WELLS FARGO & COMPANY/MN

Q4 2024 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
7,061
Total value ($000)
$443,369,428
Net value change ($000)
+1,628,971 (0.4%)
New positions
283
Sold out positions
220
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BLK 2,614,685 NEW
SPY 1,491,932 24.4%
IVV 1,299,555 14.1%
AVGO 1,295,805 30.5%
AMZN 989,993 17.9%
AAPL 727,739 5.3%
NVDA 717,439 11.2%
JPM 647,312 12.5%
ANET 485,660 NEW
TSLA 461,045 52.0%
Top Reduces (Value $000, Stocks/ETFs)
BLK -2,462,687 -100.0%
UNH -1,200,012 -25.9%
AMGN -553,848 -22.9%
MSFT -535,423 -3.6%
LMT -514,744 -35.1%
LRCX -509,401 -100.0%
LIN -474,707 -22.9%
JNJ -434,335 -14.5%
NEE -417,414 -16.0%
ANET -413,788 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 27,519,227 (6.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type