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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 %
VP
1601
Verum Partners
North Carolina
$500K -$185K -2,639 -27%
NHT
1602
New Hampshire Trust
New Hampshire
$499K – – –
POIA
1603
Pin Oak Investment Advisors
Texas
$499K – – –
SAM
1604
S.A. Mason
Michigan
$499K – – –
IF
1605
Intrua Financial
Texas
$499K -$298K -4,243 -37%
HC
1606
Hara Capital
Washington
$498K +$270K +3,846 +119%
JWBC
1607
John W. Brooker & Co
California
$497K – – –
GAA
1608
Global Assets Advisory
Florida
$495K -$44K -627 -8%
MA
1609
MONECO Advisors
Connecticut
$493K +$9.41K +134 +2%
Bank Julius Baer & Co
1610
Bank Julius Baer & Co
Switzerland
$493K +$163K +2,103 +49%
TIM
1611
Thompson Investment Management
Wisconsin
$493K -$72.8K -1,036 -13%
CB
1612
Cadence Bank
Mississippi
$492K -$2.74K -39 -0.6%
LC
1613
Lincoln Capital
Nebraska
$492K +$140 +2 +0%
KA
1614
Kearns & Associates
California
$492K – – –
WTA
1615
Washington Trust Advisors
Massachusetts
$491K +$11.9K +169 +2%
SC
1616
Schulhoff & Co
Ohio
$490K +$140 +2 +0%
SFG
1617
SNS Financial Group
Minnesota
$489K -$51.2K -729 -9%
LA
1618
LVW Advisors
New York
$488K -$90.5K -1,289 -16%
LI
1619
LRI Investments
Florida
$487K -$18.1K -257 -4%
FFA
1620
Founders Financial Alliance
North Carolina
$487K +$5.27K +75 +1%
FLPIM
1621
F.L. Putnam Investment Management
Massachusetts
$486K +$67.9K +966 +16%
GWWM
1622
Great Waters Wealth Management
Minnesota
$486K +$6.04K +86 +1%
HWA
1623
HHM Wealth Advisors
Tennessee
$484K -$52.8K -752 -10%
MIC
1624
Means Investment Company
Maine
$482K +$1.26K +18 +0.3%
SIM
1625
SSI Investment Management
California
$482K -$492 -7 -0.1%
63 64
65
66 67