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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 %
SC
1076
Syon Capital
California
$1.34M +$17.3K +246 +1%
HFM
1077
Harvest Fund Management
China
$1.34M +$1.33M +18,934 +28,260%
BBA
1078
BLB&B Advisors
Pennsylvania
$1.33M -$84.8K -1,207 -6%
GCM
1079
Gladius Capital Management
Illinois
$1.33M +$143K +2,034 +12%
LA
1080
LexAurum Advisors
Kansas
$1.33M +$31.6K +450 +2%
EFS
1081
Essex Financial Services
Connecticut
$1.33M -$4.78K -68 -0.4%
MPAM
1082
Murphy Pohlad Asset Management
Minnesota
$1.32M -$70.2K -1,000 -5%
Walleye Trading
1083
Walleye Trading
New York
$1.31M +$1.31M +18,604 New
BAG
1084
Bridgewealth Advisory Group
California
$1.3M +$688K +8,729 +112%
EFG
1085
Everhart Financial Group
Ohio
$1.3M +$133K +1,897 +11%
SL
1086
Sentry LLC
Tennessee
$1.3M -$7.59K -108 -0.6%
FCI
1087
Financial Counselors Inc
Kansas
$1.3M -$34.5K -491 -3%
KFSC
1088
Keystone Financial Services (Colorado)
Colorado
$1.3M -$56.8K -808 -4%
AC
1089
Annandale Capital
Texas
$1.3M +$491 +7 +0%
AAS
1090
Ameritas Advisory Services
Nebraska
$1.3M -$34.8K -496 -3%
KWA
1091
Kingswood Wealth Advisors
California
$1.29M -$2.31M -32,840 -64%
RL
1092
Retireful LLC
Michigan
$1.29M +$1.29M +18,376 New
WTB
1093
Washington Trust Bank
Washington
$1.29M +$184K +2,622 +17%
SMA
1094
Sage Mountain Advisors
Georgia
$1.29M +$153K +2,183 +14%
RPCONE
1095
Retirement Planning Company of New England
Rhode Island
$1.28M -$27.4K -390 -2%
PMA
1096
Prudent Man Advisors
Illinois
$1.28M -$160K -2,280 -11%
GVAG
1097
Great Valley Advisor Group
Delaware
$1.28M -$350K -4,978 -21%
MCM
1098
MV Capital Management
Maryland
$1.28M +$24.9K +355 +2%
GL
1099
Graypoint LLC
New York
$1.28M +$131K +1,860 +11%
DWA
1100
Delap Wealth Advisory
Oregon
$1.28M -$13.2K -188 -1%
42 43
44
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