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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 %
NPA
1701
Nichols & Pratt Advisers
Massachusetts
$435K – – –
FCFC
1702
First Citizens Financial Corp
Iowa
$435K +$175K +2,498 +68%
SW
1703
SteelPeak Wealth
California
$435K -$79.2K -1,128 -15%
ZIG
1704
Zullo Investment Group
Pennsylvania
$434K +$23.4K +333 +6%
FNBTCON
1705
First National Bank & Trust Co of Newtown
Pennsylvania
$434K -$78K -1,110 -15%
LWM
1706
Lakeridge Wealth Management
Ohio
$433K +$3.65K +52 +0.9%
MAG
1707
M3 Advisory Group
Massachusetts
$432K -$281 -4 -0.1%
VWA
1708
VSM Wealth Advisory
Maryland
$429K +$429K +6,108 New
SFI
1709
SPC Financial Inc
Maryland
$428K +$10.8K +154 +3%
UF
1710
Univest Financial
Pennsylvania
$428K +$70 +1 +0%
CHP
1711
Cable Hill Partners
Oregon
$428K +$126K +1,790 +42%
WDL
1712
Well Done LLC
Michigan
$427K – – –
LWM
1713
LongView Wealth Management
Georgia
$427K +$1.55K +22 +0.4%
GFM
1714
GF Fund Management
China
$425K +$425K +6,055 New
SPWM
1715
Spartan Planning & Wealth Management
North Carolina
$425K +$425K +6,052 New
DSC
1716
Duncker Streett & Co
Missouri
$425K +$51.1K +728 +14%
SMWM
1717
Silvia McColl Wealth Management
California
$425K +$140 +2 +0%
CS
1718
Candriam SCA
Luxembourg
$424K – – –
WAM
1719
WFA Asset Management
Wisconsin
$424K +$381K +5,424 +892%
FNBOH
1720
First National Bank of Hutchinson
Kansas
$423K +$423K +6,029 New
LRIA
1721
Leonard Rickey Investment Advisors
Washington
$423K -$8.15K -116 -2%
SWM
1722
Silverlake Wealth Management
Vermont
$423K +$351 +5 +0.1%
SG Americas Securities
1723
SG Americas Securities
New York
$422K -$19.1M -272,333 -98%
AF
1724
Arrow Financial
New York
$420K – – –
CFO
1725
CVA Family Office
Colorado
$419K +$58K +826 +16%
67 68
69
70 71