WFC icon

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 %
GCM
1751
G2 Capital Management
Ohio
$397K – – –
CFG
1752
Cooper Financial Group
California
$394K +$71.4K +1,017 +22%
VWA
1753
Visionary Wealth Advisors
Illinois
$393K -$11.6K -165 -3%
BFIC
1754
Bedell Frazier Investment Counselling
California
$391K -$3.51K -50 -0.9%
HR
1755
Hardy Reed
Mississippi
$391K +$15.1K +215 +4%
KNW
1756
Kesler Norman & Wride
Utah
$391K -$33.5K -477 -8%
GS
1757
GWN Securities
Florida
$390K +$390K +5,067 New
HCWM
1758
Hidden Cove Wealth Management
Washington
$390K +$390K +5,554 New
ST
1759
Smithfield Trust
Pennsylvania
$390K -$21.1K -300 -5%
DWM
1760
Denver Wealth Management
Colorado
$390K +$16.4K +234 +4%
PCG
1761
PFC Capital Group
California
$389K +$140K +2,000 +56%
PWP
1762
Pursue Wealth Partners
California
$388K – – –
ACP
1763
Aviance Capital Partners
Florida
$387K -$365K -5,200 -49%
NCM
1764
Narwhal Capital Management
Georgia
$387K – – –
MFA
1765
Mayflower Financial Advisors
Massachusetts
$385K +$11.9K +170 +3%
WMA
1766
Wealth Management Associates
New Jersey
$384K +$46.7K +665 +14%
SB
1767
Strategic Blueprint
Georgia
$384K +$43.4K +618 +13%
GIA
1768
Guyasuta Investment Advisors
Pennsylvania
$384K -$14.7K -209 -4%
BW
1769
BIP Wealth
Georgia
$383K +$383K +5,450 New
HCMG
1770
Howard Capital Management Group
California
$383K – – –
ZF
1771
Zhang Financial
Michigan
$383K +$122K +1,743 +47%
AWM
1772
Ariadne Wealth Management
California
$382K – – –
MWM
1773
Maridea Wealth Management
New York
$381K +$381K +5,428 New
ZB
1774
Zions Bancorporation
Utah
$381K -$109K -1,550 -22%
JCM
1775
Jacobsen Capital Management
Utah
$381K +$10.4K +148 +3%
69 70
71
72 73