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 %
FWP
1476
FAS Wealth Partners
Kansas
$622K +$2.95K +42 +0.5%
CWM
1477
Circle Wealth Management
New Jersey
$622K -$77.5K -1,104 -11%
MIP
1478
Marietta Investment Partners
Wisconsin
$618K – – –
CBUSF
1479
Construction & Building Unions Superannuation Fund
Australia
$618K +$618K +8,800 New
1WM
1480
1900 Wealth Management
Texas
$617K – – –
HI
1481
Hudock Inc
Pennsylvania
$616K +$562 +8 +0.1%
HI
1482
Humankind Investments
New York
$616K -$171K -2,428 -22%
AWE
1483
Avidian Wealth Enterprises
Texas
$616K +$42.4K +603 +7%
AMG
1484
Advisors Management Group
Wisconsin
$615K – – –
LJAC
1485
L.J. Altfest & Co
New York
$613K +$773 +11 +0.1%
CFA
1486
Cahill Financial Advisors
Minnesota
$613K -$40.1K -571 -6%
BCA
1487
Bray Capital Advisors
Florida
$612K +$351 +5 +0.1%
TCM
1488
Triumph Capital Management
Colorado
$611K -$22.5K -321 -4%
SC
1489
Summa Corp
Texas
$611K – – –
SEIA
1490
Signature Estate & Investment Advisors
California
$610K +$153K +2,177 +33%
EWM
1491
Evermay Wealth Management
Virginia
$609K -$2.53K -36 -0.4%
NL
1492
NWAM LLC
Washington
$609K +$224K +3,191 +58%
SCM
1493
Sebold Capital Management
Illinois
$606K -$37.4K -533 -6%
OWM
1494
OneAscent Wealth Management
Alabama
$606K +$11.3K +161 +2%
CA
1495
Cornerstone Advisory
Maryland
$605K +$19.3K +241 +3%
SWM
1496
SilverOak Wealth Management
Minnesota
$605K +$1.34K +19 +0.2%
WPWM
1497
Western Pacific Wealth Management
Illinois
$602K – – –
BWP
1498
BlueStem Wealth Partners
Minnesota
$595K +$595K +8,473 New
TAM
1499
Tucker Asset Management
Colorado
$593K -$114K -1,628 -16%
NIM
1500
Northeast Investment Management
Massachusetts
$591K – – –
58 59
60
61 62