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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 %
CAM
901
Carret Asset Management
New York
$2.1M -$19.3K -275 -0.9%
FFS
902
Founders Financial Securities
Maryland
$2.09M +$1.19K +17 +0.1%
Fisher Asset Management
903
Fisher Asset Management
Washington
$2.09M +$348K +4,956 +20%
PAM
904
Peak Asset Management
Colorado
$2.09M -$8.08K -115 -0.4%
CPC
905
Congress Park Capital
New York
$2.09M +$2.09M +29,760 New
PP
906
Pacifica Partners
Canada
$2.09M -$34.4K -490 -2%
NL
907
NVWM LLC
Pennsylvania
$2.08M -$52.6K -749 -2%
SWM
908
Shelton Wealth Management
Texas
$2.08M +$1.41K +20 +0.1%
XWM
909
Xcel Wealth Management
Florida
$2.08M -$33.9K -482 -2%
MIM
910
Marco Investment Management
Georgia
$2.07M – – –
MGIA
911
Moneta Group Investment Advisors
Missouri
$2.07M -$161K -2,289 -7%
APC
912
Aspire Private Capital
North Carolina
$2.05M +$25.4K +362 +1%
AA
913
Argent Advisors
Louisiana
$2.03M -$20K -285 -1%
ACA
914
Aptus Capital Advisors
Alabama
$2.01M +$57.1K +813 +3%
BAAM
915
Baker Avenue Asset Management
California
$2.01M +$35.3K +502 +2%
HI
916
Harbour Investments
Wisconsin
$2.01M +$57.7K +821 +3%
MYIA
917
Mount Yale Investment Advisors
Colorado
$2.01M -$310K -4,415 -13%
NEWAS
918
N.E.W. Advisory Services
Wisconsin
$2M -$12.2K -174 -0.6%
RBI
919
Raiffeisen Bank International
Austria
$1.99M +$1.99M +28,297 New
RIL
920
Rothschild Investment LLC
Illinois
$1.99M +$19.7K +280 +1%
PB
921
Pinnacle Bancorp
Nebraska
$1.99M +$549K +7,822 +38%
MAM
922
Mystic Asset Management
Rhode Island
$1.99M -$49.9K -710 -2%
AWM
923
Aviso Wealth Management
Washington
$1.99M +$821K +11,683 +70%
BBP
924
Banco BTG Pactual
Brazil
$1.97M +$1.97M +28,111 New
NHC
925
Nicholas Hoffman & Company
Georgia
$1.97M +$16.2K +230 +0.8%
35 36
37
38 39