WFC icon

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 %
CMAI
2051
Capital Management Associates Inc
Minnesota
$251K -$37.3K -531 -13%
CB
2052
Centennial Bank
Arkansas
$250K -$9.06K -129 -3%
VSQM
2053
V-Square Quantitative Management
Illinois
$250K -$30.8K -438 -11%
BWA
2054
Bordeaux Wealth Advisors
California
$249K +$249K +3,552 New
DFCM
2055
Dark Forest Capital Management
Puerto Rico
$249K -$979K -13,932 -80%
JWM
2056
JGP Wealth Management
Oregon
$248K +$248K +3,533 New
CWA
2057
Centennial Wealth Advisory
Michigan
$248K -$9.41K -134 -4%
AIM
2058
Avity Investment Management
Connecticut
$248K +$248K +3,525 New
WCFA
2059
Walkner Condon Financial Advisors
Wisconsin
$246K +$246K +3,507 New
CIS
2060
Custom Index Systems
New York
$246K +$246K +3,500 New
BBA
2061
Braun-Bostich & Associates
Pennsylvania
$246K +$246K +3,498 New
TFIPS
2062
Towarzystwo Funduszy Inwestycyjnych PZU SA
$245K +$37.9K +540 +18%
ALA
2063
Atlas Legacy Advisors
California
$245K +$245K +3,486 New
TTWM
2064
TCV Trust & Wealth Management
Virginia
$244K +$244K +3,476 New
NG
2065
Northstar Group
New York
$244K +$244K +3,474 New
GWM
2066
Greenwich Wealth Management
Connecticut
$244K +$244K +3,475 New
SFC
2067
Sprinkle Financial Consultants
Colorado
$244K +$244K +3,473 New
QPW
2068
Quantum Private Wealth
Florida
$243K +$243K +3,463 New
LWM
2069
Lionshead Wealth Management
New York
$243K +$243K +3,462 New
GGS
2070
Galvin Gaustad & Stein
Arizona
$243K +$243K +3,462 New
CTWM
2071
Cherry Tree Wealth Management
Minnesota
$243K – – –
ANB
2072
Amarillo National Bank
Texas
$242K +$242K +3,450 New
MWM
2073
McMill Wealth Management
Nebraska
$242K +$242K +3,449 New
AC
2074
Addison Capital
Pennsylvania
$242K -$39.5K -562 -14%
SF
2075
Symphony Financial
Texas
$242K +$242K +3,106 New
81 82
83
84 85