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 %
EWM
2126
Executive Wealth Management
Michigan
$226K +$226K +3,211 New
CWA
2127
Consilio Wealth Advisors
Washington
$225K +$225K +3,209 New
IAG
2128
Investment Advisory Group
Massachusetts
$225K -$195K -2,770 -46%
CIA
2129
Caledonia Investments (Australia)
Australia
$225K +$225K +3,198 New
JWM
2130
Jessup Wealth Management
Ohio
$224K +$224K +3,194 New
DDC
2131
DF Dent & Co
Maryland
$224K -$705K -10,039 -76%
BAM
2132
Brave Asset Management
New Jersey
$224K -$113K -1,604 -33%
WP
2133
WealthPLAN Partners
Nebraska
$224K +$224K +3,184 New
FMN
2134
Financial Management Network
California
$224K -$36.3K -509 -14%
CAI
2135
Capital Advisors Inc
Oklahoma
$223K +$223K +3,170 New
FWM
2136
Forza Wealth Management
Florida
$222K +$222K +3,164 New
BIM
2137
Baldwin Investment Management
Pennsylvania
$221K +$221K +3,153 New
HBW
2138
Hazlett, Burt & Watson
West Virginia
$221K – – –
IA
2139
IFG Advisory
Georgia
$221K +$221K +3,145 New
HPBT
2140
Hickory Point Bank & Trust
Illinois
$221K +$221K +3,142 New
IF
2141
Ironwood Financial
Arizona
$221K +$221K +3,141 New
PS
2142
Planned Solutions
California
$221K -$281 -4 -0.1%
NB
2143
Northwest Bancshares
Pennsylvania
$220K +$220K +3,139 New
OHWP
2144
Oak Harbor Wealth Partners
North Carolina
$220K +$220K +3,138 New
CCS
2145
Concentric Capital Strategies
Connecticut
$220K -$871K -12,394 -80%
HFAS
2146
Hummer Financial Advisory Services
Illinois
$220K +$220K +3,126 New
FA
2147
Fermata Advisors
California
$219K -$80.2K -1,142 -27%
MAG
2148
MRA Advisory Group
New Jersey
$219K +$219K +3,121 New
FM
2149
Foster & Motley
Ohio
$219K -$140K -1,991 -39%
SCG
2150
Sonata Capital Group
Washington
$219K +$219K +3,115 New
84 85
86
87 88