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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 %
PMG
1351
Private Management Group
California
$788K -$87.3K -1,243 -10%
CH
1352
Cromwell Holdings
Wyoming
$785K – – –
PWW
1353
Pettyjohn Wood & White
Virginia
$783K +$70 +1 +0%
WG
1354
Winton Group
United Kingdom
$782K +$341K +4,859 +77%
MWM
1355
Modern Wealth Management
Kansas
$782K +$296K +4,210 +61%
DBIA
1356
Dumont & Blake Investment Advisors
New Jersey
$780K +$3.09K +44 +0.4%
ZIG
1357
Zuckerman Investment Group
Illinois
$779K -$32.4K -415 -4%
JWA
1358
JFS Wealth Advisors
Pennsylvania
$778K -$13.1K -186 -2%
1C
1359
111 Capital
France
$776K +$776K +11,054 New
PA
1360
PFW Advisors
Georgia
$775K +$775K +11,032 New
CCM
1361
Carlson Capital Management
Minnesota
$774K +$26K +370 +3%
JFA
1362
JNBA Financial Advisors
Minnesota
$774K -$104K -1,477 -12%
AA
1363
Alta Advisers
United Kingdom
$773K +$77.8K +1,107 +11%
AWAU
1364
Alliance Wealth Advisors (Utah)
Utah
$771K -$14.7K -209 -2%
BIP
1365
Blueprint Investment Partners
North Carolina
$768K +$420K +5,978 +121%
CFP
1366
Catalyst Financial Partners
Massachusetts
$766K +$43.6K +620 +6%
CIC
1367
Crawford Investment Counsel
Georgia
$764K +$41.7K +594 +6%
KA
1368
Kovack Advisors
Florida
$763K -$8.36K -119 -1%
LCM
1369
Leisure Capital Management
California
$761K – – –
CA
1370
Cumberland Advisors
Florida
$759K -$35.1K -500 -4%
MBTD
1371
Mechanics Bank - Trust Department
California
$755K -$49.9K -710 -6%
WA
1372
Wealth Alliance
New York
$751K -$36K -513 -5%
Capital Fund Management (CFM)
1373
Capital Fund Management (CFM)
France
$751K -$84.1M -1,197,825 -99%
NFTC
1374
North Forty Two & Co
Oregon
$750K +$750K +10,680 New
CCG
1375
Catalina Capital Group
California
$749K +$55K +783 +8%
53 54
55
56 57