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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 %
BFA
1901
Bill Few Associates
Pennsylvania
$315K – – –
KWM
1902
Keebeck Wealth Management
Illinois
$314K +$62.2K +886 +25%
TWA
1903
TCI Wealth Advisors
Arizona
$312K -$27.6K -393 -8%
EL
1904
EWA LLC
Pennsylvania
$312K +$2.74K +39 +0.9%
PCMC
1905
Private Capital Management (Colorado)
Colorado
$312K -$268K -3,821 -46%
GKIM
1906
GW&K Investment Management
Massachusetts
$312K -$9.76K -139 -3%
JWWM
1907
Johnson & White Wealth Management
Pennsylvania
$312K +$312K +4,449 New
MW
1908
MBL Wealth
North Carolina
$312K -$18.1K -258 -5%
MWM
1909
Maripau Wealth Management
Indiana
$311K +$311K +4,435 New
CSPIA
1910
Cary Street Partners Investment Advisory
Virginia
$311K -$777K -11,067 -71%
LFA
1911
Laraway Financial Advisors
Minnesota
$311K +$70 +1 +0%
AP
1912
Atwood & Palmer
Missouri
$311K -$105K -1,500 -25%
SI
1913
Seeds Investor
New York
$311K -$2.11K -30 -0.7%
MSAM
1914
Moloney Securities Asset Management
Missouri
$311K +$311K +4,423 New
YDMI
1915
Y.D. More Investments
Israel
$310K +$151K +2,152 +95%
WAM
1916
Weinberger Asset Management
California
$310K -$76.6K -1,091 -20%
KLWA
1917
Kelly Lawrence W & Associates
California
$309K – – –
PC
1918
Prairiewood Capital
North Dakota
$309K – – –
RWP
1919
Revolve Wealth Partners
New Jersey
$308K -$70 -1 -0%
SL
1920
Sentinus LLC
Illinois
$306K +$56.2K +800 +23%
CPA
1921
Capital Performance Advisors
California
$305K +$181K +2,582 +146%
CWM
1922
Chesapeake Wealth Management
Virginia
$305K +$5.2K +74 +2%
WMA
1923
West Michigan Advisors
Michigan
$305K +$305K +4,339 New
SEP
1924
Southland Equity Partners
Missouri
$304K +$421 +6 +0.1%
COFSG
1925
Carbahal Olsen Financial Services Group
California
$303K +$303K +4,320 New
75 76
77
78 79