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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 %
CB
2301
Community Bank
New York
$98.8K – – –
SA
2302
SRH Advisors
Kansas
$98.3K – – –
FP
2303
Financial Perspectives
Minnesota
$97.8K +$26.8K +382 +38%
NC
2304
NewSquare Capital
Pennsylvania
$97.3K +$85.6K +1,219 +734%
Loomis, Sayles & Company
2305
Loomis, Sayles & Company
Massachusetts
$97K +$13.7K +196 +16%
EAM
2306
Exane Asset Management
France
$96.9K +$96.9K +1,332 New
MSWM
2307
Mowery & Schoenfeld Wealth Management
Illinois
$96.4K +$96.4K +1,373 New
MMCM
2308
Murphy & Mullick Capital Management
New York
$95.3K +$95.3K +1,357 New
FC
2309
Family CFO
California
$94.6K – – –
MEG
2310
Millstone Evans Group
Colorado
$94.5K +$94.5K +1,346 New
KIG
2311
Kessler Investment Group
Indiana
$93.3K – – –
IBOK
2312
Independence Bank of Kentucky
Kentucky
$93K +$21.4K +304 +30%
TCM
2313
TruNorth Capital Management
Michigan
$91.3K – – –
USB
2314
Union Savings Bank
Connecticut
$90.8K – – –
VHAM
2315
Van Hulzen Asset Management
California
$90.3K +$90.3K +1,285 New
CYG
2316
Clean Yield Group
Vermont
$90K – – –
CAM
2317
Clarity Asset Management
Iowa
$89.2K +$281 +4 +0.3%
OP
2318
ORG Partners
Indiana
$89.1K +$422 +6 +0.5%
RAM
2319
Ramirez Asset Management
New York
$87.4K – – –
BA
2320
Bellwether Advisors
Nebraska
$86.7K +$86.7K +1,235 New
FLP
2321
Financial Life Planners
Arizona
$86.6K +$86.6K +1,233 New
IRAG
2322
Investment Research & Advisory Group
Georgia
$86K – – –
WWP
2323
WR Wealth Planners
Missouri
$86K +$11.4K +162 +15%
AIM
2324
Arcadia Investment Management
Michigan
$85.8K +$15.5K +221 +22%
FMTCOCP
2325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K -$1.34K -19 -2%
91 92
93
94 95