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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 %
MW
1176
Marcum Wealth
Ohio
$1.08M -$71.2K -1,013 -6%
IAS
1177
Insigneo Advisory Services
Florida
$1.08M -$933K -13,285 -46%
JFL
1178
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.08M -$117K -1,659 -10%
SN
1179
Sittner & Nelson
Oregon
$1.08M -$28K -399 -3%
QP
1180
Quilter Plc
United Kingdom
$1.08M -$133K -1,890 -11%
SIC
1181
Salem Investment Counselors
North Carolina
$1.07M -$97.4K -1,386 -8%
SG
1182
StoneX Group
New York
$1.07M +$1.07M +15,226 New
NRD
1183
Nebula Research & Development
New York
$1.07M +$1.07M +15,209 New
HWAM
1184
Hennion & Walsh Asset Management
New Jersey
$1.07M +$274K +3,905 +35%
TNB
1185
Thomasville National Bank
Georgia
$1.06M -$59.1K -842 -5%
HCM
1186
Hutner Capital Management
Vermont
$1.06M +$70 +1 +0%
LGA
1187
Lebenthal Global Advisors
New York
$1.06M +$30.4K +433 +3%
KCM
1188
Kathmere Capital Management
Pennsylvania
$1.06M +$337K +4,802 +47%
BCA
1189
Bay Colony Advisors
Massachusetts
$1.06M +$38.4K +547 +4%
CIAS
1190
Capital Investment Advisory Services
North Carolina
$1.06M -$126K -1,792 -11%
WA
1191
WP Advisors
California
$1.06M +$5.55K +79 +0.5%
PCFFS
1192
Pacific Center for Financial Services
California
$1.05M -$2.74K -39 -0.3%
Financial Engines Advisors
1193
Financial Engines Advisors
California
$1.05M +$338K +4,811 +47%
JWM
1194
Jupiter Wealth Management
Colorado
$1.05M – – –
RWP
1195
Ridgecrest Wealth Partners
California
$1.05M -$3.51K -50 -0.3%
NB
1196
Nicolet Bankshares
Wisconsin
$1.05M +$54.1K +770 +5%
PL
1197
Plancorp LLC
Missouri
$1.05M +$88.8K +1,264 +9%
PWPS
1198
Pinnacle Wealth Planning Services
Ohio
$1.04M -$20.2K -288 -2%
BI
1199
Bradyco Inc
Massachusetts
$1.04M +$1.04M +5,692 New
NWM
1200
Northwest Wealth Management
Iowa
$1.04M +$30.3K +431 +3%
46 47
48
49 50