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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
Vontobel Holding
751
Vontobel Holding
Switzerland
$3.23M -$149K -2,182 -5%
SIG
752
Stonegate Investment Group
Alabama
$3.23M +$41.2K +603 +1%
UHC
753
Union Heritage Capital
Michigan
$3.23M
MNBTD
754
Moody National Bank Trust Division
Texas
$3.23M -$169K -2,472 -5%
BOSSRA
755
B.O.S.S. Retirement Advisors
Utah
$3.22M +$2.59M +37,877 +473%
CAAS
756
Capital Asset Advisory Services
Michigan
$3.21M -$194K -2,844 -6%
SP
757
SWS Partners
Ohio
$3.21M -$101K -1,480 -3%
JIC
758
Joel Isaacson & Co
New York
$3.19M +$21.9K +321 +0.7%
DLCIG
759
D.L. Carlson Investment Group
New Hampshire
$3.16M -$28.7K -420 -0.9%
CIA
760
Concurrent Investment Advisors
Florida
$3.16M +$249K +3,643 +9%
MYLI
761
Meiji Yasuda Life Insurance
Japan
$3.16M -$53.3K -780 -2%
KCIC
762
Kuhn & Co Investment Counsel
Illinois
$3.16M
HPC
763
HM Payson & Co
Maine
$3.14M +$30.7K +450 +1%
CAM
764
Cidel Asset Management
Ontario, Canada
$3.14M -$365K -5,347 -11%
FMI
765
F/M Investments
District of Columbia
$3.13M +$487K +7,131 +19%
RCM
766
RNC Capital Management
California
$3.12M +$1.72M +25,127 +130%
AWM
767
Angeles Wealth Management
California
$3.12M +$2.02M +29,604 +199%
CIA
768
Cohen Investment Advisors
New Hampshire
$3.12M +$62.5K +916 +2%
VNIM
769
Vaughan Nelson Investment Management
Texas
$3.11M
NB
770
NBT Bank
New York
$3.11M -$41.1K -602 -1%
GIM
771
Goelzer Investment Management
Indiana
$3.1M -$83.5K -1,223 -3%
OC
772
Oppenheimer & Co
New York
$3.09M +$390K +5,717 +15%
FSA
773
Franklin Street Advisors
North Carolina
$3.04M -$55.3K -810 -2%
TAM
774
Trust Asset Management
Texas
$3.03M
AP
775
Adero Partners
California
$3.02M +$408K +5,974 +16%

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.