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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 %
MW
1526
Maia Wealth
Colorado
$560K +$81.5K +1,046 +17%
AA
1527
Auxano Advisors
Washington
$558K +$23.5K +334 +4%
GPWM
1528
Grant Private Wealth Management
California
$558K +$558K +7,948 New
SCP
1529
Sivia Capital Partners
California
$557K -$3.58K -51 -0.6%
IB
1530
Intrust Bank
Kansas
$556K -$34.3K -488 -6%
CWS
1531
Confluence Wealth Services
Pennsylvania
$554K +$3.95K +51 +0.7%
AF
1532
Atala Financial
California
$552K +$552K +7,853 New
IFWM
1533
Institute for Wealth Management
Colorado
$551K -$36.9K -525 -6%
GITFIT
1534
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$550K -$84.3K -1,200 -13%
DA
1535
Doliver Advisors
Texas
$550K – – –
WC
1536
Weil Company
California
$549K – – –
MA
1537
MCF Advisors
Kentucky
$544K +$16.5K +235 +3%
PA
1538
PFG Advisors
Arizona
$544K -$6.6M -94,017 -92%
AC
1539
AlphaCore Capital
California
$544K +$4.64K +66 +0.9%
TCM
1540
Tradewinds Capital Management
Washington
$543K +$245K +3,494 +82%
BFWA
1541
Benchmark Financial Wealth Advisors
Florida
$543K +$2.81K +40 +0.5%
SIG
1542
Sky Investment Group
Connecticut
$541K -$6.32K -90 -1%
FCIM
1543
Fairview Capital Investment Management
California
$538K -$42.1K -600 -7%
IWA
1544
Icon Wealth Advisors
Texas
$536K -$72.5K -1,032 -12%
AO
1545
Advisor OS
Illinois
$536K +$209K +2,972 +64%
CWP
1546
Concord Wealth Partners
Virginia
$535K -$55.2K -786 -9%
CIA
1547
Cape Investment Advisory
Georgia
$534K +$42.5K +605 +9%
HR
1548
Howe & Rusling
New York
$534K +$186K +2,654 +54%
CWM
1549
Connecticut Wealth Management
Connecticut
$534K +$7.94K +113 +2%
FPCP
1550
Fort Point Capital Partners
California
$533K -$67.2K -957 -11%
60 61
62
63 64