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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 %
WBCM
1276
Wilson & Boucher Capital Management
California
$906K – – –
HFO
1277
Heritage Family Offices
Arizona
$904K +$1.26K +18 +0.1%
LWM
1278
Liberty Wealth Management
California
$903K -$3.02K -43 -0.3%
I
1279
InceptionR
California
$902K +$458K +6,515 +103%
FMWA
1280
Forvis Mazars Wealth Advisors
Missouri
$900K -$12.6K -179 -1%
WA1
1281
Wimmer Associates 1
California
$899K – – –
IWA
1282
IVC Wealth Advisors
Pennsylvania
$898K -$9.55K -136 -1%
AF
1283
Advisornet Financial
Minnesota
$895K -$407K -5,795 -31%
RCWM
1284
Royal Capital Wealth Management
Indiana
$892K +$235K +3,348 +36%
CRC
1285
Curi RMB Capital
Illinois
$891K -$6.6K -94 -0.7%
NSAM
1286
North Star Asset Management
Wisconsin
$889K – – –
PCM
1287
Penserra Capital Management
California
$889K +$554K +7,893 +165%
QC
1288
Quent Capital
New York
$886K +$3.51K +50 +0.4%
LCWP
1289
Legacy Capital Wealth Partners
Arkansas
$885K +$1.05K +15 +0.1%
BCM
1290
Becker Capital Management
Oregon
$880K -$381K -5,430 -30%
WP
1291
Wealthspan Partners
Iowa
$879K -$102K -1,455 -10%
ISL
1292
Ingalls & Snyder LLC
New York
$879K -$22.5K -320 -2%
SIA
1293
Strategic Investment Advisors
Michigan
$878K -$93.1K -1,325 -10%
MIM
1294
Morningstar Investment Management
Illinois
$877K -$2.68M -38,162 -75%
SM
1295
Sciencast Management
New Jersey
$876K -$2.63M -37,510 -75%
PCM
1296
Pointe Capital Management
Michigan
$875K +$11.5K +164 +1%
AA
1297
ALPS Advisors
Colorado
$874K -$9.97K -142 -1%
Members Trust
1298
Members Trust
Florida
$873K +$70 +1 +0%
MIA
1299
MeadowBrook Investment Advisors
Michigan
$873K -$32.7K -465 -4%
PCM
1300
Prelude Capital Management
New York
$872K -$88.5K -1,260 -9%
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