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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.3B -$209M -3,698,239 -1%
BlackRock
2
BlackRock
New York
$14.7B +$320M +5,669,082 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.1B +$387M +6,858,465 +4%
State Street
4
State Street
Massachusetts
$8.01B -$71.7M -1,268,386 -0.9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.24B +$716M +12,668,092 +11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.15B +$1.1B +19,412,927 +27%
Dodge & Cox
7
Dodge & Cox
California
$4.91B -$301M -5,327,877 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.01B -$17.8M -316,546 -0.4%
Capital International Investors
9
Capital International Investors
California
$2.76B -$382M -6,754,602 -12%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$2.46B -$44.2M -782,629 -2%
Morgan Stanley
11
Morgan Stanley
New York
$2.36B +$41.2M +730,020 +2%
Invesco
12
Invesco
Georgia
$2.1B -$47.7M -844,412 -2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$2.06B -$537M -9,511,120 -21%
Primecap Management
14
Primecap Management
California
$1.81B -$293M -5,186,907 -14%
Ameriprise
15
Ameriprise
Minnesota
$1.78B -$243M -4,298,825 -12%
Northern Trust
16
Northern Trust
Illinois
$1.75B -$97.7M -1,728,854 -5%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.68B +$30.8M +544,781 +2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.42B -$292M -5,176,773 -17%
Bank of America
19
Bank of America
North Carolina
$1.36B +$17.2M +303,939 +1%
Charles Schwab
20
Charles Schwab
California
$1.27B -$20.7M -367,144 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.21B -$52.8M -934,579 -4%
Harris Associates
22
Harris Associates
Illinois
$1.19B -$15.1M -266,832 -1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.14B +$16M +282,801 +1%
UBS AM
24
UBS AM
Illinois
$1.14B -$41.9M -742,264 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$973M -$31.9M -565,497 -3%
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