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Wells Fargo
WFC

Overview Fund Activity

2,525 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 449 funds opening new positions, 818 increasing their positions, 929 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
+308
Holders Change %
+13.89%
% of All Funds
33.62%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.17%
New
449
Increased
818
Reduced
929
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.11B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.97B
3
DZ Bank
DZ Bank
Germany
$999M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$14.3B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$560M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$352M
2
Dodge & Cox
Dodge & Cox
California
$4.95B
3
Harris Associates
Harris Associates
Illinois
$1.02B
4
Primecap Management
Primecap Management
California
$1.79B
5
DSA
Davis Selected Advisers
Arizona
$607M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
2501
Aspect Partners
Virginia
$4.92K – – –
FWA
2502
FSC Wealth Advisors
New York
$4.78K – – –
RI
2503
Ridgewood Investments
New Jersey
$4.36K – – –
EWP
2504
Elevation Wealth Partners
California
$4.22K – – –
DAL
2505
Delta Accumulation LLC
California
$4.12K – – –
MAM
2506
Marquette Asset Management
Minnesota
$4.07K – – –
AA
2507
AlphaMark Advisors
Kentucky
$4K – – –
OW
2508
Olistico Wealth
Oklahoma
$3.86K – – –
CIAS
2509
CBIZ Investment Advisory Services
Ohio
$3.86K +$3.86K +55 New
OSNBOA
2510
Old Second National Bank of Aurora
Illinois
$3.58K +$3.58K +51 New
Parallax Volatility Advisers
2511
Parallax Volatility Advisers
California
$3.23K +$3.23K +46 New
CAM
2512
Columbia Asset Management
Michigan
$3.02K +$3.02K +43 New
NWMP
2513
Noble Wealth Management PBC
Colorado
$2.95K +$2.95K +42 New
WA
2514
WestEnd Advisors
North Carolina
$2.32K +$492 +7 +27%
PWM
2515
Parkworth Wealth Management
California
$2.32K +$2.32K +33 New
NRWA
2516
North Ridge Wealth Advisors
Oregon
$2.11K +$2.11K +30 New
TFA
2517
Toth Financial Advisory
Virginia
$1.97K – – –
NS
2518
NBC Securities
Alabama
$1.7K -$1.72M -24,381 -100%
HI
2519
Human Investing
Oregon
$1.48K +$1.48K +21 New
AWM
2520
Activest Wealth Management
Florida
$1.41K -$82.9K -1,180 -98%
MCM
2521
Mainstream Capital Management
California
$1.19K +$1.19K +17 New
GA
2522
GoalVest Advisory
New York
$1.05K – – –
CWM
2523
Copia Wealth Management
Oregon
$421 +$421 +6 New
SMAM
2524
Sugar Maple Asset Management
Wisconsin
$351 +$351 +5 New
ORAM
2525
One River Asset Management
Connecticut
$212 -$264K -3,733 -100%
99 100
101
102 103