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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
1
Wellington Management Group
Massachusetts
$5.15B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.24B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.1B
4
BlackRock
4
BlackRock
New York
$14.7B
5
Franklin Resources
5
Franklin Resources
California
$525M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$45.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.06B
3
APG Asset Management
3
APG Asset Management
Netherlands
$0
4
Capital International Investors
4
Capital International Investors
California
$2.76B
5
Dodge & Cox
5
Dodge & Cox
California
$4.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
2276
Steele Capital Management
Iowa
– -$431K -7,257 Closed
WWM
2277
Wagner Wealth Management
South Carolina
– -$399K -6,715 Closed
TC
2278
TradeLink Capital
Illinois
– -$392K -6,600 Closed
BWA
2279
Bordeaux Wealth Advisors
California
– -$387K -6,517 Closed
IFA
2280
Index Fund Advisors
California
– -$367K -6,186 Closed
FAM
2281
Fenimore Asset Management
New York
– -$356K -6,000 Closed
WF
2282
Wayfinding Financial
Washington
– -$346K -5,826 Closed
CA
2283
Crewe Advisors
Utah
– -$328K -5,517 Closed
IWA
2284
IBEX Wealth Advisors
New Jersey
– -$321K -5,410 Closed
NCM
2285
Nelson Capital Management
California
– -$319K -5,370 Closed
WCM
2286
Wallace Capital Management
Texas
– -$313K -5,268 Closed
SWS
2287
SYSTM Wealth Solutions
Illinois
– -$289K -4,874 Closed
AC
2288
AXQ Capital
New Jersey
– -$285K -4,799 Closed
RA
2289
Rational Advisors
New York
– -$285K -4,797 Closed
HWA
2290
Heartwood Wealth Advisors
Virginia
– -$280K -4,718 Closed
EP
2291
Edgestream Partners
New Jersey
– -$272K -4,578 Closed
SWRP
2292
Summit Wealth & Retirement Planning
California
– -$267K -4,489 Closed
JSSH
2293
J. Safra Sarasin Holding
– -$262K -4,419 Closed
FP
2294
Factorial Partners
New York
– -$261K -4,400 Closed
TF
2295
Trek Financial
Arizona
– -$254K -4,277 Closed
IHL
2296
Investment House LLC
California
– -$253K -4,254 Closed
DIG
2297
DeepCurrents Investment Group
New York
– -$251K -4,223 Closed
CCA
2298
Cravens & Co Advisors
Tennessee
– -$245K -4,125 Closed
CIS
2299
Custom Index Systems
New York
– -$245K -4,121 Closed
AWM
2300
Avaii Wealth Management
Wisconsin
– -$244K -4,114 Closed
90 91
92
93 94