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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 %
LCS
1926
Levin Capital Strategies
New York
$302K – – –
VCP
1927
Vista Capital Partners
Oregon
$302K +$4.57K +65 +2%
SC
1928
Scratch Capital
Idaho
$302K +$302K +4,299 New
BWAM
1929
Boyd Watterson Asset Management
Ohio
$301K – – –
BWP
1930
Balboa Wealth Partners
Arizona
$301K +$301K +4,290 New
KFS
1931
Keynote Financial Services
Connecticut
$301K – – –
MA
1932
MJP Associates
Connecticut
$301K +$301K +4,281 New
PFA
1933
Professional Financial Advisors
Nebraska
$301K +$1.48K +21 +0.5%
IA
1934
IFG Advisors
Missouri
$301K +$70 +1 +0%
CCIA
1935
Cherry Creek Investment Advisors
Colorado
$299K +$843 +12 +0.3%
AWM
1936
Arista Wealth Management
Nevada
$299K – – –
ACA
1937
Affinity Capital Advisors
California
$298K -$19.5K -273 -6%
CWP
1938
Core Wealth Partners
California
$298K +$298K +4,237 New
WA
1939
WealthTrust Axiom
Pennsylvania
$298K – – –
FAB
1940
First American Bank
Illinois
$297K -$50.3K -716 -14%
GWMR
1941
GC Wealth Management RIA
Massachusetts
$297K -$773 -11 -0.3%
CWM
1942
CarsonAllaria Wealth Management
Illinois
$297K -$53.2K -757 -15%
PWM
1943
Power Wealth Management
Georgia
$297K – – –
EIP
1944
Ellis Investment Partners
Pennsylvania
$296K +$140 +2 +0%
RBC
1945
Romano Brothers & Co
Illinois
$295K -$7.02K -100 -2%
NCTC
1946
New Covenant Trust Company
Indiana
$293K -$9.79K -139 -3%
CWM
1947
Concentrum Wealth Management
California
$293K +$2.39K +34 +0.8%
NFG
1948
Nations Financial Group
Iowa
$292K +$3.09K +44 +1%
CAG
1949
Centerpoint Advisory Group
Kansas
$292K +$292K +4,159 New
GWM
1950
GK Wealth Management
Nevada
$292K +$292K +4,154 New
76 77
78
79 80