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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
CFC
2626
Coyle Financial Counsel
Illinois
-$240K -4,038 Closed
SW
2627
Solidarity Wealth
Utah
-$227K -4,023 Closed
TCWM
2628
Total Clarity Wealth Management
Illinois
-$216K -3,826 Closed
TFM
2629
Trademark Financial Management
Minnesota
-$215K -3,813 Closed
HIIFS
2630
Harel Insurance Investments & Financial Services
Israel
-$215K -3,800 Closed
BAM
2631
Blueshift Asset Management
New Jersey
-$212K -3,756 Closed
AF
2632
Affiance Financial
Minnesota
-$208K -3,683 Closed
FCM
2633
Fourpath Capital Management
Oklahoma
-$132K -2,342 Closed
NC
2634
Nixon Capital
Texas
-$97.2K -1,720 Closed
VAMG
2635
Voisard Asset Management Group
Michigan
-$88.7K -1,571 Closed
MIM
2636
Macroview Investment Management
Maryland
-$84.7K -1,500 Closed
OWP
2637
ORG Wealth Partners
Texas
-$80.8K -1,430 Closed
FWM
2638
Focused Wealth Management
New York
-$79.9K -1,415 Closed
FAM
2639
Flaharty Asset Management
Florida
-$66.8K -1,182 Closed
MIM
2640
Manitou Investment Management
Ontario, Canada
-$56.5K -1,000 Closed
WAM
2641
Westport Asset Management
Connecticut
-$56.5K -1,000 Closed
FIA
2642
FNY Investment Advisers
New York
-$28K -500 Closed
SHIM
2643
Stone House Investment Management
Pennsylvania
-$26.7K -474 Closed
CA
2644
Claris Advisors
Missouri
-$24K -424 Closed
RWM
2645
Reston Wealth Management
Virginia
-$22.7K -401 Closed
JPWM
2646
Jamison Private Wealth Management
Georgia
-$21K -372 Closed
NFA
2647
Northwest Financial Advisors
Virginia
-$18.5K -328 Closed
EFP
2648
EnRich Financial Partners
Wisconsin
-$18.5K -327 Closed
RWA
2649
Redmont Wealth Advisors
Illinois
-$18.1K -320 Closed
DWA
2650
Dougherty Wealth Advisers
Minnesota
-$16.9K -299 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.