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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 %
CIR
2226
Clear Investment Research
Georgia
$192K – – –
MHR
2227
Matthew Hamilton Rosenberg
$189K +$8.5K +121 +5%
SO
2228
Sierra Ocean
California
$188K +$188K +2,682 New
C
2229
Covestor
United Kingdom
$186K +$92.6K +1,316 +99%
NMG
2230
New Millennium Group
Utah
$185K +$913 +13 +0.5%
PH
2231
Pinnacle Holdings
Oklahoma
$183K -$42.1K -599 -19%
LJHT
2232
Laurie J. Hall Trustee
$183K -$52.4K -745 -22%
MTIC
2233
Missouri Trust & Investment Company
Missouri
$183K – – –
1L
2234
10Elms LLP
Oklahoma
$183K +$183K +2,601 New
PFA
2235
Pathway Financial Advisers
Indiana
$182K – – –
CB
2236
CNB Bank
Pennsylvania
$179K -$70 -1 -0%
GL
2237
GHE LLC
Tennessee
$177K – – –
CBT
2238
Crews Bank & Trust
Florida
$171K +$171K +2,437 New
PAG
2239
Paladin Advisory Group
Iowa
$169K -$37.5K -534 -18%
EFG
2240
Ethos Financial Group
Pennsylvania
$166K +$166K +2,367 New
HWM
2241
Hemington Wealth Management
Virginia
$166K +$19.5K +278 +13%
ECM
2242
Elgethun Capital Management
South Dakota
$161K -$6.2M -88,263 -97%
DIP
2243
DT Investment Partners
Pennsylvania
$159K -$111K -1,584 -41%
PCWA
2244
Pacific Capital Wealth Advisors
California
$158K -$38.8K -553 -20%
AAG
2245
Armstrong Advisory Group
Massachusetts
$157K +$17.7K +252 +13%
GCM
2246
Gables Capital Management
Florida
$155K – – –
JGIA
2247
Jackson Grant Investment Advisers
Connecticut
$154K – – –
FWA
2248
Flagship Wealth Advisors
Massachusetts
$154K +$154K +2,191 New
PA
2249
PSI Advisors
Florida
$152K +$70 +1 +0%
AIM
2250
Acropolis Investment Management
Missouri
$148K – – –
88 89
90
91 92