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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 %
T
1401
TOBAM
France
$717K -$202K -2,877 -22%
BFC
1402
Bedel Financial Consulting
Indiana
$712K +$85.7K +1,070 +14%
PP
1403
PDS Planning
Ohio
$711K +$12.2K +173 +2%
KCAM
1404
Kagan Cocozza Asset Management
New Jersey
$705K +$705K +10,040 New
JC
1405
Jacobs & Co
California
$705K – – –
GCP
1406
GSA Capital Partners
United Kingdom
$705K +$395K +5,619 +127%
ATFA
1407
All Terrain Financial Advisors
Minnesota
$703K -$28.1K -400 -4%
DMBA
1408
Deseret Mutual Benefit Administrators
Utah
$701K -$31K -441 -4%
MCM
1409
Monument Capital Management
Virginia
$700K +$5.48K +78 +0.8%
GTAM
1410
Global Trust Asset Management
Florida
$699K +$15.2K +217 +2%
BMC
1411
Beaton Management Company
Massachusetts
$695K – – –
PTP
1412
Platform Technology Partners
New York
$694K -$106K -1,511 -13%
CWA
1413
Crux Wealth Advisors
California
$694K +$694K +9,885 New
RMDI
1414
R.M. Davis Inc
Maine
$694K +$58.5K +833 +9%
QPWM
1415
Quadrant Private Wealth Management
Pennsylvania
$694K +$32.3K +460 +5%
PCP
1416
Proficio Capital Partners
Massachusetts
$692K +$241K +3,436 +54%
RT
1417
Rockland Trust
Massachusetts
$692K – – –
BBNA
1418
Bremer Bank National Association
Minnesota
$690K -$13.1K -187 -2%
IHWM
1419
Iron Horse Wealth Management
Iowa
$690K +$4.21K +60 +0.6%
CAC
1420
Core Alternative Capital
Georgia
$689K -$112K -1,598 -14%
MSFS
1421
Main Street Financial Solutions
Pennsylvania
$687K -$126K -1,795 -15%
BFO
1422
Biltmore Family Office
North Carolina
$686K -$5.9K -84 -0.9%
TL
1423
Tradewinds LLC
North Carolina
$684K -$16.3K -204 -2%
RCM
1424
Radnor Capital Management
Pennsylvania
$681K -$88.5K -1,260 -11%
WIC
1425
Woodmont Investment Counsel
Tennessee
$681K -$57K -811 -8%
55 56
57
58 59