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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 %
PAG
2076
Powers Advisory Group
Illinois
$242K +$242K +3,441 New
MWA
2077
Motive Wealth Advisors
Michigan
$241K +$241K +3,433 New
CAWM
2078
Capital Advisors Wealth Management
Washington
$241K +$241K +3,428 New
FA
2079
Fountainhead AM
New Jersey
$241K +$241K +3,426 New
HWMG
2080
Hurlow Wealth Management Group
Indiana
$241K +$241K +3,426 New
CAM
2081
Claret Asset Management
Quebec, Canada
$239K +$239K +3,402 New
ET
2082
Entropy Technologies
New York
$239K +$239K +3,400 New
NCM
2083
Novare Capital Management
North Carolina
$239K -$18.3K -261 -7%
SIC
2084
SFE Investment Counsel
California
$239K +$239K +3,399 New
NJBEST
2085
New Jersey Better Educational Savings Trust
New Jersey
$239K +$239K +3,398 New
BFA
2086
Buttonwood Financial Advisors
Maryland
$238K +$238K +3,392 New
CST
2087
Charles Schwab Trust
Nevada
$238K +$238K +3,387 New
FWM
2088
Finer Wealth Management
Massachusetts
$238K +$238K +3,382 New
CSB
2089
City State Bank
Iowa
$237K – – –
CCM
2090
Chiron Capital Management
Florida
$237K -$473K -6,740 -67%
JTWM
2091
Jackson Thornton Wealth Management
Alabama
$236K +$236K +3,365 New
UBG
2092
United Bank (Georgia)
Georgia
$236K +$236K +3,357 New
FHA
2093
Flagship Harbor Advisors
Massachusetts
$235K -$17.8K -253 -7%
GA
2094
Geller Advisors
New York
$235K +$235K +3,342 New
FNWA
2095
Financial Network Wealth Advisors
Utah
$234K -$833K -11,853 -78%
CPCP
2096
Cedar Point Capital Partners
Iowa
$234K +$234K +3,332 New
CAL
2097
Capital Advisors Ltd
Ohio
$234K +$4.49K +64 +2%
IW
2098
Instrumental Wealth
Florida
$233K +$233K +3,012 New
BSB
2099
Bangor Savings Bank
Maine
$233K – – –
RA
2100
Rise Advisors
New York
$233K +$1.19K +17 +0.5%
82 83
84
85 86