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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 %
CWG
1651
Crown Wealth Group
North Carolina
$467K +$9.83K +140 +2%
CT
1652
Coastline Trust
Rhode Island
$467K +$33.4K +476 +8%
PA
1653
Procyon Advisors
Connecticut
$466K +$31.9K +454 +7%
SMA
1654
Seven Mile Advisory
New Jersey
$466K +$30.2K +430 +7%
FFG
1655
Fortem Financial Group
California
$464K -$10.5K -149 -2%
LA
1656
Lynch & Associates
Indiana
$464K -$45.4K -647 -9%
VCP
1657
Verus Capital Partners
Arizona
$464K +$5.41K +77 +1%
CCM
1658
Chilton Capital Management
Texas
$463K -$432K -6,156 -48%
AG
1659
AmeriFlex Group
Nevada
$461K +$461K +5,850 New
PFW
1660
Petros Family Wealth
Minnesota
$461K +$461K +6,557 New
SLWA
1661
San Luis Wealth Advisors
California
$459K -$161K -2,289 -26%
CP
1662
Canopy Partners
Ohio
$459K +$1.69K +24 +0.4%
ICP
1663
Interchange Capital Partners
Pennsylvania
$458K -$119K -1,695 -21%
MCM
1664
Mengis Capital Management
Oregon
$458K +$70 +1 +0%
ACM
1665
Ayrshire Capital Management
Connecticut
$457K – – –
PA
1666
PharVision Advisers
Florida
$456K +$456K +6,495 New
MADFP
1667
Michael A Dubis Financial Planning
Wisconsin
$456K +$456K +6,492 New
WC
1668
Westhampton Capital
North Carolina
$456K -$35.1K -500 -7%
CT
1669
Colonial Trust
South Carolina
$455K -$5.55K -79 -1%
AWP
1670
Axis Wealth Partners
Rhode Island
$454K +$454K +6,467 New
BPW
1671
Bingham Private Wealth
California
$454K +$454K +6,467 New
OFG
1672
Oxford Financial Group
Indiana
$454K -$23.1K -329 -5%
RWPA
1673
Richard W. Paul & Associates
Michigan
$452K -$20.4K -291 -4%
BA
1674
Bristlecone Advisors
Washington
$452K -$6.11K -87 -1%
SIM
1675
Sentry Investment Management
Wisconsin
$451K -$73.4K -1,046 -14%
65 66
67
68 69