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Wells Fargo
WFC

Overview Fund Activity

2,527 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 819 increasing their positions, 929 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,527
Holders Change
+310
Holders Change %
+13.98%
% of All Funds
33.64%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.17%
New
450
Increased
819
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
+$998M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$967M
3
DZ Bank
DZ Bank
Germany
+$942M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$499M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$467M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.41B
2
Dodge & Cox
Dodge & Cox
California
-$1.16B
3
Harris Associates
Harris Associates
Illinois
-$466M
4
Primecap Management
Primecap Management
California
-$455M
5
DSA
Davis Selected Advisers
Arizona
-$395M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
401
Markel Group
Virginia
$14.4M – – –
CA
402
Cornerstone Advisors
North Carolina
$14.3M +$295K +4,200 +2%
Focus Partners Wealth
403
Focus Partners Wealth
Massachusetts
$14.3M -$41.8K -596 -0.3%
Los Angeles Capital Management
404
Los Angeles Capital Management
California
$14.2M -$2.99M -42,613 -17%
HIP
405
HUB Investment Partners
Texas
$14.1M +$19.9K +283 +0.1%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$149K +2,122 +1%
WP
407
Woodline Partners
California
$14M +$14M +199,950 New
AIA
408
Allied Investment Advisors
Montana
$13.9M -$546K -7,778 -4%
TWC
409
TD Waterhouse Canada
Ontario, Canada
$13.8M +$6.3M +89,669 +84%
AUB
410
Atlantic Union Bankshares
Virginia
$13.8M +$1.34M +19,014 +11%
CTA
411
Chesley Taft & Associates
Illinois
$13.8M +$3.78M +53,773 +38%
QC
412
Quadrature Capital
United Kingdom
$13.7M +$13.7M +194,465 New
CWM
413
Calamos Wealth Management
Illinois
$13.6M +$1.78M +25,365 +15%
GRQ
414
Gardner Russo & Quinn
Pennsylvania
$13.6M -$14.7M -208,764 -52%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$13.5M -$40.6K -578 -0.3%
EF
416
Empowered Funds
Pennsylvania
$13.4M +$2.14M +30,510 +19%
FCH
417
Freestone Capital Holdings
Washington
$13.3M -$1.12M -15,978 -8%
AF
418
Allworth Financial
California
$13.2M +$1.04M +13,383 +9%
BHCM
419
Brevan Howard Capital Management
Jersey
$13.1M -$6.68M -95,099 -34%
IIM
420
Intact Investment Management
Quebec, Canada
$13.1M +$481K +6,850 +4%
PA
421
Pinnacle Associates
New York
$13.1M -$1.08M -15,329 -8%
GIM
422
Grassi Investment Management
California
$13.1M -$386K -5,497 -3%
MCM
423
MAI Capital Management
Ohio
$12.9M +$6.04M +85,989 +89%
NIM
424
NEOS Investment Management
Connecticut
$12.8M +$742K +10,563 +6%
CTC (Chicago Trading Company)
425
CTC (Chicago Trading Company)
Illinois
$12.7M +$1.04M +14,862 +9%
15 16
17
18 19