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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 %
WC
676
Waterloo Capital
Texas
$3.94M -$381K -5,428 -9%
FFM
677
Forum Financial Management
Illinois
$3.93M +$501K +7,139 +15%
PFGIA
678
Patriot Financial Group Insurance Agency
Massachusetts
$3.92M -$16.4K -234 -0.4%
PFP
679
Pinnacle Financial Partners
Tennessee
$3.92M +$786K +12,245 +25%
Two Sigma Investments
680
Two Sigma Investments
New York
$3.9M -$245M -3,489,985 -98%
TFS
681
Thoroughbred Financial Services
Tennessee
$3.89M +$401K +5,704 +11%
LAM
682
L2 Asset Management
Massachusetts
$3.88M +$322K +4,578 +9%
AAM
683
Advisors Asset Management
Colorado
$3.88M +$506K +7,208 +15%
MSA
684
MUFG Securities Americas
New York
$3.87M +$3.87M +55,159 New
MSS
685
Mitchell Sinkler & Starr
Pennsylvania
$3.87M – – –
HNB
686
Huntington National Bank
Ohio
$3.86M +$429K +6,104 +12%
NG
687
Norden Group
Utah
$3.83M -$417K -5,943 -10%
HTC
688
Haverford Trust Company
Pennsylvania
$3.82M +$53K +754 +1%
CCA
689
Checchi Capital Advisers
California
$3.81M +$79.1K +1,126 +2%
EI
690
Ethic Inc
New York
$3.8M +$1.4M +19,955 +59%
S
691
SignatureFD
Georgia
$3.77M +$255K +3,625 +7%
SCI
692
S&CO Inc
Massachusetts
$3.77M – – –
EH
693
Equitable Holdings
New York
$3.77M +$183K +2,602 +5%
LA
694
LBP AM
France
$3.74M +$2.49M +35,429 +199%
CHAM
695
Clear Harbor Asset Management
Connecticut
$3.73M +$97K +1,381 +3%
FFN
696
Focus Financial Network
Minnesota
$3.73M -$470K -6,687 -11%
VCA
697
Verdence Capital Advisors
Maryland
$3.71M +$313K +4,461 +9%
TPI
698
Trust Point Inc
Wisconsin
$3.7M +$124K +1,767 +3%
MA
699
Montag & Associates
Georgia
$3.7M – – –
QCIG
700
Quad-Cities Investment Group
Iowa
$3.69M +$11.1K +158 +0.3%
26 27
28
29 30