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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 %
SCTC
1126
Sanibel Captiva Trust Company
Florida
$1.21M +$202K +2,881 +20%
BCG
1127
Breakwater Capital Group
New Jersey
$1.21M -$15.2K -217 -1%
WBC
1128
West Branch Capital
Massachusetts
$1.21M +$420K +5,979 +53%
GIM
1129
Generali Investments Management
Slovenia
$1.21M +$1.21M +17,156 New
DAS
1130
Diversify Advisory Services
Utah
$1.2M -$711K -10,156 -37%
GPA
1131
Garrison Point Advisors
California
$1.2M – – –
DI
1132
Diligent Investors
California
$1.19M -$76.3K -1,086 -6%
BCM
1133
Boltwood Capital Management
California
$1.19M +$12.3K +175 +1%
VWM
1134
Vivid Wealth Management
Iowa
$1.19M +$22.8K +325 +2%
CRWM
1135
Castle Rock Wealth Management
California
$1.19M -$463K -5,793 -28%
SC
1136
Sawyer & Company
Massachusetts
$1.18M -$111K -1,584 -9%
CUAMC
1137
China Universal Asset Management Company
China
$1.18M +$304K +4,324 +35%
MLM
1138
Mount Lucas Management
Pennsylvania
$1.18M -$67.2K -957 -5%
CA
1139
CWC Advisors
Oregon
$1.18M +$25.6K +365 +2%
KC
1140
Knuff & Co
California
$1.17M – – –
GIP
1141
Greatmark Investment Partners
Georgia
$1.17M -$114K -1,625 -9%
LI
1142
LMCG Investments
Massachusetts
$1.17M -$1.9K -27 -0.2%
PAM
1143
Palisade Asset Management
Minnesota
$1.17M +$19.4K +276 +2%
PWA
1144
Providence Wealth Advisors
Illinois
$1.16M +$8.39K +116 +0.7%
CAG
1145
Csenge Advisory Group
Florida
$1.16M -$218K -3,101 -16%
LD
1146
Lipe & Dalton
New York
$1.16M – – –
DWA
1147
Douglass Winthrop Advisors
New York
$1.15M – – –
FDS
1148
First Dallas Securities
Texas
$1.15M +$620K +8,825 +117%
BB
1149
Busey Bank
Illinois
$1.15M -$119K -1,697 -9%
RCM
1150
Raleigh Capital Management
North Carolina
$1.14M +$403K +5,734 +54%
44 45
46
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