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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 %
CTI
1776
Community Trust & Investment
Kentucky
$381K -$58.3K -830 -13%
UWPG
1777
Ullmann Wealth Partners Group
Florida
$380K -$140K -2,000 -27%
AAP
1778
Arax Advisory Partners
Colorado
$380K +$110K +1,569 +41%
DA
1779
Detalus Advisors
Missouri
$379K -$14K -200 -4%
RPWA
1780
Regent Peak Wealth Advisors
Georgia
$379K +$7.8K +111 +2%
RDWM
1781
Red Door Wealth Management
Tennessee
$379K -$48.6K -692 -11%
HCM
1782
Hengehold Capital Management
Ohio
$379K +$55.7K +793 +17%
GWM
1783
Gitterman Wealth Management
New Jersey
$378K +$378K +5,377 New
MFWP
1784
Mosaic Family Wealth Partners
Missouri
$377K +$6.18K +88 +2%
PMSA
1785
Patrick M. Sweeney & Associates
Illinois
$377K -$74.8K -1,065 -17%
SNBOSD
1786
Security National Bank of So Dak
Iowa
$376K – – –
EFA
1787
Evernest Financial Advisors
Indiana
$375K +$98.1K +1,397 +35%
FFP
1788
FourThought Financial Partners
Florida
$375K +$375K +5,332 New
NED
1789
Nancy E. Dempze
$372K – – –
CC
1790
Constitution Capital
Connecticut
$372K – – –
AG
1791
AlTi Global
New York
$372K -$211K -2,980 -36%
MSA
1792
Marino Stram & Associates
Massachusetts
$371K +$7.38K +105 +2%
MPCG
1793
Matrix Private Capital Group
New York
$371K – – –
SSA
1794
Sierra Summit Advisors
Nevada
$370K – – –
MAM
1795
MMA Asset Management
Pennsylvania
$370K +$5.97K +85 +2%
NRC
1796
New Republic Capital
North Carolina
$369K +$10.5K +149 +3%
SMC
1797
Smith, Moore & Co
Missouri
$368K -$21.1K -300 -5%
BIC
1798
Beach Investment Counsel
Pennsylvania
$368K – – –
RFA
1799
Register Financial Advisors
Georgia
$368K -$13.8K -196 -4%
HA
1800
Helium Advisors
Washington
$367K +$367K +5,230 New
70 71
72
73 74