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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 %
ET
976
Equitable Trust
Tennessee
$1.68M +$298K +4,242 +22%
SIA
977
Soltis Investment Advisors
Utah
$1.68M +$61.5K +875 +4%
FG
978
Fiduciary Group
Georgia
$1.67M -$131K -1,858 -7%
AWA
979
Arete Wealth Advisors
Illinois
$1.67M +$1.22M +17,712 +272%
HIC
980
Holderness Investments Company
North Carolina
$1.67M -$127K -1,802 -7%
FHA
981
First Horizon Advisors
Tennessee
$1.66M -$40.1K -571 -2%
WANY
982
Wealthspire Advisors (New York)
New York
$1.66M +$176K +2,507 +12%
FDP
983
Financiere des Professionnels
Quebec, Canada
$1.66M +$1.66M +23,575 New
HCP
984
Hardin Capital Partners
South Carolina
$1.65M -$9.87K -99 -0.6%
SS
985
Sunbelt Securities
Texas
$1.65M -$29.2K -415 -2%
IAN
986
Integrated Advisors Network
Texas
$1.65M -$434K -6,178 -21%
BIG
987
Brooklyn Investment Group
New York
$1.63M +$73.8K +1,051 +5%
XT
988
XTX Topco
Cayman Islands
$1.63M +$1.63M +23,233 New
BFIM
989
Beese Fulmer Investment Management
Ohio
$1.63M -$41.7K -593 -2%
LIM
990
Leavell Investment Management
Alabama
$1.62M +$126K +1,790 +8%
PPWP
991
Premier Path Wealth Partners
New Jersey
$1.62M -$1.46M -20,835 -47%
CNBTD
992
Citizens National Bank Trust Department
Mississippi
$1.62M -$105K -1,500 -6%
HFM
993
Hartford Funds Management
Pennsylvania
$1.62M +$146K +2,082 +10%
LFAS
994
Level Four Advisory Services
Texas
$1.61M +$19K +271 +1%
HSA
995
HBK Sorce Advisory
Pennsylvania
$1.61M +$211K +3,002 +15%
VVP
996
Venture Visionary Partners
Ohio
$1.61M -$240K -3,418 -13%
BMM
997
Buffington Mohr McNeal
Idaho
$1.6M – – –
EWM
998
Empirical Wealth Management
Washington
$1.6M +$88K +1,253 +6%
TCOT
999
Trust Company of Toledo
Ohio
$1.6M -$74.3K -1,058 -4%
RPC
1000
Rossmore Private Capital
Connecticut
$1.59M – – –
38 39
40
41 42