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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
SCA
901
Snowden Capital Advisors
New York
$2.13M -$666K -9,757 -24%
AFW
902
Avantra Family Wealth
Pennsylvania
$2.13M +$2.07M +30,357 New
TWM
903
Tradition Wealth Management
Minnesota
$2.13M -$12K -176 -0.6%
SSI
904
Scott & Selber Inc
Texas
$2.12M -$13K -190 -0.6%
WBC
905
Westpac Banking Corp
Australia
$2.12M +$1.29M +18,896 +168%
APF
906
Alaska Permanent Fund
Alaska
$2.1M
CAM
907
Carret Asset Management
New York
$2.1M -$18.8K -275 -0.9%
FFS
908
Founders Financial Securities
Maryland
$2.09M +$1.16K +17 +0.1%
Fisher Asset Management
909
Fisher Asset Management
Washington
$2.09M +$338K +4,956 +20%
PAM
910
Peak Asset Management
Colorado
$2.09M -$7.85K -115 -0.4%
CPC
911
Congress Park Capital
New York
$2.09M +$2.03M +29,760 New
PP
912
Pacifica Partners
Canada
$2.09M -$33.5K -490 -2%
NL
913
NVWM LLC
Pennsylvania
$2.08M -$51.1K -749 -2%
SWM
914
Shelton Wealth Management
Texas
$2.08M +$1.36K +20 +0.1%
XWM
915
Xcel Wealth Management
Florida
$2.08M -$32.9K -482 -2%
MIM
916
Marco Investment Management
Georgia
$2.07M
MGIA
917
Moneta Group Investment Advisors
Missouri
$2.07M -$156K -2,289 -7%
APC
918
Aspire Private Capital
North Carolina
$2.05M +$24.7K +362 +1%
AA
919
Argent Advisors
Louisiana
$2.03M -$19.5K -285 -1%
ACA
920
Aptus Capital Advisors
Alabama
$2.01M +$55.5K +813 +3%
BAAM
921
Baker Avenue Asset Management
California
$2.01M +$34.3K +502 +2%
HI
922
Harbour Investments
Wisconsin
$2.01M +$56.1K +821 +3%
MYIA
923
Mount Yale Investment Advisors
Colorado
$2.01M -$301K -4,415 -13%
NEWAS
924
N.E.W. Advisory Services
Wisconsin
$2M -$11.9K -174 -0.6%
RBI
925
Raiffeisen Bank International
Austria
$1.99M +$1.93M +28,297 New

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.