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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 %
CMA
2426
Cedar Mountain Advisors
Oregon
$23.2K -$10.3K -146 -31%
T
2427
Tidemark
California
$22.7K +$5.69K +81 +33%
MSG
2428
Main Street Group
Virginia
$22.5K – – –
SSG
2429
Summit Securities Group
New York
$21.9K +$21.9K +312 New
PP
2430
PFS Partners
New Jersey
$21.8K – – –
CSWM
2431
Cassady Schiller Wealth Management
Ohio
$21.6K +$16.1K +229 +290%
NOI
2432
Newton One Investments
Delaware
$21.4K +$21.4K +305 New
IMC
2433
Investment Management Corporation
Virginia
$21.2K +$21.2K +302 New
RWS
2434
Retirement Wealth Solutions
Wisconsin
$21.1K +$21.1K +302 New
WIM
2435
Westside Investment Management
California
$21.1K – – –
BCM
2436
Berbice Capital Management
New York
$21.1K +$21.1K +300 New
CF
2437
Conquis Financial
California
$20.8K +$20.8K +296 New
BIM
2438
Breakwater Investment Management
Washington
$20.2K – – –
BGWM
2439
Bridge Generations Wealth Management
Florida
$19.7K +$19.7K +280 New
CFS
2440
CGC Financial Services
Oregon
$19.7K – – –
CCM
2441
Copeland Capital Management
Pennsylvania
$18.1K +$18.1K +258 New
HB
2442
Horizon Bancorp
Indiana
$18K – – –
CMP
2443
Coston McIsaac & Partners
Maine
$18K – – –
SC
2444
Stephens Consulting
Michigan
$18K -$6.95K -99 -28%
PP
2445
PrairieView Partners
Minnesota
$17K -$69K -994 -80%
HIW
2446
Holos Integrated Wealth
Pennsylvania
$16.3K +$16.3K +232 New
FCG
2447
Financial Connections Group
California
$16K – – –
KA
2448
Kozak & Associates
Colorado
$15.9K +$142 +2 +0.9%
KWAG
2449
Kiely Wealth Advisory Group
North Carolina
$15.8K – – –
NFSG
2450
Newbridge Financial Services Group
Florida
$15.8K +$15.8K +225 New
96 97
98
99 100