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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 %
ATC
2276
Adirondack Trust Company
New York
$120K – – –
GWP
2277
Gen-Wealth Partners
Michigan
$120K +$84.8K +1,207 +241%
FCT
2278
First Community Trust
Iowa
$120K – – –
RL
2279
Rogco LP
Oklahoma
$117K – – –
CFS
2280
Compass Financial Services
Iowa
$117K +$117K +1,664 New
LAMC
2281
Longview Asset Management (California)
California
$116K +$116K +1,653 New
PWMG
2282
Prestige Wealth Management Group
New Jersey
$113K – – –
AA
2283
Addison Advisors
Vermont
$111K +$351 +5 +0.3%
BHWM
2284
Bay Harbor Wealth Management
Maryland
$110K +$3.79K +54 +4%
KBFS
2285
Kohmann Bosshard Financial Services
Ohio
$110K +$110K +1,564 New
QL
2286
Quarry LP
New York
$108K +$108K +1,534 New
RMP
2287
Richards, Merrill & Peterson
Washington
$108K +$108K +1,532 New
CM
2288
Capula Management
Cayman Islands
$107K +$23.9K +340 +29%
BONH
2289
Bank of New Hampshire
New Hampshire
$106K +$20.7K +295 +24%
ANBT
2290
American National Bank & Trust
Texas
$105K -$17.8K -254 -15%
BCMLT
2291
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K +$281 +4 +0.3%
PFG
2292
Putney Financial Group
California
$103K +$103K +1,471 New
CA
2293
Centerpoint Advisors
Massachusetts
$103K – – –
HIM
2294
Hillsdale Investment Management
Ontario, Canada
$103K -$267K -3,800 -72%
CHC
2295
City Holding Co
West Virginia
$103K +$21.1K +300 +26%
CCA
2296
Catalyst Capital Advisors
New York
$102K -$96.4K -1,373 -49%
UIA
2297
Ulland Investment Advisors
Minnesota
$101K – – –
CT
2298
Clearstead Trust
Maine
$101K – – –
CWM
2299
Cranbrook Wealth Management
Michigan
$100K – – –
SIC
2300
SJS Investment Consulting
Ohio
$100K -$5.27K -75 -5%
90 91
92
93 94