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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 %
BAM
1501
Belpointe Asset Management
Nevada
$591K -$46.8K -800 -7%
EGA
1502
Eagle Global Advisors
Texas
$591K -$6.67K -95 -1%
BTIM
1503
BancFirst Trust & Investment Management
Oklahoma
$590K – – –
PA
1504
Promethium Advisors
Maryland
$590K -$20K -285 -3%
MMG
1505
Monetary Management Group
Missouri
$590K – – –
MSWM
1506
McGlone Suttner Wealth Management
Wisconsin
$586K +$229K +3,262 +64%
CNBT
1507
Canandaigua National Bank & Trust
New York
$585K -$39.7K -565 -6%
VA
1508
Valmark Advisers
Ohio
$583K +$30.3K +431 +5%
SCA
1509
Sippican Capital Advisors
Massachusetts
$583K – – –
IIC
1510
Ironwood Investment Counsel
Arizona
$582K -$333K -4,735 -36%
AWM
1511
Accurate Wealth Management
Florida
$582K +$582K +8,317 New
AW
1512
Avion Wealth
Texas
$582K -$402K -5,730 -41%
IDA
1513
Intelligence Driven Advisers
California
$582K +$7.45K +106 +1%
KIM
1514
Kestra Investment Management
Texas
$581K +$49.4K +703 +9%
FSCM
1515
Front Street Capital Management
Montana
$580K -$1.12K -16 -0.2%
KLCM
1516
KG&L Capital Management
Louisiana
$580K -$998K -17,290 -63%
FMB
1517
Field & Main Bank
Kentucky
$579K +$25.8K +368 +5%
FPL
1518
Fortress Private Ledger
North Carolina
$576K +$576K +8,196 New
BWP
1519
Baldwin Wealth Partners
Massachusetts
$572K -$351 -5 -0.1%
CIC
1520
Cutler Investment Counsel
Oregon
$571K – – –
WA
1521
Wealth Architects
California
$571K -$15K -214 -3%
IIA
1522
Integral Investment Advisors
California
$570K -$125K -1,773 -18%
ACG
1523
Allen Capital Group
Nebraska
$566K +$55.6K +792 +11%
VWM
1524
Vermillion Wealth Management
Minnesota
$565K +$565K +8,047 New
FB
1525
First Bancorp
Maine
$563K -$6.74K -96 -1%
59 60
61
62 63