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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 %
WIM
701
Wittenberg Investment Management
Massachusetts
$3.68M -$3.66M -52,073 -50%
PCTC
702
Perkins Coie Trust Company
Washington
$3.66M -$2.32K -33 -0.1%
WS
703
Wedbush Securities
California
$3.66M +$20.1K +286 +0.6%
ABC
704
Associated Banc-Corp
Wisconsin
$3.64M -$74.4K -1,059 -2%
RSWM
705
Robertson Stephens Wealth Management
California
$3.64M -$212K -3,020 -6%
LNWWM
706
Laird Norton Wetherby Wealth Management
California
$3.63M -$153K -2,178 -4%
PA
707
Profund Advisors
Maryland
$3.63M -$578K -8,222 -14%
SCA
708
Stonebridge Capital Advisors
Minnesota
$3.61M -$114K -1,625 -3%
JHCP
709
Jackson Hole Capital Partners
Oklahoma
$3.6M +$24.4K +347 +0.7%
CIC
710
Cornercap Investment Counsel
Georgia
$3.6M -$122K -1,732 -3%
FNBT
711
FineMark National Bank & Trust
Florida
$3.58M -$65.9K -938 -2%
WJWM
712
Williams Jones Wealth Management
New York
$3.58M -$254K -3,621 -7%
PBC
713
Pavion Blue Capital
California
$3.57M -$11.9K -169 -0.3%
SCM
714
SOL Capital Management
Maryland
$3.55M -$3.51K -50 -0.1%
4WM
715
44 Wealth Management
Oregon
$3.55M -$289K -4,109 -8%
CCM
716
Coldstream Capital Management
Washington
$3.52M +$428K +6,099 +14%
AFS
717
Aft Forsyth & Sober
Florida
$3.51M – – –
LOAMS
718
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M -$73.5K -1,046 -2%
SW
719
SVB Wealth
Massachusetts
$3.49M +$3.49M +49,637 New
CM
720
Crestline Management
Texas
$3.48M +$1.58M +22,495 +83%
TCA
721
Transcend Capital Advisors
New Jersey
$3.48M -$170K -2,418 -5%
QI
722
Qtron Investments
Massachusetts
$3.47M -$638K -9,090 -16%
SPC
723
Sigma Planning Corp
Michigan
$3.47M -$548K -7,800 -14%
FTWA
724
Fifth Third Wealth Advisors
Ohio
$3.46M +$247K +3,520 +8%
ICM
725
IMS Capital Management
Oregon
$3.45M – – –
27 28
29
30 31