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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 %
KOCAA
426
Knights of Columbus Asset Advisors
Connecticut
$12.6M +$175K +2,498 +1%
MSRPS
427
Maryland State Retirement & Pension System
Maryland
$12.6M -$1.59M -22,571 -11%
LSERS
428
Louisiana State Employees Retirement System
Louisiana
$12.6M -$878K -12,500 -7%
SAM
429
Securian Asset Management
Minnesota
$12.6M -$654K -9,311 -5%
AAS
430
Avantax Advisory Services
Texas
$12.5M +$177K +2,523 +1%
MIS
431
Morningstar Investment Services
Illinois
$12.5M -$116M -1,656,780 -90%
NAM
432
NorthCrest Asset Manangement
Minnesota
$12.4M +$150K +2,129 +1%
KAS
433
Kestra Advisory Services
Texas
$12.4M -$25.3M -360,363 -67%
AAA
434
Adams Asset Advisors
Texas
$12.4M -$66.3K -944 -0.5%
A
435
Allianz
Germany
$12.2M +$587K +8,340 +5%
MAM
436
Mark Asset Management
New York
$12.2M -$586K -8,348 -5%
NG
437
NatWest Group
United Kingdom
$12.1M +$4.43M +63,102 +58%
MGP
438
Metis Global Partners
California
$12.1M +$468K +6,668 +4%
EWA
439
EP Wealth Advisors
California
$12.1M -$2.41M -34,281 -17%
CWA
440
Consilium Wealth Advisory
Texas
$12M +$1.04M +14,740 +9%
Bessemer Group
441
Bessemer Group
New Jersey
$11.9M +$511K +7,282 +4%
VC
442
Vestor Capital
Illinois
$11.9M +$11.9M +169,367 New
BCM
443
BTC Capital Management
Iowa
$11.9M -$2.78M -39,598 -19%
CPCPP
444
Canada Post Corporation Pension Plan
Canada
$11.8M +$11.8M +168,036 New
VIM
445
Vinva Investment Management
Australia
$11.8M +$2.29M +32,506 +24%
MAMU
446
Marathon Asset Management (UK)
United Kingdom
$11.7M -$772K -10,987 -6%
CFG
447
Citizens Financial Group
Rhode Island
$11.5M -$204K -2,902 -2%
HI
448
Hoey Investments
Pennsylvania
$11.5M +$1.38M +19,620 +14%
WPC
449
Wedmont Private Capital
Pennsylvania
$11.4M +$182K +2,608 +2%
NMERB
450
New Mexico Educational Retirement Board
New Mexico
$11.4M -$576K -8,200 -5%
16 17
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