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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 %
SNB
2351
Security National Bank
Nebraska
$62.9K – – –
MAM
2352
Meeder Asset Management
Ohio
$62.8K -$2.46K -35 -4%
CWM
2353
Crowley Wealth Management
Delaware
$61.9K +$61.9K +881 New
CPG
2354
Cornerstone Planning Group
New Jersey
$60.6K +$8.66K +111 +17%
SRCM
2355
Signature Resources Capital Management
California
$59.8K – – –
TIM
2356
Tortoise Investment Management
New York
$59.7K +$1.55K +22 +3%
LFASL
2357
Lugano Financial Advisors SA (LFA)
Switzerland
$59.6K – – –
WA
2358
Whipplewood Advisors
Colorado
$56.5K +$56.5K +804 New
TPW
2359
Talon Private Wealth
Florida
$56.3K +$48K +683 +579%
ATC
2360
Advantage Trust Company
Kansas
$56.2K – – –
Q1WB
2361
Quest 10 Wealth Builders
Virginia
$56K +$56K +797 New
FC
2362
Fairscale Capital
New Hampshire
$54.8K – – –
CTB
2363
Country Trust Bank
Illinois
$54.6K – – –
FMP
2364
Financial Management Professionals
Texas
$54.4K +$2.11K +30 +4%
BL
2365
BFSG LLC
California
$54.2K +$70 +1 +0.1%
MFG
2366
Mendota Financial Group
Wisconsin
$53.9K -$30.8K -439 -36%
VFM
2367
Vision Financial Markets
Connecticut
$53.8K +$53.8K +766 New
HGERS
2368
Householder Group Estate & Retirement Specialist
Arizona
$52K -$102K -1,456 -66%
CWM
2369
Centricity Wealth Management
Ohio
$51.5K +$51.5K +733 New
BOJHT
2370
Bank of Jackson Hole Trust
Wyoming
$51.4K +$51.4K +732 New
RFA
2371
Reyes Financial Architecture
California
$51.1K +$51.1K +728 New
HC
2372
Hoese & Co
Minnesota
$50.9K – – –
VWA
2373
Valued Wealth Advisors
Utah
$50.2K +$15.7K +224 +46%
TC
2374
Truvestments Capital
Florida
$50.2K +$13.6K +194 +37%
PPA
2375
Painted Porch Advisors
California
$49.5K – – –
93 94
95
96 97