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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 %
PAM
2401
Parvin Asset Management
South Dakota
$31.6K +$31.6K +450 New
SWM
2402
Sanctuary Wealth Management
Idaho
$30.6K – – –
MA
2403
Modus Advisors
Minnesota
$30.3K +$30.3K +432 New
BAM
2404
Bellevue Asset Management
Washington
$30.2K – – –
MFA
2405
McClarren Financial Advisors
Pennsylvania
$30K +$30K +432 New
SIS
2406
Strategic Investment Solutions
Illinois
$29.9K – – –
RS
2407
Rakuten Securities
Japan
$29.8K +$16.6K +237 +127%
MCM
2408
MidAtlantic Capital Management
Virginia
$29.6K -$12.5K -178 -30%
MLA
2409
MB, Levis & Associates
Pennsylvania
$29.4K – – –
TWD
2410
True Wealth Design
Ohio
$29.2K +$2.53K +36 +9%
LC
2411
Lavaca Capital
Texas
$28.9K +$28.9K +412 New
KPP
2412
Kings Path Partners
Texas
$28.1K – – –
ICCON
2413
Investment Counsel Company of Nevada
Nevada
$28.1K +$28.1K +400 New
BP
2414
BNP Paribas
France
$28.1K +$28.1K +400 New
CAM
2415
Costello Asset Management
Pennsylvania
$28K – – –
VWM
2416
Valley Wealth Managers
New Jersey
$27.1K – – –
HDIM
2417
Hanson & Doremus Investment Management
Vermont
$27K – – –
MWM
2418
Mascoma Wealth Management
New Hampshire
$26.6K – – –
RWM
2419
Rialto Wealth Management
New York
$26.4K +$26.4K +376 New
WI
2420
Wintrust Investments
Illinois
$25K -$31.4K -449 -56%
AIC
2421
Archer Investment Corporation
Indiana
$24.7K – – –
MIM
2422
Meridiem Investment Management
United Kingdom
$24.6K – – –
NRG
2423
Nemes Rush Group
Michigan
$24K +$16.6K +237 +228%
FIA
2424
FPC Investment Advisory
California
$23.9K +$23.9K +303 New
RTL
2425
Red Tortoise LLC
Georgia
$23.6K – – –
95 96
97
98 99