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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 %
AAS
2151
Asset Allocation Strategies
Michigan
$218K +$218K +2,756 New
CWA
2152
CM Wealth Advisors
Ohio
$218K +$218K +3,110 New
AT
2153
American Trust
Kentucky
$218K +$218K +3,103 New
WFA
2154
West Financial Advisors
Iowa
$218K +$14.7K +209 +7%
MCCA
2155
Mill Creek Capital Advisors
Pennsylvania
$217K +$217K +3,094 New
KOMWMG
2156
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$217K +3,092 New
GBT
2157
Grove Bank & Trust
Florida
$217K -$15.9K -227 -7%
WC
2158
Woodstock Corp
Massachusetts
$217K -$59.4K -845 -22%
NCMW
2159
Northern Capital Management (Washington)
Washington
$217K +$217K +3,084 New
KAM
2160
KEB Asset Management
Illinois
$217K +$217K +3,083 New
BIA
2161
Bell Investment Advisors
California
$216K -$3.58K -51 -2%
NG
2162
Novem Group
New York
$216K +$216K +3,076 New
SWM
2163
Sculati Wealth Management
Michigan
$216K +$216K +3,074 New
RWM
2164
RKL Wealth Management
Pennsylvania
$216K +$216K +3,072 New
MWM
2165
Merriman Wealth Management
Washington
$215K +$215K +3,115 New
SFS
2166
Strategic Financial Services
New York
$215K +$215K +3,061 New
SHWM
2167
Smith & Howard Wealth Management
Georgia
$215K +$215K +3,060 New
OAS
2168
Optivise Advisory Services
Tennessee
$215K +$215K +3,059 New
GS
2169
Gagnon Securities
New York
$215K – – –
LS
2170
Leelyn Smith
Illinois
$214K +$214K +3,050 New
TA
2171
TFB Advisors
Kansas
$214K +$214K +3,048 New
LA
2172
LM Advisors
California
$214K +$214K +3,049 New
TC
2173
TFR Capital
Texas
$214K +$214K +3,042 New
NWM
2174
Northcape Wealth Management
New York
$214K +$214K +3,040 New
DIP
2175
Davis Investment Partners
North Carolina
$213K +$213K +3,043 New
85 86
87
88 89