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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
$5.15B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.24B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$11.1B
4
BlackRock
BlackRock
New York
$14.7B
5
Franklin Resources
Franklin Resources
California
$525M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$45.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.06B
3
APG Asset Management
APG Asset Management
Netherlands
$0
4
Capital International Investors
Capital International Investors
California
$2.76B
5
Dodge & Cox
Dodge & Cox
California
$4.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
NRD
2251
Nebula Research & Development
New York
– -$1.95M -32,818 Closed
SLFPAM
2252
St. Louis Financial Planners Asset Management
Missouri
– -$1.95M -32,237 Closed
HA
2253
Heartland Advisors
Wisconsin
– -$1.85M -31,079 Closed
SFC
2254
Strategic Financial Concepts
Texas
– -$115K -28,937 Closed
GCA
2255
Greenwood Capital Associates
South Carolina
– -$1.64M -27,636 Closed
TAMH
2256
Taikang Asset Management (HK)
Hong Kong
– -$1.51M -25,500 Closed
RIA
2257
Realta Investment Advisors
Delaware
– -$1.34M -22,646 Closed
SFA
2258
Seneca Financial Advisors
New York
– -$1.26M -21,273 Closed
IMC Chicago
2259
IMC Chicago
Illinois
– -$1.13M -19,064 Closed
VWM
2260
VCI Wealth Management
Missouri
– -$1.12M -18,889 Closed
UFF
2261
USA Financial Formulas
Michigan
– -$1.12M -18,815 Closed
Twin Tree Management
2262
Twin Tree Management
Texas
– -$1.07M -18,052 Closed
WCM
2263
Winthrop Capital Management
Indiana
– -$1.04M -17,496 Closed
SP
2264
Symmetry Partners
Connecticut
– -$996K -16,774 Closed
LS
2265
Livforsakringsbolaget Skandia
Sweden
– -$899K -15,132 Closed
GCM
2266
Glaxis Capital Management
Florida
– -$891K -15,000 Closed
Simplex Trading
2267
Simplex Trading
Illinois
– -$785K -13,222 Closed
TC
2268
Taika Capital
Florida
– -$739K -12,450 Closed
AC
2269
Allstate Corporation
Illinois
– -$725K -12,200 Closed
VIM
2270
VELA Investment Management
Ohio
– -$689K -11,599 Closed
PCM
2271
PAR Capital Management
Massachusetts
– -$594K -10,000 Closed
BFM
2272
Boothbay Fund Management
New York
– -$580K -9,761 Closed
RC
2273
Rovin Capital
Arizona
– -$552K -9,292 Closed
MAM
2274
McCarthy Asset Management
California
– -$463K -7,800 Closed
UAG
2275
United Advisor Group
Ohio
– -$432K -7,280 Closed
89 90
91
92 93