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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 %
CIC
951
Carnegie Investment Counsel
Ohio
$1.82M +$422K +6,008 +30%
HCM
952
Howard Capital Management
Georgia
$1.82M +$81.1K +1,154 +5%
LSAG
953
Lake Street Advisors Group
New Hampshire
$1.8M +$99K +1,409 +6%
IIC
954
Integrated Investment Consultants
Michigan
$1.8M +$1.21M +17,241 +207%
JWM
955
Jeppson Wealth Management
California
$1.79M -$43.9K -625 -2%
VIM
956
Vista Investment Management
Pennsylvania
$1.79M -$180K -2,559 -9%
GC
957
Gilbert & Cook
Iowa
$1.78M +$704K +10,025 +65%
CWM
958
Chemistry Wealth Management
New York
$1.78M +$19K +270 +1%
DWM
959
Drive Wealth Management
Utah
$1.75M +$57.8K +823 +3%
FPWM
960
FSB Premier Wealth Management
Iowa
$1.75M -$51.8K -738 -3%
CC
961
Cadinha & Co
Hawaii
$1.75M +$26.8K +382 +2%
LCOV
962
London Company of Virginia
Virginia
$1.75M – – –
FIA
963
Foundations Investment Advisors
Arizona
$1.75M +$239K +3,398 +16%
CCIA
964
Campbell & Co Investment Adviser
Maryland
$1.74M +$513K +7,309 +42%
DWM
965
Dynasty Wealth Management
Florida
$1.73M -$157K -2,232 -8%
DTC
966
Davidson Trust Company
Washington
$1.71M +$6.81K +97 +0.4%
LWANC
967
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.71M -$4.07K -58 -0.2%
MIC
968
Meridian Investment Counsel
California
$1.71M -$147K -2,086 -8%
TFA
969
Trinity Financial Advisors
Ohio
$1.7M -$4.56K -65 -0.3%
SAM
970
Silvercrest Asset Management
New York
$1.69M +$60.5K +862 +4%
SF
971
Summit Financial
New Jersey
$1.69M +$89.6K +1,275 +6%
IA
972
Insight Advisors
Pennsylvania
$1.69M -$4.65K -66 -0.3%
SAM
973
Smartleaf Asset Management
Massachusetts
$1.68M +$414K +5,878 +33%
SFG
974
Sather Financial Group
Texas
$1.68M +$1.02M +14,532 +154%
FSA
975
Fort Sheridan Advisors
Illinois
$1.68M -$54.4K -775 -3%
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