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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 %
BOSSRA
751
B.O.S.S. Retirement Advisors
Utah
$3.22M +$2.66M +37,877 +473%
CAAS
752
Capital Asset Advisory Services
Michigan
$3.21M -$203K -2,844 -6%
SP
753
SWS Partners
Ohio
$3.21M -$104K -1,480 -3%
JIC
754
Joel Isaacson & Co
New York
$3.19M +$22.5K +321 +0.7%
DLCIG
755
D.L. Carlson Investment Group
New Hampshire
$3.16M -$29.5K -420 -0.9%
CIA
756
Concurrent Investment Advisors
Florida
$3.16M +$256K +3,643 +9%
MYLI
757
Meiji Yasuda Life Insurance
Japan
$3.16M -$54.8K -780 -2%
KCIC
758
Kuhn & Co Investment Counsel
Illinois
$3.16M – – –
HPC
759
HM Payson & Co
Maine
$3.14M +$31.6K +450 +1%
CAM
760
Cidel Asset Management
Ontario, Canada
$3.14M -$376K -5,347 -11%
FMI
761
F/M Investments
District of Columbia
$3.13M +$501K +7,131 +19%
RCM
762
RNC Capital Management
California
$3.12M +$1.76M +25,127 +130%
AWM
763
Angeles Wealth Management
California
$3.12M +$2.08M +29,604 +199%
CIA
764
Cohen Investment Advisors
New Hampshire
$3.12M +$64.3K +916 +2%
VNIM
765
Vaughan Nelson Investment Management
Texas
$3.11M – – –
NB
766
NBT Bank
New York
$3.11M -$42.3K -602 -1%
GIM
767
Goelzer Investment Management
Indiana
$3.1M -$85.9K -1,223 -3%
OC
768
Oppenheimer & Co
New York
$3.09M +$402K +5,717 +15%
FSA
769
Franklin Street Advisors
North Carolina
$3.04M -$56.9K -810 -2%
TAM
770
Trust Asset Management
Texas
$3.03M – – –
AP
771
Adero Partners
California
$3.02M +$420K +5,974 +16%
WPC
772
White Pine Capital
Minnesota
$3.01M -$2.25K -32 -0.1%
NAS
773
NWF Advisory Services
California
$3.01M +$3.01M +42,819 New
ACM
774
Argyle Capital Management
Pennsylvania
$3.01M +$49.4K +703 +2%
PBK
775
Peoples Bank (Kansas)
Kansas
$3.01M -$78.7K -1,120 -3%
29 30
31
32 33