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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 %
AMBIA
1951
Allen Mooney & Barnes Investment Advisors
Georgia
$291K -$1.97K -28 -0.7%
THL
1952
Tillman Hartley LLC
Colorado
$291K – – –
CWM
1953
Centurion Wealth Management
Virginia
$291K -$773 -11 -0.3%
PSP
1954
Principal Street Partners
Tennessee
$290K +$46.1K +656 +19%
SCM
1955
Spring Capital Management
Texas
$290K +$290K +4,128 New
GCA
1956
Gradient Capital Advisors
California
$290K -$10.7K -152 -4%
CPC
1957
Consolidated Planning Corp
Georgia
$289K -$23.6K -336 -8%
PWG
1958
Private Wealth Group
Florida
$289K – – –
BBPWM
1959
Blue Bell Private Wealth Management
Pennsylvania
$289K -$7.52K -107 -3%
IIM
1960
Ipswich Investment Management
Massachusetts
$288K – – –
PR
1961
Payden & Rygel
California
$288K – – –
CGH
1962
CMG Global Holdings
Texas
$287K -$117K -1,510 -29%
TSWM
1963
Tyler-Stone Wealth Management
Ohio
$287K +$11.3K +161 +4%
PCH
1964
PGIM Custom Harvest
New Jersey
$287K +$287K +4,083 New
SI
1965
Saxon Interests
Texas
$287K -$23.7K -338 -8%
RIA
1966
Regal Investment Advisors
Michigan
$287K +$287K +4,079 New
SWM
1967
Stockman Wealth Management
Montana
$286K -$7.09K -101 -2%
CD
1968
Chapin Davis
Maryland
$285K – – –
TFCP
1969
Twin Focus Capital Partners
Massachusetts
$284K – – –
SP
1970
Stonebrook Private
Michigan
$284K +$17.4K +248 +7%
SPF
1971
South Plains Financial
Texas
$284K +$284K +4,038 New
OWA
1972
Octavia Wealth Advisors
Ohio
$283K -$25.6K -364 -8%
NDSI
1973
Newman Dignan & Sheerar Inc
Rhode Island
$283K – – –
VDI
1974
Vaughan David Investments
Illinois
$283K +$70 +1 +0%
JHP
1975
James Hambro & Partners
United Kingdom
$282K -$12.3K -175 -4%
77 78
79
80 81