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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 %
MMPW
1051
Mitchell McLeod Pugh & Williams
Alabama
$1.41M +$52.5K +747 +4%
SWP
1052
Sagespring Wealth Partners
Tennessee
$1.41M +$1.41M +20,039 New
HA
1053
Harbor Advisors
Florida
$1.4M – – –
SAM
1054
Synergy Asset Management
Washington
$1.4M – – –
SRC
1055
Sage Rhino Capital
California
$1.4M -$25.9K -369 -2%
CC
1056
Courier Capital
New York
$1.39M -$38.6K -549 -3%
MCM
1057
Mainstay Capital Management
Michigan
$1.39M +$329K +4,680 +31%
LC
1058
Lindbrook Capital
California
$1.39M -$84.7K -1,206 -6%
JF
1059
Jump Financial
Illinois
$1.39M -$119K -1,689 -8%
GA
1060
Guerra Advisors
Florida
$1.38M +$1.38M +19,639 New
AWA
1061
Aaron Wealth Advisors
Illinois
$1.38M +$131K +1,862 +10%
1IA
1062
1834 Investment Advisors
Wisconsin
$1.38M -$163K -2,318 -11%
IAMOG
1063
Investors Asset Management of Georgia
Georgia
$1.37M -$6.53K -93 -0.5%
FBT
1064
First Bank & Trust
South Dakota
$1.37M -$11.7K -166 -0.8%
AIA
1065
Affinity Investment Advisors
California
$1.36M -$17.8K -253 -1%
FB
1066
Fulton Bank
Pennsylvania
$1.36M -$206K -2,936 -13%
EM
1067
Excalibur Management
Massachusetts
$1.36M -$26.1K -372 -2%
MEAC
1068
M.E. Allison & Co
Texas
$1.36M +$1.36M +19,384 New
SW
1069
Simplicity Wealth
New Jersey
$1.36M -$1.47M -20,870 -52%
KA
1070
Kerrisdale Advisers
Florida
$1.36M -$587K -8,350 -30%
RWP
1071
RWA Wealth Partners
Massachusetts
$1.35M +$100K +1,427 +8%
CC
1072
Chicago Capital
Illinois
$1.35M – – –
LCM
1073
Lazari Capital Management
California
$1.35M -$108K -1,539 -7%
FNT
1074
First National Trust
Pennsylvania
$1.34M -$10K -143 -0.7%
CGL
1075
Clarius Group LLC
Washington
$1.34M -$10.3K -147 -0.8%
41 42
43
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