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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
SPA
2601
Sherbrooke Park Advisers
New York
-$516K -9,140 Closed
CAS
2602
CTC Alternative Strategies
Illinois
-$512K -9,065 Closed
BWG
2603
Beta Wealth Group
California
-$476K -8,422 Closed
OWIM
2604
Old West Investment Management
California
-$454K -8,037 Closed
MM
2605
MQS Management
New York
-$443K -7,836 Closed
MAM
2606
Martingale Asset Management
Massachusetts
-$429K -7,599 Closed
FA
2607
Faithward Advisors
Pennsylvania
-$418K -7,405 Closed
WFA
2608
Wellspring Financial Advisors
Ohio
-$399K -7,061 Closed
HOWA
2609
Heritage Oak Wealth Advisors
Florida
-$399K -7,056 Closed
EW
2610
Elyxium Wealth
California
-$397K -7,036 Closed
AIA
2611
Arbor Investment Advisors
North Carolina
-$377K -6,671 Closed
CANY
2612
Caxton Associates (New York)
New York
-$369K -6,530 Closed
OR
2613
Olympiad Research
Connecticut
-$351K -6,212 Closed
TCWA
2614
Turtle Creek Wealth Advisors
Texas
-$346K -6,123 Closed
JAIC
2615
Josh Arnold Investment Consultant
Minnesota
-$339K -6,000 Closed
SNBOSCI
2616
Security National Bank of Sioux City Iowa
Iowa
-$321K -5,689 Closed
SGI
2617
Summit Global Investments
Utah
-$318K -5,630 Closed
WJA
2618
Willis Johnson & Associates
Texas
-$304K -5,383 Closed
AW
2619
Alaethes Wealth
Nevada
-$303K -5,363 Closed
MPM
2620
MBB Public Markets
Illinois
-$290K -5,130 Closed
AF
2621
Aviso Financial
Ontario, Canada
-$286K -5,069 Closed
HC
2622
Hourglass Capital
Texas
-$282K -5,000 Closed
ACGA
2623
Atlanta Consulting Group Advisors
Georgia
-$275K -4,867 Closed
DTL
2624
Dynamic Technology Lab
Singapore
-$256K -4,527 Closed
EWA
2625
Encompass Wealth Advisors
Oregon
-$230K -4,069 Closed

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.