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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 %
VC
2176
Veery Capital
Delaware
$213K +$213K +3,030 New
CF
2177
Convergence Financial
Missouri
$212K +$212K +3,024 New
HPM
2178
Hoxton Planning & Management
West Virginia
$212K +$212K +3,015 New
HFRG
2179
Houlihan Financial Resource Group
Virginia
$211K +$211K +3,009 New
TIP
2180
Torray Investment Partners
Maryland
$211K +$211K +3,000 New
BWM
2181
Buckley Wealth Management
Nevada
$211K +$211K +3,000 New
ANC
2182
Ames National Corp
Iowa
$211K +$211K +3,000 New
SWP
2183
Strategic Wealth Partners
Ohio
$211K +$211K +2,672 New
WDG
2184
Wealth Dimensions Group
Ohio
$210K +$210K +2,995 New
SFG
2185
Sovereign Financial Group
Connecticut
$210K +$210K +2,991 New
GWM
2186
GDS Wealth Management
Texas
$209K +$209K +2,982 New
VCM
2187
Vivaldi Capital Management
Illinois
$209K +$209K +2,687 New
CAM
2188
CPA Asset Management
Florida
$209K +$209K +2,980 New
SWA
2189
SOA Wealth Advisors
New York
$209K – – –
VFG
2190
Victory Financial Group
Texas
$209K +$209K +2,977 New
BWM
2191
BNC Wealth Management
Oregon
$208K -$241K -3,428 -54%
FCA
2192
FLC Capital Advisors
California
$208K +$208K +2,965 New
BFA
2193
Beaumont Financial Advisors
Massachusetts
$208K +$208K +2,958 New
API
2194
Asset Planning Inc
California
$208K +$208K +2,957 New
SSC
2195
Syverson Strege & Co
Iowa
$207K +$207K +2,948 New
VBA
2196
von Borstel & Associates
Oregon
$207K +$207K +2,950 New
UFA
2197
Uptown Financial Advisors
Texas
$207K +$207K +2,940 New
BFWM
2198
Bright Futures Wealth Management
New York
$206K -$48.3K -616 -19%
KWM
2199
Kolinsky Wealth Management
New Jersey
$206K +$206K +2,926 New
CIAM
2200
Caitong International Asset Management
Hong Kong
$205K +$205K +2,924 New
86 87
88
89 90