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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 %
LG
1851
Leuthold Group
Minnesota
$344K +$344K +4,904 New
TW
1852
Traveka Wealth
California
$344K +$64.6K +920 +23%
ACP
1853
Argyle Capital Partners
California
$343K +$343K +4,884 New
SGCA
1854
Steel Grove Capital Advisors
Tennessee
$343K – – –
EFL
1855
ERn Financial LLC
Wisconsin
$343K -$177K -2,514 -34%
VV
1856
Verity & Verity
South Carolina
$342K – – –
SP
1857
Successful Portfolios
Florida
$342K -$3.44K -49 -1%
CCB
1858
Cutter & Co Brokerage
Missouri
$342K -$7.52K -107 -2%
IA
1859
Inspire Advisors
Idaho
$341K -$30.6K -435 -8%
HA
1860
HC Advisors
Georgia
$341K +$46K +655 +16%
AIA
1861
Accelerate Investment Advisors
California
$340K +$47.4K +675 +16%
MWM
1862
MinichMacGregor Wealth Management
New York
$340K +$47.6K +677 +16%
BWM
1863
Baron Wealth Management
Michigan
$340K +$38.4K +547 +13%
S
1864
Sachetta
Massachusetts
$338K -$1.19K -17 -0.4%
BDF
1865
Black Diamond Financial
Maryland
$338K +$10.6K +151 +3%
BFP
1866
Brewster Financial Planning
New York
$337K +$337K +4,804 New
ABLA
1867
Alan B. Lancz & Associates
Ohio
$337K – – –
UWM
1868
United Wealth Management
Virginia
$337K +$337K +4,798 New
EA
1869
Evolution Advisers
Virginia
$337K -$136K -1,935 -29%
BMWS
1870
Brady Martz Wealth Solutions
North Dakota
$336K +$336K +4,724 New
FWTB
1871
First Western Trust Bank
Colorado
$336K +$8.22K +117 +3%
MPW
1872
Monterey Private Wealth
California
$335K +$55.8K +795 +20%
NFP
1873
Narus Financial Partners
Utah
$335K +$54.3K +773 +19%
SF
1874
Slagle Financial
Illinois
$335K -$57.5K -818 -15%
CWA
1875
Cornerstone Wealth Advisors
Minnesota
$334K – – –
73 74
75
76 77