WFC icon

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 %
FFL
2326
Financial Freedom LLC
Ohio
$84.6K +$281 +4 +0.3%
OPTFSNA
2327
Old Point Trust & Financial Services N A
Virginia
$83.1K – – –
SVCP
2328
Silicon Valley Capital Partners
California
$81.4K +$4.14K +59 +5%
FFA
2329
Frazier Financial Advisors
Ohio
$80.4K -$1.69K -24 -2%
BHWM
2330
Beaird Harris Wealth Management
Texas
$79K +$23K +327 +41%
BWL
2331
Bogart Wealth LLC
Virginia
$78.5K +$15.4K +219 +24%
EBA
2332
Eagle Bay Advisors
New York
$77.4K -$37K -527 -32%
RJA
2333
Ross\Johnson & Associates
Minnesota
$77.2K +$77.2K +1,099 New
OIA
2334
Optimum Investment Advisors
Illinois
$75.6K – – –
AWM
2335
Atticus Wealth Management
Florida
$73.8K -$29.2K -416 -28%
NECFA
2336
New England Capital Financial Advisors
Connecticut
$73.4K -$3.44K -49 -4%
PAI
2337
Pittenger & Anderson Inc
Nebraska
$72.7K – – –
CAM
2338
Creekmur Asset Management
Illinois
$72.3K – – –
RPA
2339
Redwood Park Advisors
California
$70.5K +$70.5K +1,003 New
BGA
2340
Battery Global Advisors
Massachusetts
$70.2K – – –
KFP
2341
Keener Financial Planning
Texas
$70K – – –
BWM
2342
Bernard Wealth Management
Michigan
$70K +$70K +996 New
MB
2343
Mizuho Bank
Japan
$68.8K +$68.8K +980 New
FDCP
2344
Foster Dykema Cabot & Partners
Massachusetts
$68.8K – – –
RFS
2345
Richardson Financial Services
Massachusetts
$68.6K -$1.48K -21 -2%
MFT
2346
Moisand Fitzgerald Tamayo
Florida
$67.8K – – –
CJL
2347
Cyrus J. Lawrence
New York
$66K -$11.7K -167 -15%
FGC
2348
Financial Gravity Companies
Texas
$65.2K +$65.2K +928 New
XC
2349
XY Capital
Hong Kong
$63.6K +$63.6K +905 New
LG
2350
LAM Group
Oregon
$63.2K – – –
92 93
94
95 96