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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 %
FNFDCM
601
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.37M -$329K -4,686 -6%
OIA
602
OneDigital Investment Advisors
Kansas
$5.35M -$5.87M -83,567 -52%
GAM
603
Groupama Asset Management
France
$5.33M +$1.26M +17,841 +31%
BFS
604
Bard Financial Services
Connecticut
$5.33M -$880K -12,525 -14%
AP
605
Americana Partners
Texas
$5.32M +$4.71M +67,001 +762%
GAM
606
Gotham Asset Management
New York
$5.29M +$145K +2,064 +3%
SF
607
Synovus Financial
Georgia
$5.29M -$1.67M -23,762 -24%
ADIM
608
Alpha DNA Investment Management
Maryland
$5.28M +$2.82M +40,171 +115%
TPCW
609
TD Private Client Wealth
New York
$5.26M -$135K -1,925 -3%
HWM
610
HighMark Wealth Management
Minnesota
$5.25M +$2.04K +29 +0%
AWM
611
Axxcess Wealth Management
California
$5.24M -$383K -5,456 -7%
AS
612
Aware Super
Australia
$5.22M +$5.22M +74,304 New
SICM
613
Sustainable Insight Capital Management
New York
$5.21M +$5.21M +74,200 New
GT
614
Greenleaf Trust
Michigan
$5.21M +$126K +1,791 +2%
WCM
615
Weik Capital Management
Pennsylvania
$5.21M -$39K -555 -0.7%
NP
616
NorthRock Partners
Minnesota
$5.19M -$211K -3,001 -4%
BC
617
Burney Company
Virginia
$5.19M +$2.62M +37,324 +102%
BG
618
Bahl & Gaynor
Ohio
$5.13M -$30.3K -432 -0.6%
BFG
619
Bleakley Financial Group
New Jersey
$5.12M +$315K +4,482 +7%
FNA
620
First National Advisers
Nebraska
$5.09M +$246K +3,503 +5%
TSW
621
Thompson Siegel & Walmsley
Virginia
$5.08M -$22.4K -319 -0.4%
RBA
622
Richard Bernstein Advisors
New York
$5.08M – – –
RHIG
623
R.H. Investment Group
Arizona
$5.06M +$5.06M +71,978 New
CANC
624
Culbertson A N & Co
Virginia
$5.02M +$367K +5,219 +8%
PMAM
625
Picton Mahoney Asset Management
Ontario, Canada
$5M -$107K -1,521 -2%
23 24
25
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