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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 %
DWM
1551
DKM Wealth Management
California
$531K +$531K +7,565 New
KFGK
1552
Keystone Financial Group (Kentucky)
Kentucky
$530K -$138K -1,964 -21%
AIM
1553
Advyzon Investment Management
Illinois
$530K +$530K +7,541 New
EW
1554
Evoke Wealth
California
$529K +$94.2K +1,341 +22%
TH
1555
TCTC Holdings
Texas
$529K +$10.7K +152 +2%
EGA
1556
E&G Advisors
Texas
$528K +$69.3K +986 +15%
MFG
1557
Mosaic Financial Group
Illinois
$528K -$13.1K -186 -2%
WP
1558
WealthShield Partners
North Carolina
$528K -$158K -2,251 -23%
SIS
1559
Sound Income Strategies
Florida
$527K +$75.5K +1,075 +17%
SFB
1560
STAR Financial Bank
Indiana
$526K -$24.8K -353 -5%
OL
1561
one8zero8 LLC
North Carolina
$526K +$526K +7,485 New
CWM
1562
Congress Wealth Management
Massachusetts
$524K +$76.7K +1,091 +17%
TWM
1563
Thrive Wealth Management
Pennsylvania
$523K -$1.48K -21 -0.3%
PMWMG
1564
Parr McKnight Wealth Management Group
Minnesota
$523K +$523K +7,452 New
PP
1565
Patten & Patten
Tennessee
$523K +$18.4K +262 +4%
FFO
1566
Fortitude Family Office
Arizona
$523K +$37.6K +535 +8%
CAM
1567
Campion Asset Management
Virginia
$521K -$11.9K -170 -2%
NP
1568
Nilsine Partners
Colorado
$520K -$18.6K -265 -3%
ST
1569
Spinnaker Trust
Maine
$520K +$9.13K +130 +2%
BCCM
1570
Bridge Creek Capital Management
Massachusetts
$520K – – –
VWM
1571
Venturi Wealth Management
Texas
$519K +$324K +4,615 +166%
AW
1572
Alteri Wealth
California
$519K +$519K +7,386 New
MFG
1573
Magnus Financial Group
New York
$516K +$131K +1,867 +34%
FI
1574
Financial Insights
Washington
$516K – – –
GWANC
1575
Guardian Wealth Advisors (North Carolina)
North Carolina
$515K -$6.39K -91 -1%
61 62
63
64 65