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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 %
LWM
1026
LJI Wealth Management
Indiana
$1.5M -$83.2K -1,184 -5%
MC
1027
Martin & Co
Tennessee
$1.49M -$73.1K -1,041 -5%
GLLW
1028
Graves Light Lenhart Wealth
Virginia
$1.48M -$2.6K -37 -0.2%
CIA
1029
Citadel Investment Advisory
Ohio
$1.48M -$3.51K -50 -0.2%
CC
1030
Carlson Capital
Texas
$1.48M +$1.48M +21,000 New
LI
1031
Louisbourg Investments
New Brunswick, Canada
$1.47M – – –
JSL
1032
JT Stratford LLC
Georgia
$1.47M +$80.2K +1,142 +6%
PIC
1033
PCJ Investment Counsel
Ontario, Canada
$1.46M +$1.46M +20,850 New
RAG
1034
RIA Advisory Group
Iowa
$1.46M -$28.9K -411 -2%
ACM
1035
Aster Capital Management
United Arab Emirates
$1.46M -$3.55M -50,558 -71%
MSR
1036
Main Street Research
Connecticut
$1.46M +$4.36K +62 +0.3%
MG
1037
Mather Group
Illinois
$1.46M +$42.8K +610 +3%
FFBTD
1038
First Financial Bank - Trust Division
Ohio
$1.46M -$8.36K -119 -0.6%
WT
1039
Washington Trust
Rhode Island
$1.46M -$142K -2,028 -9%
MWM
1040
Modera Wealth Management
New Jersey
$1.44M +$179K +2,548 +14%
FRA
1041
Frank Rimerman Advisors
California
$1.44M +$31.5K +449 +2%
ST
1042
Sabal Trust
Florida
$1.44M +$675K +9,616 +88%
SWM
1043
Sendero Wealth Management
Texas
$1.44M -$82K -1,168 -5%
CI
1044
CX Institutional
Indiana
$1.44M +$85.8K +1,222 +6%
CTC
1045
Cetera Trust Company
Minnesota
$1.43M -$15.6K -222 -1%
PIM
1046
Penobscot Investment Management
Massachusetts
$1.43M – – –
TPWA
1047
TRUE Private Wealth Advisors
Oregon
$1.43M -$137K -1,951 -9%
LIA
1048
LS Investment Advisors
Michigan
$1.42M – – –
VBFP
1049
Valtinson Bruner Financial Planning
Minnesota
$1.42M +$113K +1,608 +9%
KIG
1050
Kennedy Investment Group
New Jersey
$1.41M -$22.8K -325 -2%
40 41
42
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