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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 %
IWM
1151
IHT Wealth Management
Illinois
$1.14M -$437K -6,228 -28%
XF
1152
XML Financial
Maryland
$1.14M -$172K -2,444 -13%
BF
1153
Brucke Financial
Indiana
$1.14M +$1.14M +14,429 New
LFA
1154
Legacy Financial Advisors
Kentucky
$1.13M +$239K +3,398 +27%
CFGS
1155
Concourse Financial Group Securities
Alabama
$1.13M +$246K +3,174 +28%
LAM
1156
Lingohr Asset Management
Germany
$1.13M +$1.13M +16,081 New
CWS
1157
Cypress Wealth Services
California
$1.12M +$13.3K +189 +1%
HCP
1158
Hexagon Capital Partners
Arkansas
$1.12M -$106K -1,515 -9%
LI
1159
Lafayette Investments
Maryland
$1.12M – – –
CWM
1160
Cornerstone Wealth Management
Missouri
$1.12M +$17.9K +255 +2%
SWM
1161
Spire Wealth Management
Virginia
$1.12M -$52.8K -752 -5%
CA
1162
Continuum Advisory
Idaho
$1.12M +$27.5K +392 +3%
IVP
1163
Intrinsic Value Partners
Arizona
$1.11M -$17.6K -250 -2%
SIM
1164
Studio Investment Management
Illinois
$1.11M +$5.83K +83 +0.5%
SIM
1165
Sterling Investment Management
Arizona
$1.11M -$14.1K -201 -1%
EA
1166
Eclectic Associates
California
$1.11M +$24.5K +349 +2%
MMHP
1167
Murphy Middleton Hinkle & Parker
Georgia
$1.11M -$133K -1,893 -11%
CMTU
1168
Capital Markets Trading (UK)
United Kingdom
$1.11M -$1.68M -23,882 -60%
VF
1169
Vest Financial
Virginia
$1.1M +$64.3K +916 +6%
HBT
1170
Heartland Bank & Trust
Illinois
$1.1M -$35.5K -505 -3%
PWP
1171
Principle Wealth Partners
Connecticut
$1.1M – – –
LF
1172
Lantz Financial
Illinois
$1.09M -$13.1K -187 -1%
MIFH
1173
Migdal Insurance & Financial Holdings
Israel
$1.09M +$219K +3,111 +25%
BCFD
1174
Boit C.F. David
$1.09M – – –
EB
1175
Eastern Bank
Massachusetts
$1.08M +$101K +1,431 +10%
45 46
47
48 49