -142 -7%
AWM
2008
Abound Wealth Management
Tennessee
$100K +$5.14K +91 +5%
RTC
2009
Riverview Trust Company
Washington
$100K +$3.62K +64 +4%
CPA
2010
Capital Performance Advisors
California
$99.7K +$99.7K +1,764 New
ANBT
2011
American National Bank & Trust
Texas
$98.6K -$1.58K -28 -2%
NC
2012
Nixon Capital
Texas
$97.2K – – –
ATC
2013
Adirondack Trust Company
New York
$96.8K – – –
FCT
2014
First Community Trust
Iowa
$96.3K – – –
KFI
2015
Key Financial Inc
Pennsylvania
$94.8K -$452 -8 -0.5%
RL
2016
Rogco LP
Oklahoma
$94.1K – – –
EBA
2017
Eagle Bay Advisors
New York
$92K -$1.19K -21 -1%
PWMG
2018
Prestige Wealth Management Group
New Jersey
$90.6K -$511K -9,050 -85%
AA
2019
Addison Advisors
Vermont
$89K -$10.8K -192 -11%
VAMG
2020
Voisard Asset Management Group
Michigan
$88.7K +$12.8K +227 +17%
BHWM
2021
Bay Harbor Wealth Management
Maryland
$85.6K -$3.5K -62 -4%
MIM
2022
Macroview Investment Management
Maryland
$84.7K -$7.63K -135 -8%
SIC
2023
SJS Investment Consulting
Ohio
$84.7K -$1.7K -30 -2%
CHA
2024
Carmichael Hill & Associates
Maryland
$84.1K +$339 +6 +0.4%
BCMLT
2025
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.4K +$8.98K +159 +12%
79 80
81
82 83