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 %
B
2101
BetterWealth
California
$233K +$233K +3,318 New
AWA
2102
Aletheian Wealth Advisors
Washington
$232K +$232K +3,307 New
WWG
2103
West Wealth Group
California
$232K +$232K +3,301 New
CC
2104
Copperleaf Capital
North Carolina
$232K +$232K +3,300 New
WCM
2105
Washington Capital Management
Washington
$232K +$232K +3,300 New
TWP
2106
Tempus Wealth Planning
California
$231K +$231K +3,291 New
OPWM
2107
Oregon Pacific Wealth Management
Oregon
$231K +$231K +3,290 New
BW
2108
BXM Wealth
Colorado
$230K +$230K +3,276 New
PSP
2109
Pacific Sage Partners
Washington
$230K +$230K +3,269 New
BWP
2110
BSW Wealth Partners
Colorado
$230K +$230K +3,268 New
PCMC
2111
Paragon Capital Management (Colorado)
Colorado
$229K +$229K +3,256 New
RFP
2112
Root Financial Partners
California
$228K +$228K +3,253 New
SFG
2113
Sunburst Financial Group
Alabama
$228K +$228K +3,252 New
BIG
2114
Builder Investment Group
Georgia
$228K -$70.2K -1,000 -24%
BL
2115
Balentine LLC
Georgia
$228K -$35.5K -506 -13%
ETS
2116
ESL Trust Services
New York
$228K +$222K +3,162 +3,593%
AIA
2117
Angeles Investment Advisors
California
$228K +$228K +3,250 New
RC
2118
Rovin Capital
Arizona
$228K +$228K +3,248 New
HIM
2119
Hanlon Investment Management
New Jersey
$228K +$228K +3,243 New
ARG
2120
Advisory Resource Group
Oklahoma
$227K +$227K +3,228 New
CFA
2121
Capstone Financial Advisors
Illinois
$227K +$227K +3,227 New
TCM
2122
Traynor Capital Management
Pennsylvania
$226K -$34.1K -486 -13%
GHA
2123
Granite Harbor Advisors
Texas
$226K +$226K +3,224 New
SWRP
2124
Summit Wealth & Retirement Planning
California
$226K +$226K +3,223 New
GFG
2125
Goldstone Financial Group
Illinois
$226K +$226K +3,223 New
83 84
85
86 87