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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 %
NW
776
Naviter Wealth
Arkansas
$2.99M +$54.4K +775 +2%
WC
777
Wynn Capital
Georgia
$2.98M -$5.27K -75 -0.2%
GI
778
GAMMA Investing
California
$2.98M +$351K +4,999 +13%
KIA
779
KCM Investment Advisors
California
$2.98M +$173K +2,464 +6%
SLI
780
Sumitomo Life Insurance
Japan
$2.98M -$62.4K -888 -2%
GI
781
GS Investments
Minnesota
$2.98M – – –
SSWM
782
Smith Salley Wealth Management
North Carolina
$2.97M +$36K +512 +1%
KCM
783
Kodai Capital Management
Illinois
$2.97M +$2.97M +42,257 New
CA
784
Cullinan Associates
Kentucky
$2.97M -$133K -1,900 -4%
LFM
785
LGT Fund Management
Liechtenstein
$2.95M – – –
CTC
786
Central Trust Company
Missouri
$2.95M +$127K +1,814 +5%
MAM
787
Madison Asset Management
Wisconsin
$2.92M -$3.38M -48,141 -54%
MIA
788
Madison Investment Advisors
Wisconsin
$2.92M +$2.92M +41,587 New
CPBTD
789
Central Pacific Bank - Trust Division
Hawaii
$2.92M -$738K -10,500 -20%
HB
790
HTLF Bank
Colorado
$2.91M -$167K -2,384 -5%
BP
791
Ballentine Partners
Massachusetts
$2.9M +$114K +1,622 +4%
MSE
792
MUFG Securities EMEA
United Kingdom
$2.88M -$9.9M -141,001 -77%
SJL
793
Shayne & Jacobs LLC
Tennessee
$2.88M – – –
JWCA
794
J.W. Cole Advisors
Florida
$2.86M +$123K +1,754 +4%
GIA
795
Gladstone Institutional Advisory
Florida
$2.86M +$441K +6,284 +18%
Capstone Investment Advisors
796
Capstone Investment Advisors
New York
$2.86M +$1.49M +21,276 +110%
PCIA
797
Prime Capital Investment Advisors
Kansas
$2.85M -$6.39K -91 -0.2%
CAG
798
Crestwood Advisors Group
Massachusetts
$2.83M +$229K +3,260 +9%
TW
799
Transform Wealth
Colorado
$2.82M -$13.2M -188,408 -82%
VFA
800
Voya Financial Advisors
Connecticut
$2.82M +$141K +2,007 +5%
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