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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 %
NMM
2151
Naples Money Management
Florida
$14.1K – – –
HB
2152
Horizon Bancorp
Indiana
$14K – – –
T
2153
Tidemark
California
$13.7K -$2.99K -53 -18%
FCG
2154
Financial Connections Group
California
$13K – – –
WWM
2155
Wolff Wiese Magana
California
$12.4K +$3.39K +60 +38%
RFG
2156
REAP Financial Group
Texas
$11.8K +$113 +2 +1%
PCMC
2157
Planning Capital Management Corporation
Pennsylvania
$11.5K +$10.9K +193 +1,930%
PGAM
2158
Princeton Global Asset Management
New Jersey
$11.2K -$17K -302 -60%
GWSA
2159
Global Wealth Strategies & Associates
Colorado
$10.9K +$3.73K +66 +52%
ACM
2160
Anfield Capital Management
California
$10.7K – – –
RS
2161
Rakuten Securities
Japan
$10.6K +$508 +9 +5%
LWMI
2162
Legacy Wealth Management (Idaho)
Idaho
$10.2K +$10.2K +140 New
LIS
2163
Legacy Investment Solutions
Idaho
$10.2K +$10.2K +140 New
HCA
2164
Harbor Capital Advisors
Illinois
$10K +$10K +184 New
NC
2165
NewSquare Capital
Pennsylvania
$9.38K – – –
RDFA
2166
Ritter Daniher Financial Advisory
Ohio
$9.04K – – –
NA
2167
Nordwand Advisors
Pennsylvania
$9.04K – – –
TLA
2168
Tanglewood Legacy Advisors
Texas
$8.76K – – –
TCA
2169
Trifecta Capital Advisors
Illinois
$8.59K – – –
AEPWM
2170
Atlantic Edge Private Wealth Management
Florida
$8.47K – – –
SC
2171
Swan Capital
Florida
$8.47K – – –
MWA
2172
MFA Wealth Advisors
Pennsylvania
$8.47K +$8.47K +150 New
RAM
2173
Riggs Asset Management
Pennsylvania
$8.14K -$113 -2 -1%
OAJ
2174
Ogorek Anthony Joseph
New York
$8K +$8K +142 New
CCA
2175
Criterion Capital Advisors
Tennessee
$7.84K – – –
85 86
87
88 89