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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 %
AP
2201
Aspect Partners
Virginia
$3.95K – – –
FWA
2202
FSC Wealth Advisors
New York
$3.84K – – –
AFG
2203
Albion Financial Group
Utah
$3.79K – – –
WOC
2204
West Oak Capital
California
$3.79K +$1.86K +6,700 +97%
RI
2205
Ridgewood Investments
New Jersey
$3.5K -$113 -2 -3%
EWP
2206
Elevation Wealth Partners
California
$3.39K – – –
MAM
2207
Marquette Asset Management
Minnesota
$3.28K +$3.28K +58 New
OW
2208
Olistico Wealth
Oklahoma
$3.11K +$3.11K +55 New
AA
2209
AlphaMark Advisors
Kentucky
$3K -$12.5K -209 -81%
CIM
2210
Contravisory Investment Management
Massachusetts
$2.83K +$2.83K +50 New
TFA
2211
Toth Financial Advisory
Virginia
$1.58K -$3.67K -65 -70%
WA
2212
WestEnd Advisors
North Carolina
$1.47K +$396 +7 +37%
GA
2213
GoalVest Advisory
New York
$847 – – –
WGS
2214
Washington Growth Strategies
District of Columbia
$260 +$260 +15 New
BFS
2215
Bare Financial Services
Pennsylvania
$169 – – –
WCM
2216
Westend Capital Management
California
$127 – – –
DRS
2217
Deane Retirement Strategies
Louisiana
$113 – – –
DWM
2218
Dogwood Wealth Management
Kansas
$28 -$29 – –
CMP
2219
Coston McIsaac & Partners
Maine
$14 – +1 +0.4%
Norges Bank
2220
Norges Bank
Norway
– -$2.67B -45,037,587 Closed
APG Asset Management
2221
APG Asset Management
Netherlands
– -$391M -7,053,152 Closed
TP
2222
Theleme Partners
United Kingdom
– -$276M -4,651,610 Closed
RCM
2223
Rokos Capital Management
United Kingdom
– -$173M -2,917,449 Closed
TC
2224
TwinBeech Capital
New York
– -$62.2M -1,047,960 Closed
Holocene Advisors
2225
Holocene Advisors
New York
– -$45.8M -771,527 Closed
87 88
89
90 91