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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 %
ACM
1226
Aljian Capital Management
Nevada
$982K +$345K +4,913 +54%
PAP
1227
Persistent Asset Partners
Hong Kong
$979K +$979K +12,428 New
AIM
1228
Aigen Investment Management
New York
$979K +$258K +3,671 +36%
CW
1229
CreativeOne Wealth
Kansas
$976K +$299K +4,255 +44%
LA
1230
Legacy Advisors
Pennsylvania
$976K -$6.88K -98 -0.7%
FFA
1231
Fragasso Financial Advisors
Pennsylvania
$975K -$9.27K -132 -0.9%
KJWM
1232
Kiley Juergens Wealth Management
Washington
$974K -$11K -156 -1%
SWM
1233
Shakespeare Wealth Management
Wisconsin
$972K +$9.13K +130 +0.9%
PAMG
1234
Patton Albertson Miller Group
Tennessee
$969K – – –
PNC
1235
Park National Corp
Ohio
$968K +$3.72K +53 +0.4%
SQA
1236
Simon Quick Advisors
New Jersey
$967K +$150K +2,138 +18%
DC
1237
Diametric Capital
Massachusetts
$966K -$473K -6,739 -33%
CIA
1238
Cladis Investment Advisory
Montana
$964K -$6.95K -99 -0.7%
HWP
1239
Highline Wealth Partners
California
$959K +$12.5K +178 +1%
HNB
1240
Hilltop National Bank
Wyoming
$959K -$63.6K -906 -6%
WAG
1241
Wallace Advisory Group
California
$957K -$62.4K -1,104 -6%
NCM
1242
Neumann Capital Management
California
$957K – – –
CPA
1243
Cardiff Park Advisors
California
$953K +$983 +14 +0.1%
ASC
1244
Atalanta Sosnoff Capital
New York
$952K +$290K +4,124 +44%
Legacy Financial Group (Iowa)
1245
Legacy Financial Group (Iowa)
Iowa
$951K -$38.7K -551 -4%
TCM
1246
Telos Capital Management
California
$951K -$154K -2,190 -14%
CWP
1247
Cyndeo Wealth Partners
Florida
$950K -$7.45K -106 -0.8%
BTW
1248
Boston Trust Walden
Massachusetts
$949K – – –
KCM
1249
Kanawha Capital Management
Virginia
$949K -$58.7K -835 -6%
AIM
1250
Anchor Investment Management
South Carolina
$949K -$168K -2,396 -15%
48 49
50
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