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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 %
ACA
2176
Atlas Capital Advisors
Wyoming
$7.68K -$21.9K -387 -74%
HGA
2177
Hobbs Group Advisors
South Carolina
$7.49K +$56 +1 +0.8%
SFCL
2178
Strengthening Families & Communities LLC
Massachusetts
$6.78K – – –
IWP
2179
IAG Wealth Partners
Wisconsin
$6.72K +$6.72K +119 New
TPW
2180
Talon Private Wealth
Florida
$6.67K +$6.67K +118 New
IA
2181
IFS Advisors
Kansas
$6.67K – – –
CWA
2182
Carolina Wealth Advisors
South Carolina
$6.38K – – –
CAM
2183
ClariVest Asset Management
California
$6.13K – – –
GFL
2184
Granite FO LLC
New Hampshire
$6.1K +$6.1K +108 New
DWM
2185
Darwin Wealth Management
Florida
$6.07K +$6.07K +108 New
NRG
2186
Nemes Rush Group
Michigan
$6.03K – – –
DFA
2187
DHJJ Financial Advisors
Illinois
$5.9K – – –
EAM
2188
Eukles Asset Management
Ohio
$5.71K – – –
PS
2189
PayPay Securities
Japan
$5.65K -$1.75K -31 -24%
LOIP
2190
Live Oak Investment Partners
Texas
$5.65K -$5.94K – –
1IA
2191
1620 Investment Advisors
Massachusetts
$5.56K +$2.27K +40 +69%
HFS
2192
Horizon Financial Services
North Carolina
$5.48K – – –
TFM
2193
TFC Financial Management
Massachusetts
$5.25K -$678 -12 -11%
BFS
2194
Burkett Financial Services
South Carolina
$5.05K – – –
PWA
2195
Provenance Wealth Advisors
Florida
$5.03K – – –
ETS
2196
ESL Trust Services
New York
$4.97K -$6.55K -116 -57%
CSWM
2197
Cassady Schiller Wealth Management
Ohio
$4.46K – – –
CFFP
2198
Center for Financial Planning
Michigan
$4.18K -$8.81K -156 -68%
DAL
2199
Delta Accumulation LLC
California
$4.12K – – –
HFM
2200
Harvest Fund Management
China
$4K -$985K -16,499 -100%
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88
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