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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 %
LRPA
1376
L. Roy Papp & Associates
Arizona
$747K -$301K -4,281 -29%
FTUS
1377
Flow Traders U.S.
New York
$747K +$747K +10,641 New
DLA
1378
Douglas Lane & Associates
New York
$747K -$53.2K -757 -7%
HTI
1379
Hikari Tsushin Inc
Japan
$747K – – –
WIM
1380
WealthPlan Investment Management
Nebraska
$745K +$110K +1,572 +17%
LWP
1381
LMG Wealth Partners
Louisiana
$743K +$3.09K +44 +0.4%
PPP
1382
Private Portfolio Partners
New Jersey
$742K +$351 +5 +0%
CBA
1383
Coastal Bridge Advisors
Connecticut
$741K – – –
AW
1384
Atlas Wealth
Ohio
$739K +$739K +10,523 New
WFI
1385
West Family Investments
California
$738K -$10.3K -147 -1%
KP
1386
Keel Point
Alabama
$736K +$153K +2,172 +26%
DFG
1387
Delta Financial Group
New Jersey
$735K +$735K +10,468 New
AWAP
1388
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$734K -$3.93K -56 -0.5%
AM
1389
AGF Management
Ontario, Canada
$732K +$732K +10,420 New
OLA
1390
Oliver Luxxe Assets
New Jersey
$732K +$359K +5,672 +96%
OPCM
1391
Osborne Partners Capital Management
California
$731K -$7.02K -100 -1%
MBT
1392
Montecito Bank & Trust
California
$728K -$9.48K -135 -1%
TCM
1393
Tributary Capital Management
Nebraska
$727K -$31.6K -450 -4%
SIA
1394
SeaBridge Investment Advisors
New Jersey
$727K +$302K +4,301 +71%
SSWM
1395
Sheets Smith Wealth Management
North Carolina
$726K +$5.62K +80 +0.8%
WB
1396
Webster Bank
Connecticut
$725K +$30.3K +431 +4%
GSC
1397
G&S Capital
Colorado
$723K +$3.79K +54 +0.5%
PA
1398
Perennial Advisors
New York
$721K +$721K +10,262 New
TWP
1399
Tyche Wealth Partners
Texas
$720K -$123K -1,756 -15%
SC
1400
Steph & Co
Wisconsin
$720K – – –
54 55
56
57 58