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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 %
MIM
1201
MTM Investment Management
South Carolina
$1.04M +$351 +5 +0%
HT
1202
Heritage Trust
Oklahoma
$1.04M +$1.04M +14,756 New
NSIM
1203
North Star Investment Management
Illinois
$1.04M -$7.02K -100 -0.7%
GH
1204
GAM Holding
Switzerland
$1.03M +$1.03M +14,725 New
CCM
1205
CAAS Capital Management
New York
$1.03M +$1.03M +14,619 New
KIA
1206
Knollwood Investment Advisory
Maryland
$1.02M – – –
BW
1207
Bison Wealth
Georgia
$1.02M -$1.72M -24,506 -63%
IPW
1208
Impact Partnership Wealth
Georgia
$1.02M -$203K -2,886 -17%
CRI
1209
Colonial River Investments
Virginia
$1.02M +$51.3K +730 +5%
IC
1210
Iconiq Capital
California
$1.02M +$495K +7,049 +94%
SAG
1211
SageView Advisory Group
California
$1.01M +$255K +3,626 +34%
CIA
1212
Cascade Investment Advisors
Oregon
$1.01M -$47.8K -680 -5%
LPAM
1213
Lodestar Private Asset Management
California
$1.01M -$128K -1,824 -11%
FMLI
1214
Fukoku Mutual Life Insurance
Japan
$1M +$49.8K +709 +5%
VPP
1215
Vertex Planning Partners
Illinois
$1M +$41.9K +596 +4%
CA
1216
Claro Advisors
Massachusetts
$1M -$129K -1,838 -11%
WPW
1217
Waldron Private Wealth
Pennsylvania
$1M +$17.8K +254 +2%
SAM
1218
Silphium Asset Management
United Kingdom
$998K +$998K +14,208 New
TFA
1219
Tranquilli Financial Advisor
New Jersey
$998K -$100K -1,427 -9%
GI
1220
Gradient Investments
Minnesota
$994K -$6.81K -97 -0.7%
CCM
1221
Cohen Capital Management
California
$994K – – –
FNBSF
1222
First National Bank Sioux Falls
South Dakota
$993K – – –
CLA
1223
Carnegie Lake Advisors
New Jersey
$985K -$52.7K -750 -5%
LF
1224
LifeSteps Financial
California
$984K -$27.8K -396 -3%
BFA
1225
Bragg Financial Advisors
North Carolina
$984K +$68.1K +969 +7%
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