WFC icon

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 %
AIM
1426
Athena Investment Management
California
$681K -$4.71K -67 -0.7%
SIM
1427
Stratos Investment Management
Ohio
$679K +$53.5K +762 +9%
NBT
1428
Northwest Bank & Trust
Iowa
$679K +$4.88K +64 +0.7%
VST
1429
Van Strum & Towne
California
$677K +$140K +2,000 +26%
NERM
1430
New England Research & Management
Illinois
$675K +$675K +9,605 New
HFM
1431
Hartford Financial Management
Connecticut
$674K – – –
STA
1432
Smith Thornton Advisors
Alabama
$674K – – –
MCM
1433
Monarch Capital Management
Indiana
$671K – – –
RCA
1434
Resonant Capital Advisors
Wisconsin
$670K +$74.3K +1,058 +12%
PCA
1435
Providence Capital Advisors
North Carolina
$670K -$105K -1,500 -14%
FPB
1436
First PREMIER Bank
South Dakota
$670K -$321K -4,576 -32%
CP
1437
Creekside Partners
California
$670K – – –
SSB
1438
Sandy Spring Bank
Maryland
$670K -$2.53K -36 -0.4%
QWM
1439
Quadcap Wealth Management
Texas
$668K -$2.88K -41 -0.4%
LW
1440
Linscomb Wealth
Texas
$668K +$13.5K +192 +2%
ONST
1441
Old North State Trust
North Carolina
$667K -$8.64K -123 -1%
AFP
1442
Ausdal Financial Partners
Iowa
$667K +$196K +2,785 +42%
IRC
1443
Investors Research Corp
Georgia
$666K -$279K -3,975 -30%
AIM
1444
Aspen Investment Management
Michigan
$666K -$281 -4 -0%
HBS
1445
Howard Bailey Securities
Indiana
$664K +$76K +1,082 +13%
WB
1446
West Bancorporation
Iowa
$664K – – –
PWM
1447
Prentice Wealth Management
New York
$662K +$29.6K +422 +5%
PIA
1448
Perennial Investment Advisors
California
$658K +$12.4K +176 +2%
CCA
1449
Carrera Capital Advisors
Michigan
$657K -$983 -14 -0.1%
RCG
1450
Regatta Capital Group
California
$657K +$7.8K +111 +1%
56 57
58
59 60