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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 %
CA
476
CSM Advisors
Pennsylvania
$9.88M -$196K -2,790 -2%
ATPW
477
Ashton Thomas Private Wealth
Arizona
$9.84M +$2.42M +34,494 +33%
TW
478
TritonPoint Wealth
Maryland
$9.73M -$382K -5,440 -4%
Lido Advisors
479
Lido Advisors
California
$9.65M +$197K +2,798 +2%
LSA
480
L & S Advisors
California
$9.65M +$9.65M +137,361 New
BCM
481
Blume Capital Management
California
$9.63M -$603K -8,585 -6%
SCM
482
SKBA Capital Management
California
$9.63M -$2.07M -29,400 -18%
MPM
483
Meritage Portfolio Management
Kansas
$9.57M -$200K -2,852 -2%
EP
484
Essential Planning
New Hampshire
$9.37M +$9.37M +137,618 New
ETC
485
Exchange Traded Concepts
Oklahoma
$9.28M -$2.04M -28,985 -18%
MHIC
486
Marble Harbor Investment Counsel
Massachusetts
$9.17M +$366K +5,215 +4%
HP
487
Hikari Power
Japan
$9.16M – – –
DWT
488
Dorsey & Whitney Trust
South Dakota
$9.1M -$563K -8,010 -6%
Envestnet Portfolio Solutions
489
Envestnet Portfolio Solutions
Illinois
$9.08M -$158K -2,249 -2%
GI
490
GLOBALT Investments
Georgia
$9.08M +$1.91M +27,211 +27%
NEAM
491
New England Asset Management
Connecticut
$9.07M -$1.26M -17,955 -12%
SCM
492
Shelton Capital Management
Colorado
$9.05M -$2.24M -31,859 -20%
SCM
493
Sirios Capital Management
Massachusetts
$9.01M -$5.24M -74,647 -37%
DILIC
494
Dai-ichi Life Insurance Company
Japan
$8.96M +$449K +6,397 +5%
TCM
495
Tufton Capital Management
Maryland
$8.9M -$135K -1,915 -1%
BNP Paribas Asset Management
496
BNP Paribas Asset Management
France
$8.89M +$4.25M +60,544 +92%
ECM
497
Estabrook Capital Management
New York
$8.89M -$93.6K -1,333 -1%
EF
498
Empirical Finance
Pennsylvania
$8.84M -$137K -1,957 -2%
BMSSC
499
B. Metzler seel. Sohn & Co
Germany
$8.83M -$5.82M -82,928 -40%
HAI
500
Hennessy Advisors Inc
California
$8.76M -$323K -4,600 -4%
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