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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 %
RFG
2376
REAP Financial Group
Texas
$48.8K +$34.1K +486 +233%
QPBE
2377
Quintet Private Bank (Europe)
Luxembourg
$48.3K +$48.3K +688 New
HNW
2378
High Note Wealth
Minnesota
$47.8K +$47.8K +680 New
TCG
2379
Transcendent Capital Group
Oklahoma
$46K – – –
PPC
2380
Park Place Capital
Alabama
$43.9K – – –
FGA
2381
Fortis Group Advisors
New Jersey
$43.5K – – –
HC
2382
Hurley Capital
New York
$42.5K +$42.5K +581 New
Aristotle Capital Management
2383
Aristotle Capital Management
California
$42.1K – – –
AWM
2384
AllSquare Wealth Management
New York
$42.1K – – –
FWM
2385
FSA Wealth Management
Massachusetts
$42K – – –
MDA
2386
Minot DeBlois Advisors
Massachusetts
$39.2K +$39.2K +558 New
SJIM
2387
St. Johns Investment Management
Florida
$38.8K – – –
WA
2388
WPG Advisers
Maryland
$37.9K +$37.9K +539 New
MSWA
2389
Marshall & Sterling Wealth Advisors
New York
$37.6K +$37.6K +535 New
BCPWM
2390
Bradley & Co Private Wealth Management
Florida
$37.5K +$37.5K +534 New
BTD
2391
BankPlus Trust Department
Mississippi
$35.1K +$35.1K +500 New
OCM
2392
Orion Capital Management
California
$35.1K +$35.1K +500 New
EFMH
2393
E Fund Management (HK)
Hong Kong
$35K +$35K +496 New
DF
2394
Dunhill Financial
United Kingdom
$34.9K +$13.6K +193 +64%
BAM
2395
Byrne Asset Management
New Jersey
$34.4K – – –
JFG
2396
JDM Financial Group
Texas
$34.1K – – –
AT
2397
Arlington Trust
Alabama
$34.1K – – –
BC
2398
Barrett & Company
Rhode Island
$33.5K – – –
PWMG
2399
Private Wealth Management Group
New Jersey
$32.1K – – –
DRP
2400
Decker Retirement Planning
Utah
$31.6K +$31.6K +450 New
94 95
96
97 98