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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 %
Assenagon Asset Management
551
Assenagon Asset Management
Luxembourg
$6.73M -$38.9K -554 -0.6%
SC
552
Savant Capital
Illinois
$6.73M +$427K +6,075 +7%
SFI
553
Siemens Fonds Invest
Germany
$6.69M +$212K +3,010 +3%
Empower Advisory Group
554
Empower Advisory Group
Colorado
$6.68M +$1.09M +15,473 +19%
HW
555
Hancock Whitney
Mississippi
$6.65M +$253K +3,599 +4%
WAM
556
Winslow Asset Management
Ohio
$6.63M -$29.4K -419 -0.4%
CG
557
Caprock Group
Idaho
$6.62M +$741K +10,551 +13%
UB
558
UMB Bank
Missouri
$6.58M -$14.2K -202 -0.2%
LCM
559
Laurion Capital Management
New York
$6.54M +$6.02M +85,741 +1,174%
BBWA
560
Bell & Brown Wealth Advisors
California
$6.52M -$1.62K -23 -0%
FNBOO
561
First National Bank of Omaha
Nebraska
$6.5M -$313K -4,451 -5%
SFA
562
Semmax Financial Advisors
North Carolina
$6.46M -$916K -11,560 -12%
CA
563
Clearstead Advisors
Ohio
$6.44M -$39.1K -556 -0.6%
HFS
564
Hantz Financial Services
Michigan
$6.43M +$6.18M +88,036 +2,510%
OBAM
565
ODDO BHF Asset Management
France
$6.42M +$882K +12,557 +16%
CK
566
Cohen Klingenstein
New York
$6.38M – – –
OCM
567
Olstein Capital Management
New York
$6.25M -$2.46M -35,000 -28%
GFA
568
Gifford Fong Associates
California
$6.19M – – –
VLKIM
569
Van Lanschot Kempen Investment Management
Netherlands
$6.17M +$6.17M +87,808 New
DW30
570
Drucker Wealth 3.0
New Jersey
$6.15M -$123K -1,758 -2%
AIP
571
Ameritas Investment Partners
Nebraska
$6.15M -$181K -2,571 -3%
SI
572
Stephens Inc
Arkansas
$6.13M -$14.5K -206 -0.2%
WAS
573
Wesleyan Assurance Society
United Kingdom
$6.08M – – –
ATC
574
Argent Trust Co
Tennessee
$6.07M -$416K -5,918 -6%
Luther King Capital Management (LKCM)
575
Luther King Capital Management (LKCM)
Texas
$6.05M +$28.2K +402 +0.5%
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