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Wells Fargo
WFC

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: 60 → 88 (+28)

25% more capital invested

Capital invested by funds: $143B → $178B (+$35.4B)

14% more funds holding

Funds holding: 2,240 → 2,557 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$970M
2
JP Morgan Chase
JP Morgan Chase
New York
+$940M
3
DZ Bank
DZ Bank
Germany
+$916M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$485M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$454M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.37B
2
Dodge & Cox
Dodge & Cox
California
-$1.13B
3
Harris Associates
Harris Associates
Illinois
-$453M
4
Primecap Management
Primecap Management
California
-$442M
5
DSA
Davis Selected Advisers
Arizona
-$384M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
926
Rothschild Investment LLC
Illinois
$1.99M +$19.1K +280 +1%
PB
927
Pinnacle Bancorp
Nebraska
$1.99M +$534K +7,822 +38%
MAM
928
Mystic Asset Management
Rhode Island
$1.99M -$48.5K -710 -2%
AWM
929
Aviso Wealth Management
Washington
$1.99M +$798K +11,683 +70%
BBP
930
Banco BTG Pactual
Brazil
$1.97M +$1.92M +28,111 New
NHC
931
Nicholas Hoffman & Company
Georgia
$1.97M +$15.7K +230 +0.8%
BCI
932
Blue Capital Inc
Nebraska
$1.97M +$1.91M +28,003 New
CI
933
Conning Inc
Connecticut
$1.96M -$171K -2,498 -8%
PFM
934
Potomac Fund Management
Florida
$1.96M +$1.9M +27,875 New
OWA
935
One Wealth Advisors
California
$1.95M +$172K +2,515 +10%
MOS
936
MGO One Seven
Ohio
$1.94M -$83.4K -1,221 -4%
LAM
937
Lummis Asset Management
Texas
$1.94M -$35.2K -515 -2%
AC
938
Apella Capital
Connecticut
$1.93M -$1.57K -23 -0.1%
GS
939
GTS Securities
New York
$1.91M -$7.37M -108,017 -80%
FMC
940
First Merchants Corp
Indiana
$1.91M +$7.3K +107 +0.4%
ECM
941
Evergreen Capital Management
Washington
$1.91M +$18K +263 +1%
GAG
942
GM Advisory Group
New York
$1.91M +$683K +10,002 +58%
NCM
943
Northside Capital Management
Oregon
$1.91M – – –
VF
944
Virtu Financial
New York
$1.89M +$1.84M +26,930 New
WTC
945
WhitTier Trust Company
Nevada
$1.89M -$12.6K -184 -0.7%
USCWA
946
U.S. Capital Wealth Advisors
Texas
$1.89M +$20.8K +304 +1%
ICM
947
Islay Capital Management
Texas
$1.87M +$83K +1,216 +5%
EHC
948
Everett Harris & Co
California
$1.87M -$12.2K -178 -0.7%
NPT
949
National Philanthropic Trust
Pennsylvania
$1.86M +$97K +1,421 +6%
HAM
950
Hedges Asset Management
Nevada
$1.86M -$519K -7,600 -22%
36 37
38
39 40

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.