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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 %
BMA
1251
Brooks Moore & Associates
Tennessee
$947K -$52.7K -750 -5%
SFO
1252
Stokes Family Office
Louisiana
$946K +$946K +13,467 New
AIIMS
1253
Analyst IMS Investment Management Services
Israel
$944K – – –
WIS
1254
Wright Investors Service
Connecticut
$941K +$6.39K +91 +0.7%
EAM
1255
Empirical Asset Management
Massachusetts
$935K +$651K +43,650 +230%
DO
1256
denkapparat Operations
Germany
$934K +$934K +13,298 New
GC
1257
GFG Capital
Florida
$933K -$491K -6,996 -34%
EW
1258
Entruity Wealth
California
$932K +$932K +13,271 New
CWM
1259
C2C Wealth Management
Arizona
$931K +$28.1K +400 +3%
CA
1260
Carson Advisory
Georgia
$929K -$34.6K -492 -4%
GFA
1261
Gallagher Fiduciary Advisors
Illinois
$929K -$702 -10 -0.1%
CIG
1262
Cullen Investment Group
Louisiana
$928K -$6.95K -99 -0.7%
LCAM
1263
London & Capital Asset Management
United Kingdom
$928K -$465K -6,619 -33%
HBT
1264
Hills Bank & Trust
Iowa
$927K -$85.9K -1,223 -8%
SIA
1265
Sovereign Investment Advisors
Arizona
$926K +$926K +13,190 New
ECG
1266
Edge Capital Group
Georgia
$925K +$61.7K +879 +7%
WAM
1267
Weatherly Asset Management
California
$925K – – –
ANTB
1268
AMG National Trust Bank
Colorado
$924K -$58.7K -835 -6%
1SB
1269
1ST Source Bank
Indiana
$923K -$5.97K -85 -0.6%
RIA
1270
Richwood Investment Advisors
Ohio
$921K -$21.1K -300 -2%
GFP
1271
Gryphon Financial Partners
Ohio
$919K -$46.2K -658 -5%
FLI
1272
Family Legacy Inc
South Carolina
$916K – – –
LFCM
1273
Long Focus Capital Management
Puerto Rico
$913K -$6.32M -90,000 -87%
AF
1274
Apexium Financial
Texas
$909K -$2.58M -36,724 -74%
SWM
1275
Segment Wealth Management
Texas
$908K +$5.13K +73 +0.6%
49 50
51
52 53