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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 %
CWC
2251
Carolinas Wealth Consulting
North Carolina
$146K +$20.6K +293 +16%
SWM
2252
Sugarloaf Wealth Management
Georgia
$144K -$7.02K -100 -5%
BTC
2253
Bank & Trust Company
Illinois
$143K – – –
SR
2254
Syntax Research
Florida
$143K – – –
GFPC
2255
Global Financial Private Client
Florida
$142K -$47.5K -676 -25%
BFPW
2256
BOK Financial Private Wealth
Colorado
$141K -$41.6K -592 -23%
TC
2257
Trust Company
Kansas
$141K -$5.9K -84 -4%
SOAMC
2258
Spirit of America Management Corp
New York
$140K – – –
CCMI
2259
Creative Capital Management Investments
California
$140K – – –
HCM
2260
Hollencrest Capital Management
California
$139K +$5.62K +80 +4%
OAM
2261
Ostrum Asset Management
France
$136K -$5.69K -81 -4%
JEST
2262
JTC Employer Solutions Trustee
Jersey
$134K – – –
NCM
2263
Northwest Capital Management
Oregon
$134K – – –
ME
2264
McIlrath & Eck
Washington
$133K +$49.4K +704 +59%
SFG
2265
Stonebridge Financial Group
Pennsylvania
$133K +$133K +1,897 New
GEA
2266
Glen Eagle Advisors
New Jersey
$132K -$2.11K -30 -2%
CJH
2267
Christopher J. Hasenberg
Wisconsin
$127K – – –
HWA
2268
Heritage Wealth Advisors
Virginia
$127K – – –
GJIA
2269
Glass Jacobson Investment Advisors
Maryland
$126K +$36.2K +516 +40%
RTC
2270
Riverview Trust Company
Washington
$126K +$983 +14 +0.8%
AWM
2271
Abound Wealth Management
Tennessee
$124K -$913 -13 -0.7%
KFI
2272
Key Financial Inc
Pennsylvania
$123K +$4.99K +71 +4%
AA
2273
AlphaCentric Advisors
Puerto Rico
$122K -$6.11K -87 -5%
SAM
2274
Sherman Asset Management
California
$121K +$121K +1,729 New
FUBT
2275
First United Bank & Trust
Maryland
$121K -$35.1K -500 -23%
89 90
91
92 93