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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 %
S
1876
Sunpointe
Missouri
$334K +$80.8K +1,150 +32%
VC
1877
Vicus Capital
Pennsylvania
$334K -$9.48K -135 -3%
GAM
1878
Gould Asset Management
California
$334K – – –
HKIM
1879
Hayek Kallen Investment Management
Alabama
$334K – – –
HIS
1880
Harvest Investment Services
Illinois
$334K +$334K +4,752 New
LWL
1881
Leo Wealth LLC
Texas
$333K -$6.32K -90 -2%
AWM
1882
Aprio Wealth Management
Georgia
$333K -$115K -1,639 -26%
ORC
1883
O'Rourke & Company
Massachusetts
$332K +$211 +3 +0.1%
OHWA
1884
Oak Hill Wealth Advisors
Virginia
$331K +$331K +4,719 New
Kayne Anderson Rudnick Investment Management
1885
Kayne Anderson Rudnick Investment Management
California
$331K +$22.4K +319 +7%
FFG
1886
First Financial Group
North Carolina
$330K +$330K +4,704 New
BCM
1887
Buckhead Capital Management
Georgia
$329K – – –
CSC
1888
Caldwell Sutter Capital
California
$327K +$70 +1 +0%
AIA
1889
Alternative Investment Advisors
Florida
$327K +$211 +3 +0.1%
GJWM
1890
Gilliland Jeter Wealth Management
Arkansas
$326K -$7.87K -112 -2%
LF
1891
LifePlan Financial
Minnesota
$324K -$172K -2,450 -35%
SFC
1892
SYM Financial Corp
Indiana
$323K -$115K -1,640 -26%
FC
1893
Forte Capital
New York
$321K – – –
BHWM
1894
Bar Harbor Wealth Management
New Hampshire
$320K – – –
PSC
1895
Prentiss Smith & Co
Vermont
$320K – – –
WAAG
1896
Wealth Alliance Advisory Group
Kansas
$320K – – –
ADL
1897
Asset Dedication LLC
California
$319K +$9.06K +129 +3%
TWA
1898
Talisman Wealth Advisors
New Jersey
$318K – – –
GWSG
1899
GPS Wealth Strategies Group
Colorado
$317K +$216K +3,080 +216%
SIC
1900
Samalin Investment Counsel
New York
$316K +$7.66K +109 +2%
74 75
76
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