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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 %
CF
826
Centaurus Financial
California
$2.61M -$10.7K -153 -0.4%
SCI
827
Stableford Capital II
Arizona
$2.61M -$34.8K -496 -1%
EWM
828
Evercore Wealth Management
New York
$2.6M -$14.7K -209 -0.6%
RA
829
RFG Advisory
Alabama
$2.59M +$811K +11,549 +45%
QI
830
QV Investors
Alberta, Canada
$2.59M -$50.6K -720 -2%
AGWCA
831
Annis Gardner Whiting Capital Advisors
Florida
$2.59M -$87.4K -1,245 -3%
AMM
832
American Money Management
California
$2.58M +$146K +2,080 +6%
WB
833
WesBanco Bank
West Virginia
$2.54M -$46.6K -663 -2%
ACI
834
Alpha Cubed Investments
California
$2.54M -$14.4K -205 -0.6%
FCP
835
Fidelis Capital Partners
Florida
$2.54M +$623K +7,979 +33%
AF
836
Ally Financial
Michigan
$2.53M +$421K +6,000 +20%
KWS
837
Keystone Wealth Services
California
$2.53M -$70 -1 -0%
FCBT
838
First Citizens Bank & Trust
North Carolina
$2.52M -$149K -2,123 -6%
LS
839
Livforsakringsbolaget Skandia
Sweden
$2.51M +$2.51M +35,722 New
LGF
840
LGT Group Foundation
Liechtenstein
$2.5M -$1.42M -20,153 -36%
KOC
841
Koss-Olinger Consulting
Florida
$2.5M -$270K -3,849 -10%
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.5M -$947K -12,015 -28%
TBA
843
Tower Bridge Advisors
Pennsylvania
$2.49M -$84.3K -1,200 -3%
MAM
844
Marotta Asset Management
Virginia
$2.47M – – –
RHAM
845
Round Hill Asset Management
California
$2.47M -$323K -4,600 -12%
MMA
846
Miracle Mile Advisors
California
$2.47M +$982K +13,981 +66%
TSWM
847
Triangle Securities Wealth Management
North Carolina
$2.46M -$44.3K -630 -2%
IWM
848
Iams Wealth Management
Nebraska
$2.46M -$11.5K -164 -0.5%
DT
849
Diversified Trust
Tennessee
$2.42M +$712K +10,133 +42%
LKIM
850
Lawson Kroeker Investment Management
Nebraska
$2.41M -$1.77M -25,156 -42%
32 33
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