WFC icon

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 %
TWP
2351
Triad Wealth Partners
Kansas
– -$59.6K -1,003 Closed
MB
2352
Mizuho Bank
Japan
– -$58.2K -980 Closed
CBT
2353
Central Bank & Trust
Kentucky
– -$53.4K -899 Closed
OWA
2354
Opal Wealth Advisors
New York
– -$48.6K -818 Closed
TCCM
2355
Timber Creek Capital Management
Massachusetts
– -$41.6K -700 Closed
WIA
2356
Wetzel Investment Advisors
Indiana
– -$38.3K -660 Closed
NFSG
2357
Newbridge Financial Services Group
Florida
– -$35.9K -605 Closed
CJ
2358
Caitlin John
Michigan
– -$33.6K -566 Closed
OCM
2359
Orion Capital Management
California
– -$29.7K -500 Closed
AFIA
2360
America First Investment Advisors
Nebraska
– -$20.3K -341 Closed
KFS
2361
Kelly Financial Services
Massachusetts
– -$20K -337 Closed
NOI
2362
Newton One Investments
Delaware
– -$17.9K -301 Closed
VAG
2363
VisionPoint Advisory Group
Texas
– -$15.1K -255 Closed
LFA
2364
LGT Financial Advisors
Texas
– -$14.7K -248 Closed
GG
2365
Gleason Group
Kentucky
– -$13.5K -228 Closed
DMIC
2366
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$11.9K -200 Closed
CP
2367
Castleview Partners
Texas
– -$9.98K -168 Closed
LIA
2368
Lynx Investment Advisory
District of Columbia
– -$9.9K -167 Closed
LFA
2369
Legend Financial Advisors
Pennsylvania
– -$9.09K -153 Closed
HH
2370
HWG Holdings
Texas
– -$7.42K -125 Closed
DWA
2371
Delos Wealth Advisors
Texas
– -$4.69K -79 Closed
MWA
2372
Moser Wealth Advisors
Washington
– -$4.28K -72 Closed
MFA
2373
McClarren Financial Advisors
Pennsylvania
– -$25K -59 Closed
VF
2374
VitalStone Financial
Texas
– -$2.2K -37 Closed
CB
2375
Chris Bulman
California
– -$2.04K -34 Closed
92 93 94
95
96