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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 %
APG
1826
Abacus Planning Group
South Carolina
$356K +$70 +1 +0%
SAM
1827
Secure Asset Management
Michigan
$356K +$37.2K +530 +12%
CNTOF
1828
Canandaigua National Trust of Florida
New York
$355K +$355K +5,058 New
BBW
1829
Blue Barn Wealth
Utah
$355K -$52K -741 -13%
PMFA
1830
Plante Moran Financial Advisors
Michigan
$354K +$13.6K +194 +4%
AIA
1831
AssuredPartners Investment Advisors
Florida
$352K +$352K +5,012 New
BWM
1832
BlackDiamond Wealth Management
New York
$351K +$5.06K +72 +1%
AAS
1833
Annex Advisory Services
Wisconsin
$351K +$32K +455 +10%
MJP
1834
Michael J. Puzo
$351K – – –
RL
1835
Ruffer LLP
United Kingdom
$351K – – –
AWM
1836
Ameliora Wealth Management
Switzerland
$351K – – –
WH
1837
Willner & Heller
California
$351K +$1.9K +27 +0.5%
QFA
1838
Quantum Financial Advisors
California
$351K – – –
VCM
1839
Versant Capital Management
Arizona
$350K +$57.3K +816 +20%
WAM
1840
Walker Asset Management
Missouri
$348K +$1.55K +22 +0.4%
GA
1841
GFS Advisors
Texas
$348K – – –
FCMT
1842
Founders Capital Management (Texas)
Texas
$347K – – –
TF
1843
Tompkins Financial
New York
$346K +$78.2K +1,113 +29%
CBT
1844
CoreFirst Bank & Trust
Kansas
$346K – – –
SAW
1845
Signal Advisors Wealth
Michigan
$346K -$150K -2,132 -30%
CS
1846
Capital Square
Tennessee
$345K -$8.43K -109 -2%
FCAS
1847
First Command Advisory Services
Texas
$345K -$2.67K -38 -0.8%
ITFISA
1848
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$345K +$136K +1,929 +65%
CCM
1849
Check Capital Management
California
$345K – – –
LWCFA
1850
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K -$39K -500 -10%
72 73
74
75 76