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Wells Fargo

2,557 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 457 funds opening new positions, 830 increasing their positions, 938 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 457 | Existing positions closed: 97

47% more funds holding in top 10

Funds holding in top 10: 6088 (+28)

25% more capital invested

Capital invested by funds: $143B → $178B (+$35.4B)

14% more funds holding

Funds holding: 2,2402,557 (+317)

14% more call options, than puts

Call options by funds: $5.27B | Put options by funds: $4.62B

1.66% more ownership

Funds ownership: 74.23%75.89% (+1.7%)

12% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 938

Holders
2,557
Holders Change
+317
Holders Change %
+14.15%
% of All Funds
33.68%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.16%
New
457
Increased
830
Reduced
938
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B
Name Holding Trade Value Shares
Change
Change in
Stake
KA
2476
Kozak & Associates
Colorado
$15.9K +$137 +2 +0.9%
KWAG
2477
Kiely Wealth Advisory Group
North Carolina
$15.8K
NFSG
2478
Newbridge Financial Services Group
Florida
$15.8K +$15.4K +225 New
CWM
2479
Consultiva Wealth Management
Puerto Rico
$14.5K +$14.1K +207 New
PGAM
2480
Princeton Global Asset Management
New Jersey
$14K +$68 +1 +0.5%
GWSA
2481
Global Wealth Strategies & Associates
Colorado
$13.6K
AFG
2482
Albion Financial Group
Utah
$13.3K +$8.4K +123 +184%
ACM
2483
Anfield Capital Management
California
$13.3K
PS
2484
Pinney & Scofield
Massachusetts
$12.7K +$12.4K +181 New
OLVIG
2485
Oliver Lagore Vanvalin Investment Group
Michigan
$12.3K -$5.12K -75 -30%
HCA
2486
Harbor Capital Advisors
Illinois
$12K -$751 -11 -6%
CP
2487
Castleview Partners
Texas
$11.8K +$11.5K +168 New
LIS
2488
Legacy Investment Solutions
Idaho
$11.3K
LWMI
2489
Legacy Wealth Management (Idaho)
Idaho
$11.3K
WWM
2490
Wolff Wiese Magana
California
$11.2K -$4.1K -60 -27%
NA
2491
Nordwand Advisors
Pennsylvania
$11.2K
TLA
2492
Tanglewood Legacy Advisors
Texas
$10.9K
LFA
2493
Legend Financial Advisors
Pennsylvania
$10.7K +$10.4K +153 New
TCA
2494
Trifecta Capital Advisors
Illinois
$10.7K
AEPWM
2495
Atlantic Edge Private Wealth Management
Florida
$10.5K
SC
2496
Swan Capital
Florida
$10.5K
FWM
2497
FLP Wealth Management
Arkansas
$10.2K +$9.9K +145 New
RAM
2498
Riggs Asset Management
Pennsylvania
$10.1K
RDFA
2499
Ritter Daniher Financial Advisory
Ohio
$10.1K -$1.09K -16 -10%
SIM
2500
Synergy Investment Management
Florida
$10.1K +$9.83K +144 New

WFC Hedge Fund Activity: Q4 2024 in Review

2,557 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2024, worth a combined $178B — up 25% from $143B a quarter earlier.

Buyers outnumbered sellers: 457 funds opened new WFC positions and 97 closed out — a net gain of 360 holders — while 830 added to existing stakes and 938 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $970M. The largest seller was Arrowstreet Capital, cutting an estimated $1.37B.

  • 2,557 institutional investors held Wells Fargo (WFC) as of Q4 2024, up from 2,240 in Q3 2024.
  • Funds reported $178B of Wells Fargo stock for Q4 2024, up 25% quarter-over-quarter.
  • 457 funds opened new Wells Fargo positions in Q4 2024 and 97 closed out, a net change of +360 holders.
  • The largest Wells Fargo buyer in Q4 2024 was Capital Research Global Investors, an estimated $970M added.
  • The largest Wells Fargo seller in Q4 2024 was Arrowstreet Capital, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2024.