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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 %
WP
2301
WealthPLAN Partners
Nebraska
– -$244K -4,106 Closed
HWMG
2302
Hurlow Wealth Management Group
Indiana
– -$239K -4,017 Closed
ANB
2303
Amarillo National Bank
Texas
– -$237K -3,985 Closed
OWMIAS
2304
One Wealth Management Investment & Advisory Services
Florida
– -$235K -3,963 Closed
FCB
2305
First County Bank
Connecticut
– -$233K -3,931 Closed
MSAM
2306
Moloney Securities Asset Management
Missouri
– -$233K -3,923 Closed
PAG
2307
Powers Advisory Group
Illinois
– -$233K -3,917 Closed
AT
2308
American Trust
Kentucky
– -$232K -3,913 Closed
GFG
2309
Goldstone Financial Group
Illinois
– -$232K -3,899 Closed
FSC
2310
Full Sail Capital
Oklahoma
– -$230K -3,881 Closed
OHWP
2311
Oak Harbor Wealth Partners
North Carolina
– -$228K -3,839 Closed
MCCA
2312
Mill Creek Capital Advisors
Pennsylvania
– -$227K -3,816 Closed
FFA
2313
First Foundation Advisors
California
– -$226K -3,797 Closed
WP
2314
WMS Partners
Maryland
– -$223K -3,753 Closed
SFO
2315
Stokes Family Office
Louisiana
– -$217K -3,654 Closed
CC
2316
Copperleaf Capital
North Carolina
– -$213K -3,579 Closed
FAT
2317
First American Trust
California
– -$212K -3,568 Closed
FWM
2318
Finer Wealth Management
Massachusetts
– -$211K -3,551 Closed
PWMG
2319
Pinnacle Wealth Management Group
Michigan
– -$211K -3,550 Closed
W
2320
Wealthquest
Ohio
– -$211K -3,548 Closed
OA
2321
Oxbow Advisors
Texas
– -$210K -3,533 Closed
SPAS
2322
Spectrum Planning & Advisory Services
California
– -$203K -3,529 Closed
CF
2323
Convergence Financial
Missouri
– -$209K -3,518 Closed
BFA
2324
Buttonwood Financial Advisors
Maryland
– -$209K -3,518 Closed
MCWS
2325
McKinley Carter Wealth Services
West Virginia
– -$209K -3,516 Closed
91 92
93
94 95