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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 %
SIG
2026
Sargent Investment Group
Maryland
$261K +$261K +3,704 New
UCB
2027
United Community Bank
South Carolina
$261K +$12.9K +183 +5%
ICP
2028
Impact Capital Partners
Colorado
$261K +$261K +3,716 New
FIB
2029
First Interstate Bank
Montana
$261K -$40.4K -575 -13%
TNBTD
2030
Trustmark National Bank Trust Department
Mississippi
$260K -$77.6K -1,105 -23%
RFN
2031
RDA Financial Network
Iowa
$260K +$260K +3,706 New
MCWA
2032
Meadow Creek Wealth Advisors
Georgia
$259K +$8.78K +125 +4%
OWA
2033
Outlook Wealth Advisors
Texas
$259K +$140 +2 +0.1%
WI
2034
Wedgewood Investors
Pennsylvania
$259K -$14K -200 -5%
TSMHT
2035
Thurston Springer Miller Herd & Titak
Indiana
$258K +$12.3K +175 +5%
ATS
2036
Ashton Thomas Securities
New York
$258K +$39.4K +562 +18%
MFS
2037
Madrona Financial Services
Washington
$258K +$258K +3,668 New
FOA
2038
Five Oceans Advisors
California
$257K -$60.9K -867 -19%
JWS
2039
Juncture Wealth Strategies
Arizona
$256K +$256K +3,650 New
SWM
2040
Seed Wealth Management
Illinois
$256K – – –
IP
2041
Ignite Planners
California
$255K +$255K +3,579 New
EWM
2042
Endowment Wealth Management
Wisconsin
$254K +$1.41K +20 +0.6%
BFO
2043
Boston Family Office
Massachusetts
$254K – – –
JSSH
2044
J. Safra Sarasin Holding
$254K +$254K +3,614 New
EWS
2045
Eagle Wealth Strategies
New Jersey
$254K +$4K +57 +2%
FA
2046
FDx Advisors
Illinois
$253K -$8.09K -115 -3%
SF
2047
SWP Financial
California
$253K +$253K +3,597 New
BFA
2048
Beacon Financial Advisory
Ohio
$252K +$252K +3,587 New
TPA
2049
Trivium Point Advisory
Connecticut
$251K +$38.1K +542 +18%
BMO
2050
Beck Mack & Oliver
New York
$251K +$251K +3,572 New
80 81
82
83 84