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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
HFM
1001
Hartford Funds Management
Pennsylvania
$1.62M +$142K +2,082 +10%
LFAS
1002
Level Four Advisory Services
Texas
$1.61M +$18.5K +271 +1%
HSA
1003
HBK Sorce Advisory
Pennsylvania
$1.61M +$205K +3,002 +15%
VVP
1004
Venture Visionary Partners
Ohio
$1.61M -$233K -3,418 -13%
BMM
1005
Buffington Mohr McNeal
Idaho
$1.6M
EWM
1006
Empirical Wealth Management
Washington
$1.6M +$85.5K +1,253 +6%
TCOT
1007
Trust Company of Toledo
Ohio
$1.6M -$72.2K -1,058 -4%
RPC
1008
Rossmore Private Capital
Connecticut
$1.59M
WCM
1009
Winebrenner Capital Management
Kentucky
$1.59M +$1.54M +22,566 New
SIA
1010
Schechter Investment Advisors
Michigan
$1.58M -$58.9K -863 -4%
JIP
1011
Jaffetilchin Investment Partners
Florida
$1.58M +$9.83K +144 +0.6%
OCM
1012
One Capital Management
California
$1.58M
WAM
1013
Weiss Asset Management
Massachusetts
$1.58M -$11.1M -162,576 -88%
FWA
1014
FOCUS Wealth Advisors
Texas
$1.57M +$1.52M +22,310 New
GM
1015
GeoWealth Management
Illinois
$1.57M +$290K +4,243 +23%
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$1.57M -$3.75K -55 -0.2%
CSC
1017
Cove Street Capital
California
$1.56M
PW
1018
Potentia Wealth
California
$1.55M +$1.51M +22,112 New
AWA
1019
Arkadios Wealth Advisors
Georgia
$1.55M +$158K +2,310 +12%
FCM
1020
Fieldview Capital Management
Michigan
$1.55M +$1.51M +22,097 New
CCM
1021
Collar Capital Management
Wisconsin
$1.55M +$1.51M +22,085 New
AL
1022
Aspiriant LLC
California
$1.55M -$162K -2,379 -10%
BCWM
1023
Bartlett & Co Wealth Management
Ohio
$1.55M -$56.4K -826 -4%
MAMU
1024
Myriad Asset Management US
Florida
$1.55M +$1.5M +21,997 New
CCB
1025
Country Club Bank
Missouri
$1.54M +$5.33K +78 +0.4%

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.