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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 %
NWAG
1101
Net Worth Advisory Group
Utah
$1.28M +$200K +2,846 +19%
PI
1102
PFG Investments
New York
$1.27M +$33.3K +474 +3%
BOC
1103
Barbara Oil Co
Illinois
$1.26M – – –
SAM
1104
Sompo Asset Management
Japan
$1.26M -$123K -1,750 -9%
PFA
1105
Pure Financial Advisors
California
$1.26M +$17.9K +255 +1%
OWP
1106
Obermeyer Wealth Partners
Colorado
$1.26M +$288K +4,104 +30%
WBWA
1107
William B. Walkup & Associates
South Carolina
$1.25M -$7.45K -106 -0.6%
ESB
1108
Essex Savings Bank
Connecticut
$1.25M -$59.3K -844 -5%
MFIM
1109
Mesirow Financial Investment Management
Illinois
$1.25M -$1.18M -16,733 -49%
FCCM
1110
First City Capital Management
Georgia
$1.24M +$79.4K +1,131 +7%
MPIA
1111
Mountain Pacific Investment Advisers
Idaho
$1.24M -$30.5K -434 -2%
WBG
1112
Wharton Business Group
Pennsylvania
$1.24M – – –
BCM
1113
Brookstone Capital Management
Illinois
$1.24M +$121K +1,726 +11%
AA
1114
Ancora Advisors
Ohio
$1.24M -$21.4K -304 -2%
HCMT
1115
Highland Capital Management (Tennessee)
Tennessee
$1.24M +$281 +4 +0%
PL
1116
Polianta Ltd
Jersey
$1.24M -$155K -2,200 -11%
EWA
1117
Exencial Wealth Advisors
Oklahoma
$1.23M -$48.1K -685 -4%
BP
1118
BBR Partners
New York
$1.23M +$11.4K +163 +0.9%
DG
1119
DMC Group
Alabama
$1.23M -$128K -1,823 -9%
JCM
1120
Jacobi Capital Management
Pennsylvania
$1.23M -$12.4K -177 -1%
AI
1121
Accredited Investors
Minnesota
$1.23M -$315K -4,484 -20%
JSW
1122
Journey Strategic Wealth
New Jersey
$1.22M +$4.36K +62 +0.4%
EP
1123
Edgestream Partners
New Jersey
$1.22M +$1.22M +17,354 New
DWM
1124
Dakota Wealth Management
Florida
$1.22M -$150K -2,136 -11%
HH
1125
Hilltop Holdings
Texas
$1.21M -$76.3K -1,086 -6%
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