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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
ACA
2501
Atlas Capital Advisors
Wyoming
$9.55K
BC
2502
Broadwater Capital
Massachusetts
$9.34K
MAS
2503
MPWM Advisory Solutions
Georgia
$9.32K +$9.01K +132 New
OAJ
2504
Ogorek Anthony Joseph
New York
$9K
MAM
2505
Morse Asset Management
Connecticut
$8.4K -$580K -8,494 -99%
IA
2506
IFS Advisors
Kansas
$8.29K
CAWM
2507
Capital A Wealth Management
Pennsylvania
$8.15K +$7.92K +116 New
CWA
2508
Carolina Wealth Advisors
South Carolina
$7.94K
NWM
2509
Nova Wealth Management
Florida
$7.94K +$7.71K +113 New
CCA
2510
Criterion Capital Advisors
Tennessee
$7.84K
FF
2511
Friedenthal Financial
New Jersey
$7.59K +$7.37K +108 New
GFL
2512
Granite FO LLC
New Hampshire
$7.59K
DWM
2513
Darwin Wealth Management
Florida
$7.55K -$68 -1 -0.9%
DFA
2514
DHJJ Financial Advisors
Illinois
$7.34K +$68 +1 +1%
EAM
2515
Eukles Asset Management
Ohio
$7.09K
LOIP
2516
Live Oak Investment Partners
Texas
$7.02K
HFS
2517
Hopwood Financial Services
Virginia
$7.02K +$6.83K +100 New
WWA
2518
Wingate Wealth Advisors
Massachusetts
$6.95K +$6.76K +99 New
WCM
2519
WealthTrak Capital Management
Virginia
$6.81K +$6.62K +97 New
HFS
2520
Horizon Financial Services
North Carolina
$6.81K
CIM
2521
Contravisory Investment Management
Massachusetts
$6.67K +$3.07K +45 +90%
TFM
2522
TFC Financial Management
Massachusetts
$6.53K
BFS
2523
Burkett Financial Services
South Carolina
$6.32K +$68 +1 +1%
PWA
2524
Provenance Wealth Advisors
Florida
$6.25K
PS
2525
PayPay Securities
Japan
$6.11K -$888 -13 -13%

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.