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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 %
SIA
1976
SGL Investment Advisors
Montana
$282K -$1.98K -25 -0.7%
CCA
1977
Cooper Capital Advisors
California
$282K +$282K +4,012 New
EP
1978
EPIQ Partners
Minnesota
$281K -$59.9K -853 -18%
UBV
1979
United Bank (Virginia)
Virginia
$281K – – –
CAL
1980
Capital Analysts LLC
Pennsylvania
$280K +$53.1K +759 +23%
SAM
1981
SignalPoint Asset Management
Missouri
$279K – – –
AWA
1982
Acorn Wealth Advisors
Michigan
$279K -$19.3K -275 -6%
SXL
1983
Summit X LLC
Missouri
$278K +$24.7K +352 +10%
TI
1984
tru Independence
Oregon
$278K -$7.92M -112,759 -97%
BOH
1985
Bank of Hawaii
Hawaii
$278K -$54.4K -774 -16%
HWMO
1986
Heritage Wealth Management (Ohio)
Ohio
$278K +$14.8K +210 +6%
TW
1987
Towerpoint Wealth
California
$277K – – –
LSWP
1988
Liberty Square Wealth Partners
Pennsylvania
$277K +$277K +3,465 New
WG
1989
Wealth Group
North Carolina
$277K +$28.5K +406 +11%
SCM
1990
Stordahl Capital Management
Colorado
$276K +$276K +3,934 New
EIG
1991
Ellenbecker Investment Group
Wisconsin
$276K -$34.6K -493 -11%
PCMN
1992
Paradigm Capital Management (Nevada)
Nevada
$275K – – –
PCA
1993
Peddock Capital Advisors
Massachusetts
$274K – – –
CFG
1994
CKW Financial Group
Hawaii
$274K -$77.3K -1,100 -22%
CAM
1995
Cozad Asset Management
Illinois
$273K – – –
FPF
1996
First Pacific Financial
Washington
$272K – – –
BFM
1997
Boston Financial Management
Massachusetts
$272K -$11.2K -159 -4%
CPWA
1998
Cerro Pacific Wealth Advisors
California
$272K +$9.43K +167 +4%
BWP
1999
Bernardo Wealth Planning
Pennsylvania
$272K +$3.22K +46 +1%
CNB
2000
Camden National Bank
Maine
$272K -$57.9K -825 -18%
78 79
80
81 82