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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 %
GG
2001
Greenwood Gearhart
Arkansas
$271K +$271K +3,861 New
XSC
2002
X-Square Capital
Puerto Rico
$271K -$3.58K -51 -1%
BMCM
2003
Bryn Mawr Capital Management
Pennsylvania
$271K +$21K +299 +8%
FFA
2004
Fi3 Financial Advisors
Indiana
$271K +$271K +3,853 New
GWM
2005
Guardian Wealth Management
Illinois
$271K -$71.4K -1,017 -21%
CCAL
2006
City Center Advisors LLC
Michigan
$270K -$69K -982 -20%
PBF
2007
Petix & Botte Financial
California
$269K – – –
CCA
2008
Cottonwood Capital Advisors
Utah
$268K +$140 +2 +0.1%
FHC
2009
First Heartland Consultants
Missouri
$268K -$116K -1,655 -30%
SWIG
2010
Strategic Wealth Investment Group
Kentucky
$268K -$7.17K -102 -3%
CTA
2011
Colonial Trust Advisors
South Carolina
$267K -$63.4K -902 -19%
CCM
2012
Crabel Capital Management
California
$267K +$267K +3,798 New
AI
2013
AXS Investments
New York
$267K -$31.7K -451 -11%
4WM
2014
49 Wealth Management
Texas
$266K -$52.1K -742 -16%
HWM
2015
HRC Wealth Management
Idaho
$266K +$702 +10 +0.3%
IWP
2016
Invenio Wealth Partners
Florida
$266K – – –
BC
2017
Brio Consultants
California
$265K – – –
GSF
2018
Grove Street Fiduciary
New Hampshire
$265K +$265K +3,766 New
MCA
2019
Magnolia Capital Advisors
Mississippi
$264K +$264K +3,764 New
MCWS
2020
McKinley Carter Wealth Services
West Virginia
$264K +$264K +3,764 New
PCA
2021
Prosperity Capital Advisors
Ohio
$263K +$263K +3,745 New
FSA
2022
Financial Security Advisor
Virginia
$263K -$7.02K -100 -3%
W
2023
Wealthquest
Ohio
$262K +$262K +3,736 New
LA
2024
Lifeworks Advisors
Michigan
$262K +$262K +3,726 New
SIMG
2025
Sonora Investment Management Group
Arizona
$262K -$9.62K -137 -4%
79 80
81
82 83