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

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$352M
2
Dodge & Cox
2
Dodge & Cox
California
$4.95B
3
Harris Associates
3
Harris Associates
Illinois
$1.02B
4
Primecap Management
4
Primecap Management
California
$1.79B
5
DSA
5
Davis Selected Advisers
Arizona
$607M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
2601
Fourpath Capital Management
Oklahoma
– -$132K -2,342 Closed
NC
2602
Nixon Capital
Texas
– -$97.2K -1,720 Closed
VAMG
2603
Voisard Asset Management Group
Michigan
– -$88.7K -1,571 Closed
MIM
2604
Macroview Investment Management
Maryland
– -$84.7K -1,500 Closed
OWP
2605
ORG Wealth Partners
Texas
– -$80.8K -1,430 Closed
FWM
2606
Focused Wealth Management
New York
– -$79.9K -1,415 Closed
FAM
2607
Flaharty Asset Management
Florida
– -$66.8K -1,182 Closed
WAM
2608
Westport Asset Management
Connecticut
– -$56.5K -1,000 Closed
MIM
2609
Manitou Investment Management
Ontario, Canada
– -$56.5K -1,000 Closed
FIA
2610
FNY Investment Advisers
New York
– -$28K -500 Closed
SHIM
2611
Stone House Investment Management
Pennsylvania
– -$26.7K -474 Closed
CA
2612
Claris Advisors
Missouri
– -$24K -424 Closed
RWM
2613
Reston Wealth Management
Virginia
– -$22.7K -401 Closed
JPWM
2614
Jamison Private Wealth Management
Georgia
– -$21K -372 Closed
NFA
2615
Northwest Financial Advisors
Virginia
– -$18.5K -328 Closed
EFP
2616
EnRich Financial Partners
Wisconsin
– -$18.5K -327 Closed
RWA
2617
Redmont Wealth Advisors
Illinois
– -$18.1K -320 Closed
DWA
2618
Dougherty Wealth Advisers
Minnesota
– -$16.9K -299 Closed
MWA
2619
MFA Wealth Advisors
Pennsylvania
– -$8.47K -150 Closed
HGA
2620
Hobbs Group Advisors
South Carolina
– -$7.49K -133 Closed
SFCL
2621
Strengthening Families & Communities LLC
Massachusetts
– -$6.78K -120 Closed
IWP
2622
IAG Wealth Partners
Wisconsin
– -$6.72K -119 Closed
1IA
2623
1620 Investment Advisors
Massachusetts
– -$5.56K -98 Closed
BFS
2624
Bare Financial Services
Pennsylvania
– -$169 -3 Closed
DWM
2625
Dogwood Wealth Management
Kansas
– -$28 – –
101 102 103 104
105