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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 %
PCI
1576
Pacifica Capital Investments
Texas
$515K – – –
DIM
1577
Delta Investment Management
California
$514K – – –
WTFG
1578
Wood Tarver Financial Group
Idaho
$514K +$514K +7,327 New
SB
1579
Sunflower Bank
Texas
$513K +$38.4K +547 +8%
TCB
1580
Texas Capital Bancshares
Texas
$513K -$117K -1,662 -19%
NBWM
1581
North Berkeley Wealth Management
California
$512K +$512K +7,292 New
BTWM
1582
Baker Tilly Wealth Management
Wisconsin
$512K -$95.7K -1,362 -16%
BAS
1583
Brueske Advisory Services
Washington
$511K +$511K +7,280 New
LA
1584
Lakeside Advisors
Washington
$511K – – –
WCG
1585
Weaver Consulting Group
California
$510K – – –
SVWAG
1586
Sound View Wealth Advisors Group
Georgia
$509K -$38K -541 -7%
HP
1587
Holistic Planning
Texas
$508K -$6.39K -91 -1%
CA
1588
Capital Advantage
California
$508K +$508K +7,235 New
SWA
1589
Stratos Wealth Advisors
Ohio
$508K -$16.2K -230 -3%
AFT
1590
Alpha Family Trust
California
$507K – – –
EA
1591
Everpar Advisors
Oklahoma
$506K -$51.8K -737 -9%
SCM
1592
Sterneck Capital Management
Missouri
$505K – – –
KSWA
1593
Kathleen S. Wright Associates
Pennsylvania
$505K – – –
WA
1594
Wealthstream Advisors
New York
$504K +$68.9K +981 +16%
PWA
1595
Physician Wealth Advisors
Utah
$503K +$140 +2 +0%
WA
1596
Waddell & Associates
Tennessee
$502K – – –
CA
1597
Cambridge Advisors
Nebraska
$502K +$2.53K +36 +0.5%
SAM
1598
Summit Asset Management
Tennessee
$502K – – –
BLC
1599
Brown, Lisle/Cummings
Rhode Island
$502K – – –
OAM
1600
Oxford Asset Management
United Kingdom
$501K +$501K +7,131 New
62 63
64
65 66