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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
TAM
1026
Tealwood Asset Management
Minnesota
$1.53M -$148K -2,174 -9%
PK
1027
Pflug Koory
Nebraska
$1.53M -$1.36K -20 -0.1%
FA
1028
Fiduciary Alliance
South Carolina
$1.52M +$1.48M +21,667 New
SWM
1029
SeaCrest Wealth Management
New York
$1.52M +$226K +3,305 +18%
WG
1030
Welch Group
Alabama
$1.52M +$12.6K +185 +0.9%
EWA
1031
EverSource Wealth Advisors
Alabama
$1.52M +$58.4K +855 +4%
GSWM
1032
Greenup Street Wealth Management
Michigan
$1.51M +$1.47M +21,517 New
CCG
1033
Ceeto Capital Group
Florida
$1.51M
LWM
1034
LJI Wealth Management
Indiana
$1.5M -$80.8K -1,184 -5%
MC
1035
Martin & Co
Tennessee
$1.49M -$71.1K -1,041 -5%
GLLW
1036
Graves Light Lenhart Wealth
Virginia
$1.48M -$2.53K -37 -0.2%
CIA
1037
Citadel Investment Advisory
Ohio
$1.48M -$3.41K -50 -0.2%
CC
1038
Carlson Capital
Texas
$1.48M +$1.43M +21,000 New
LI
1039
Louisbourg Investments
New Brunswick, Canada
$1.47M
JSL
1040
JT Stratford LLC
Georgia
$1.47M +$78K +1,142 +6%
PIC
1041
PCJ Investment Counsel
Ontario, Canada
$1.46M +$1.42M +20,850 New
RAG
1042
RIA Advisory Group
Iowa
$1.46M -$28.1K -411 -2%
ACM
1043
Aster Capital Management
United Arab Emirates
$1.46M -$3.45M -50,558 -71%
UWS
1044
Unique Wealth Strategies
Illinois
$1.46M -$106K -1,559 -7%
MSR
1045
Main Street Research
Connecticut
$1.46M +$4.23K +62 +0.3%
MG
1046
Mather Group
Illinois
$1.46M +$41.6K +610 +3%
FFBTD
1047
First Financial Bank - Trust Division
Ohio
$1.46M -$8.13K -119 -0.6%
WT
1048
Washington Trust
Rhode Island
$1.46M -$138K -2,028 -9%
MWM
1049
Modera Wealth Management
New Jersey
$1.44M +$174K +2,548 +14%
FRA
1050
Frank Rimerman Advisors
California
$1.44M +$30.7K +449 +2%

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.