WFC icon

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 %
VFA
726
Valeo Financial Advisors
Indiana
$3.45M +$22.1K +315 +0.6%
FPAS
727
Focus Partners Advisor Solutions
Missouri
$3.45M +$307K +4,377 +10%
IA
728
IFP Advisors
Florida
$3.43M +$595K +8,470 +21%
AC
729
Asio Capital
Kentucky
$3.42M -$1.07M -15,230 -24%
CAMG
730
CWA Asset Management Group
Florida
$3.41M +$547K +7,791 +19%
MC
731
Moors & Cabot
Massachusetts
$3.39M -$243K -3,459 -7%
IC
732
Inkwell Capital
Florida
$3.37M +$3.37M +48,030 New
3IP
733
3Chopt Investment Partners
Virginia
$3.35M +$24.4K +348 +0.7%
WWA
734
WCG Wealth Advisors
Nevada
$3.35M +$103K +1,463 +3%
SG
735
Somerset Group
Minnesota
$3.35M – – –
FT
736
Fiduciary Trust
Massachusetts
$3.34M +$120K +1,704 +4%
GWM
737
Geneos Wealth Management
Colorado
$3.34M -$55.6K -791 -2%
OC
738
Optimas Capital
Hong Kong
$3.33M +$3.33M +47,400 New
TCPW
739
Twin City Private Wealth
North Carolina
$3.31M -$341K -4,849 -9%
CIA
740
Capital Investment Advisors
Georgia
$3.31M -$154K -2,197 -4%
BBHC
741
Brown Brothers Harriman & Co
New York
$3.29M +$293K +4,173 +10%
BEI
742
Benjamin Edwards Inc
Missouri
$3.28M -$754K -10,730 -19%
WF
743
Welch & Forbes
Massachusetts
$3.26M +$14K +199 +0.4%
CIA
744
Choate Investment Advisors
Massachusetts
$3.26M +$354K +5,033 +12%
CAS
745
Coppell Advisory Solutions
Texas
$3.25M -$129K -1,826 -4%
AWM
746
Avitas Wealth Management
California
$3.24M +$21.1K +300 +0.7%
Vontobel Holding
747
Vontobel Holding
Switzerland
$3.23M -$153K -2,182 -5%
SIG
748
Stonegate Investment Group
Alabama
$3.23M +$42.4K +603 +1%
UHC
749
Union Heritage Capital
Michigan
$3.23M – – –
MNBTD
750
Moody National Bank Trust Division
Texas
$3.23M -$174K -2,472 -5%
28 29
30
31 32