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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 %
RDIA
1801
RE Dickinson Investment Advisors
Iowa
$367K +$2.11K +3 +0.6%
MA
1802
MKT Advisors
California
$366K -$14.8K -192 -4%
PVI
1803
Pine Valley Investments
New Jersey
$364K +$70 +1 +0%
NFC
1804
Northeast Financial Consultants
Connecticut
$364K +$56.2K +800 +18%
BRWM
1805
Blue Rock Wealth Management
North Carolina
$364K +$364K +5,184 New
TC
1806
Taika Capital
Florida
$364K +$364K +5,180 New
GSWM
1807
Golden State Wealth Management
California
$363K +$363K +5,172 New
BGAI
1808
Bruce G. Allen Investments
Colorado
$363K -$15.4K -219 -4%
PWM
1809
Partners Wealth Management
California
$363K +$363K +5,169 New
DWM
1810
Dorchester Wealth Management
Quebec, Canada
$363K -$43.9K -625 -11%
RP
1811
Raelipskie Partnership
Ontario, Canada
$363K -$9.48K -135 -3%
BFF
1812
Byrne Financial Freedom
Massachusetts
$363K +$363K +5,162 New
SL
1813
Salomon & Ludwin
Virginia
$362K -$7.52K -107 -2%
FAM
1814
Formidable Asset Management
Ohio
$360K -$21K -299 -6%
BHIA
1815
Birch Hill Investment Advisors
Massachusetts
$360K +$3.72K +53 +1%
EI
1816
Ellevest Inc
New York
$360K -$140 -2 -0%
HWM
1817
Hohimer Wealth Management
Washington
$360K – – –
IWA
1818
Integrity Wealth Advisors
California
$360K +$360K +5,123 New
FMTC
1819
Farmers & Merchants Trust Company
California
$359K -$351K -5,000 -49%
MCP
1820
Mirador Capital Partners
California
$359K +$62.2K +885 +21%
KFC
1821
Klingenstein Fields & Co
New York
$359K +$19.5K +278 +6%
WPP
1822
Whalerock Point Partners
Rhode Island
$359K – – –
WIM
1823
Warwick Investment Management
Texas
$359K +$2.67K +38 +0.7%
BWA
1824
Burt Wealth Advisors
Maryland
$358K -$1.12K -16 -0.3%
MAG
1825
Mokosak Advisory Group
Iowa
$358K +$1.55K +22 +0.4%
71 72
73
74 75