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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 %
WAM
2101
WFA Asset Management
Wisconsin
$34.4K -$34.5K -610 -50%
Aristotle Capital Management
2102
Aristotle Capital Management
California
$33.9K – – –
AWM
2103
AllSquare Wealth Management
New York
$33.9K – – –
MCM
2104
MidAtlantic Capital Management
Virginia
$33.8K – – –
FWM
2105
FSA Wealth Management
Massachusetts
$33.8K +$33.8K +598 New
GWP
2106
Gen-Wealth Partners
Michigan
$32.7K – – –
SJIM
2107
St. Johns Investment Management
Florida
$31.2K – – –
TC
2108
Truvestments Capital
Florida
$29.4K +$29.4K +520 New
RDIA
2109
RE Dickinson Investment Advisors
Iowa
$29.4K – – –
FIA
2110
FNY Investment Advisers
New York
$28K +$28K +500 New
VWA
2111
Valued Wealth Advisors
Utah
$27.7K -$7.92K -140 -22%
BAM
2112
Byrne Asset Management
New Jersey
$27.7K – – –
JFG
2113
JDM Financial Group
Texas
$27.5K +$1.19K +21 +5%
AT
2114
Arlington Trust
Alabama
$27.4K – – –
BC
2115
Barrett & Company
Rhode Island
$27K – – –
CMA
2116
Cedar Mountain Advisors
Oregon
$26.9K – – –
SHIM
2117
Stone House Investment Management
Pennsylvania
$26.7K +$226 +4 +0.9%
PWMG
2118
Private Wealth Management Group
New Jersey
$25.8K +$395 +7 +2%
MFS
2119
Mattson Financial Services
Michigan
$24.9K – – –
SWM
2120
Sanctuary Wealth Management
Idaho
$24.6K -$2.37K -42 -9%
BAM
2121
Bellevue Asset Management
Washington
$24.3K +$170 +3 +0.7%
SIS
2122
Strategic Investment Solutions
Illinois
$24K -$395 -7 -2%
CA
2123
Claris Advisors
Missouri
$24K +$24K +424 New
MLA
2124
MB, Levis & Associates
Pennsylvania
$23.6K – – –
RWM
2125
Reston Wealth Management
Virginia
$22.7K +$22.7K +401 New
83 84
85
86 87