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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 %
WSFS
626
Wilmington Savings Fund Society
Delaware
$4.95M +$706K +10,057 +17%
HAG
627
HighPoint Advisor Group
Illinois
$4.93M +$88.1K +1,119 +2%
WA
628
Waverly Advisors
Alabama
$4.8M +$991K +14,103 +26%
PDL
629
Portfolio Design Labs
California
$4.79M +$832K +11,844 +21%
SCM
630
Sterling Capital Management
North Carolina
$4.79M -$412K -5,869 -8%
TW
631
Trajan Wealth
Arizona
$4.75M +$481K +6,852 +11%
BPAMU
632
BTG Pactual Asset Management US
New York
$4.73M +$4.73M +67,282 New
WOC
633
West Oak Capital
California
$4.71M -$4.86M -6,925 -51%
BFS
634
Bradley Foster & Sargent
Connecticut
$4.69M -$68K -968 -1%
BJL
635
Brighton Jones LLC
Washington
$4.65M +$1.79M +25,436 +62%
RWM
636
Ritholtz Wealth Management
New York
$4.64M +$559K +7,954 +14%
NAAA
637
New Age Alpha Advisors
New York
$4.63M +$4.63M +65,905 New
DWP
638
Daymark Wealth Partners
Ohio
$4.6M -$596K -8,491 -11%
RVM
639
Robinson Value Management
Texas
$4.59M -$2.53M -36,048 -36%
SC
640
Stance Capital
Massachusetts
$4.57M +$4.57M +65,096 New
PAM
641
Paradigm Asset Management
New York
$4.52M +$1.51M +21,500 +50%
RFM
642
Royal Fund Management
Florida
$4.47M +$3.12M +44,472 +232%
VT
643
Vise Technologies
New York
$4.47M +$646K +9,199 +17%
AG
644
AIA Group
Hong Kong
$4.44M -$371K -5,276 -8%
VI
645
Vestcor Inc
New Brunswick, Canada
$4.44M -$399K -5,684 -8%
QCM
646
Qsemble Capital Management
New York
$4.43M +$486K +6,923 +12%
CA
647
Commerzbank Aktiengesellschaft
Germany
$4.42M -$1.49M -21,185 -25%
COI
648
Connable Office Inc
Michigan
$4.42M -$86K -1,224 -2%
GRP
649
Global Retirement Partners
California
$4.34M +$139K +1,976 +3%
VanEck Associates
650
VanEck Associates
New York
$4.34M +$4.34M +61,828 New
24 25
26
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