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 %
CI
851
Cigna Investments
Connecticut
$2.41M -$125K -1,778 -5%
JG
852
Jain Global
New York
$2.41M +$2.41M +34,247 New
SAM
853
Shell Asset Management
Netherlands
$2.4M -$126K -1,800 -5%
MIM
854
Miller Investment Management
Pennsylvania
$2.39M – – –
SBIA
855
Sheaff Brock Investment Advisors
Indiana
$2.39M +$865K +12,319 +57%
GW
856
Griffith & Werner
Georgia
$2.38M +$2.38M +33,847 New
SCM
857
Schnieders Capital Management
California
$2.36M -$65K -925 -3%
ZIC
858
ZWJ Investment Counsel
Georgia
$2.36M +$41.5K +591 +2%
NRS
859
Neville Rodie & Shaw
New York
$2.35M +$690K +9,819 +42%
WAM
860
Worth Asset Management
Texas
$2.33M +$2.33M +33,123 New
YIA
861
YHB Investment Advisors
Connecticut
$2.32M -$117K -1,665 -5%
RF
862
Roxbury Financial
New Jersey
$2.32M +$2.32M +30,469 New
NAS
863
Nicolet Advisory Services
Wisconsin
$2.32M +$43.9K +627 +2%
GSEP
864
Golden State Equity Partners
California
$2.31M +$2.29M +32,538 +8,723%
CPIG
865
Chicago Partners Investment Group
Illinois
$2.29M +$22.1K +309 +1%
OCBCO
866
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.29M +$756K +10,691 +49%
BSI
867
Bennett Selby Investments
Maine
$2.29M +$211 +3 +0%
MWM
868
Massachusetts Wealth Management
Massachusetts
$2.28M +$86K +1,225 +4%
WI
869
WrapManager Inc
California
$2.28M -$102K -1,453 -4%
GC
870
Grimes & Company
Massachusetts
$2.27M +$49.2K +700 +2%
RCAG
871
Rehmann Capital Advisory Group
Michigan
$2.27M +$105K +1,495 +5%
SACTSONJ
872
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.26M – – –
MAWCM
873
Mine & Arao Wealth Creation & Management
California
$2.26M -$15.2K -216 -0.7%
BTI
874
Blue Trust Inc
Georgia
$2.26M -$979K -13,935 -30%
AA
875
AF Advisors
California
$2.25M – – –
33 34
35
36 37