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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
PCIA
801
Prime Capital Investment Advisors
Kansas
$2.85M -$6.21K -91 -0.2%
CAG
802
Crestwood Advisors Group
Massachusetts
$2.83M +$223K +3,260 +9%
TW
803
Transform Wealth
Colorado
$2.82M -$12.9M -188,408 -82%
VFA
804
Voya Financial Advisors
Connecticut
$2.82M +$137K +2,007 +5%
CIS
805
Capital International Sarl
California
$2.82M -$126K -1,848 -4%
WAM
806
Wolverine Asset Management
Illinois
$2.81M -$275K -4,034 -9%
QC
807
Quantessence Capital
New York
$2.81M +$2.73M +39,939 New
AC
808
Avestar Capital
New York
$2.8M +$123K +1,803 +5%
BRWA
809
B. Riley Wealth Advisors
Florida
$2.79M -$562K -8,233 -17%
UAS
810
United Asset Strategies
New York
$2.78M -$23.6K -345 -0.9%
PCA
811
Pallas Capital Advisors
Massachusetts
$2.78M -$53.4K -782 -2%
QCG
812
Quadrant Capital Group
Ohio
$2.77M +$17.7K +259 +0.7%
FG
813
Foster Group
Iowa
$2.77M -$255K -3,740 -9%
CICI
814
Capital Investment Counsel Inc
North Carolina
$2.76M -$602K -8,813 -18%
PTCG
815
Pring Turner Capital Group
California
$2.76M -$77.8K -1,139 -3%
SDWIA
816
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.74M -$120K -1,756 -4%
CCP
817
Cunning Capital Partners
North Carolina
$2.72M
OC
818
Oarsman Capital
Wisconsin
$2.7M +$43.7K +640 +2%
TC
819
TwinBeech Capital
New York
$2.69M +$2.62M +38,333 New
SS
820
SBI Securities
Japan
$2.68M +$2.61M +38,199 New
PBT
821
Pictet Bank & Trust
Bahamas
$2.67M +$104K +1,525 +4%
HAG
822
HF Advisory Group
Maryland
$2.67M -$64.7K -947 -2%
SAM
823
Selway Asset Management
$2.66M +$437K +6,400 +20%
HCP
824
Holt Capital Partners
Texas
$2.65M -$3.28K -48 -0.1%
YC
825
Yarbrough Capital
Tennessee
$2.63M

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.