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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 %
NRI
1326
NFP Retirement Inc
California
$820K -$1.97K -28 -0.2%
RCM
1327
RB Capital Management
Nevada
$819K +$29.1K +414 +4%
AC
1328
ASB Consultores
Florida
$817K -$27.3K -388 -3%
CCWM
1329
Correct Capital Wealth Management
Missouri
$813K -$3.23K -46 -0.4%
FRM
1330
Fox Run Management
Connecticut
$810K -$170K -2,426 -17%
IIA
1331
IPG Investment Advisors
California
$810K – – –
PL
1332
Perpetual Ltd
Australia
$809K -$25.1M -357,676 -97%
GLA
1333
Good Life Advisors
Pennsylvania
$807K -$21.8K -311 -3%
PWMAG
1334
Pinnacle Wealth Management Advisory Group
New Jersey
$806K -$37.6K -536 -4%
KTC
1335
Kentucky Trust Company
Kentucky
$806K +$806K +11,475 New
AIA
1336
AIMZ Investment Advisors
California
$806K -$5.83K -83 -0.7%
UFF
1337
USA Financial Formulas
Michigan
$805K +$805K +11,462 New
WCM
1338
Winthrop Capital Management
Indiana
$804K +$804K +11,419 New
KMWM
1339
Keudell/Morrison Wealth Management
Oregon
$803K -$19.5K -278 -2%
HWA
1340
HCR Wealth Advisors
California
$801K +$632 +9 +0.1%
CC
1341
Centiva Capital
New York
$801K -$11.2M -160,027 -93%
SAI
1342
Savvy Advisors Inc
New York
$800K +$63.1K +898 +9%
CCA
1343
Childress Capital Advisors
Texas
$796K -$36.7K -522 -4%
AHL
1344
Abel Hall LLC
Louisiana
$795K +$29.3K +417 +4%
NIA
1345
NBZ Investment Advisors
Tennessee
$795K +$795K +11,318 New
VCAM
1346
Van Cleef Asset Management
Ohio
$795K +$70 +1 +0%
RWA
1347
River Wealth Advisors
Pennsylvania
$794K -$4.29K -61 -0.5%
SC
1348
Sepio Capital
Utah
$793K -$27.5K -392 -3%
TFO
1349
Tarbox Family Office
California
$790K -$7.52K -107 -0.9%
FFM
1350
Flagstone Financial Management
Nebraska
$790K -$6.53K -93 -0.8%
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