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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 %
CC
1676
Callan Capital
California
$449K +$26.2K +373 +6%
PCG
1677
Prosperity Consulting Group
Maryland
$448K +$90.6K +1,290 +25%
OAM
1678
Occidental Asset Management
California
$447K +$351 +5 +0.1%
AFG
1679
Allegheny Financial Group
Pennsylvania
$446K +$7.24K +103 +2%
WF
1680
WoodTrust Financial
Wisconsin
$445K +$24K +342 +6%
MFC
1681
Morris Financial Concepts
South Carolina
$443K – – –
FAIM
1682
Financial Advocates Investment Management
Washington
$442K +$3.23K +46 +0.7%
PC
1683
Permanens Capital
New York
$442K -$89.6K -1,276 -17%
FRA
1684
Front Row Advisors
California
$442K – – –
OL
1685
Optas LLC
Texas
$442K +$83.2K +1,185 +23%
AWA
1686
Alaska Wealth Advisors
Alaska
$441K -$50.1K -713 -10%
AA
1687
Advisory Alpha
Michigan
$441K +$28.4K +405 +7%
APW
1688
Austin Private Wealth
Texas
$441K +$441K +6,272 New
FFG
1689
Fortress Financial Group
Minnesota
$440K +$440K +6,261 New
TFF
1690
The Family Firm
Maryland
$440K +$281 +4 +0.1%
CLOS
1691
Compagnie Lombard Odier SCmA
Switzerland
$439K -$281K -4,000 -39%
LB
1692
Legacy Bridge
Iowa
$438K – – –
OC
1693
Oakworth Capital
Alabama
$437K – – –
ML
1694
McAdam LLC
Pennsylvania
$437K +$41.9K +596 +11%
TGAM
1695
TBH Global Asset Management
Tennessee
$436K -$4.64K -66 -1%
CP
1696
CenterBook Partners
Connecticut
$436K -$480K -6,829 -52%
KCFA
1697
Key Client Fiduciary Advisors
New Jersey
$436K -$31.7K -451 -7%
RWA
1698
Redhawk Wealth Advisors
Minnesota
$436K +$281 +4 +0.1%
HIG
1699
Heritage Investment Group
Florida
$436K – – –
SHGA
1700
Sand Hill Global Advisors
California
$436K -$36.3K -517 -8%
66 67
68
69 70