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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 %
CFS
2201
CRA Financial Services
New Jersey
$205K +$205K +2,917 New
HVIA
2202
Hudson Valley Investment Advisors
New York
$205K +$205K +2,915 New
O3W
2203
Omni 360 Wealth
New Jersey
$204K +$204K +2,908 New
HL
2204
HeadInvest LLC
Maine
$204K +$204K +2,905 New
EIA
2205
Edgemoor Investment Advisors
Maryland
$204K +$204K +2,904 New
CBB
2206
Citizens Business Bank
California
$204K – – –
GD
2207
Grandfield & Dodd
New York
$204K +$204K +2,898 New
AA
2208
Apriem Advisors
California
$203K +$203K +2,896 New
IWN
2209
Independent Wealth Network
Iowa
$203K +$203K +2,895 New
SCA
2210
Scott Capital Advisors
Oregon
$203K +$203K +2,879 New
SPG
2211
Strategic Planning Group
Utah
$203K +$203K +2,891 New
KL
2212
KWMG LLC
Kansas
$203K +$203K +2,889 New
MAM
2213
McLean Asset Management
Virginia
$202K +$202K +2,873 New
RIM
2214
RW Investment Management
Idaho
$202K +$202K +2,872 New
NCM
2215
Nelson Capital Management
California
$201K +$201K +2,868 New
ACA
2216
American Capital Advisory
Idaho
$201K +$140 +2 +0.1%
HGWM
2217
Horst & Graben Wealth Management
Oregon
$201K +$201K +2,855 New
EFSCE
2218
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$201K +2,855 New
KFA
2219
Kapstone Financial Advisors
Ohio
$200K +$200K +2,557 New
CFD
2220
Creative Financial Designs
Indiana
$199K -$5.48K -78 -3%
PIA
2221
Powell Investment Advisors
Florida
$198K – – –
PSFG
2222
Park Square Financial Group
Georgia
$196K +$196K +2,794 New
WPA
2223
West Paces Advisors
Georgia
$196K – – –
OCM
2224
Osterweis Capital Management
California
$193K -$76.4K -1,088 -28%
WAS
2225
Winch Advisory Services
Wisconsin
$193K +$64.3K +915 +50%
87 88
89
90 91