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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 %
WCM
1001
Winebrenner Capital Management
Kentucky
$1.59M +$1.59M +22,566 New
SIA
1002
Schechter Investment Advisors
Michigan
$1.58M -$60.6K -863 -4%
JIP
1003
Jaffetilchin Investment Partners
Florida
$1.58M +$10.1K +144 +0.6%
OCM
1004
One Capital Management
California
$1.58M – – –
WAM
1005
Weiss Asset Management
Massachusetts
$1.58M -$11.4M -162,576 -88%
FWA
1006
FOCUS Wealth Advisors
Texas
$1.57M +$1.57M +22,310 New
GM
1007
GeoWealth Management
Illinois
$1.57M +$298K +4,243 +23%
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$1.57M -$3.86K -55 -0.2%
CSC
1009
Cove Street Capital
California
$1.56M – – –
PW
1010
Potentia Wealth
California
$1.55M +$1.55M +22,112 New
AWA
1011
Arkadios Wealth Advisors
Georgia
$1.55M +$162K +2,310 +12%
FCM
1012
Fieldview Capital Management
Michigan
$1.55M +$1.55M +22,097 New
CCM
1013
Collar Capital Management
Wisconsin
$1.55M +$1.55M +22,085 New
AL
1014
Aspiriant LLC
California
$1.55M -$167K -2,379 -10%
BCWM
1015
Bartlett & Co Wealth Management
Ohio
$1.55M -$58K -826 -4%
MAMU
1016
Myriad Asset Management US
Florida
$1.55M +$1.55M +21,997 New
CCB
1017
Country Club Bank
Missouri
$1.54M +$5.49K +78 +0.4%
TAM
1018
Tealwood Asset Management
Minnesota
$1.53M -$153K -2,174 -9%
PK
1019
Pflug Koory
Nebraska
$1.53M -$1.41K -20 -0.1%
FA
1020
Fiduciary Alliance
South Carolina
$1.52M +$1.52M +21,667 New
SWM
1021
SeaCrest Wealth Management
New York
$1.52M +$232K +3,305 +18%
WG
1022
Welch Group
Alabama
$1.52M +$13K +185 +0.9%
EWA
1023
EverSource Wealth Advisors
Alabama
$1.52M +$60.1K +855 +4%
GSWM
1024
Greenup Street Wealth Management
Michigan
$1.51M +$1.51M +21,517 New
CCG
1025
Ceeto Capital Group
Florida
$1.51M – – –
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