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 %
BCI
926
Blue Capital Inc
Nebraska
$1.97M +$1.97M +28,003 New
CI
927
Conning Inc
Connecticut
$1.96M -$175K -2,498 -8%
PFM
928
Potomac Fund Management
Florida
$1.96M +$1.96M +27,875 New
OWA
929
One Wealth Advisors
California
$1.95M +$177K +2,515 +10%
MOS
930
MGO One Seven
Ohio
$1.94M -$85.8K -1,221 -4%
LAM
931
Lummis Asset Management
Texas
$1.94M -$36.2K -515 -2%
AC
932
Apella Capital
Connecticut
$1.93M -$1.62K -23 -0.1%
GS
933
GTS Securities
New York
$1.91M -$7.59M -108,017 -80%
FMC
934
First Merchants Corp
Indiana
$1.91M +$7.52K +107 +0.4%
ECM
935
Evergreen Capital Management
Washington
$1.91M +$18.5K +263 +1%
GAG
936
GM Advisory Group
New York
$1.91M +$703K +10,002 +58%
NCM
937
Northside Capital Management
Oregon
$1.91M – – –
VF
938
Virtu Financial
New York
$1.89M +$1.89M +26,930 New
WTC
939
WhitTier Trust Company
Nevada
$1.89M -$12.9K -184 -0.7%
USCWA
940
U.S. Capital Wealth Advisors
Texas
$1.89M +$21.4K +304 +1%
ICM
941
Islay Capital Management
Texas
$1.87M +$85.4K +1,216 +5%
EHC
942
Everett Harris & Co
California
$1.87M -$12.5K -178 -0.7%
HAM
943
Hedges Asset Management
Nevada
$1.86M -$534K -7,600 -22%
SLFPAM
944
St. Louis Financial Planners Asset Management
Missouri
$1.86M +$1.86M +26,413 New
CCG
945
Coastwise Capital Group
California
$1.85M -$2.46K -35 -0.1%
OFS
946
OneAscent Financial Services
Alabama
$1.85M +$448K +6,376 +32%
RMC
947
Resources Management Corp
Connecticut
$1.84M -$16.9K -240 -0.9%
MA
948
Mutual Advisors
Nebraska
$1.84M +$396K +5,217 +27%
PTC
949
Private Trust Company
Ohio
$1.83M +$86K +1,224 +5%
WKWM
950
Walter & Keenan Wealth Management
Indiana
$1.83M +$6.53K +93 +0.4%
36 37
38
39 40