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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
ST
1051
Sabal Trust
Florida
$1.44M +$657K +9,616 +88%
SWM
1052
Sendero Wealth Management
Texas
$1.44M -$79.7K -1,168 -5%
CI
1053
CX Institutional
Indiana
$1.44M +$83.4K +1,222 +6%
CTC
1054
Cetera Trust Company
Minnesota
$1.43M -$15.2K -222 -1%
RA
1055
Ransom Advisory
Rhode Island
$1.43M -$119K -1,750 -8%
PIM
1056
Penobscot Investment Management
Massachusetts
$1.43M
TPWA
1057
TRUE Private Wealth Advisors
Oregon
$1.43M -$133K -1,951 -9%
LIA
1058
LS Investment Advisors
Michigan
$1.42M
VBFP
1059
Valtinson Bruner Financial Planning
Minnesota
$1.42M +$110K +1,608 +9%
KIG
1060
Kennedy Investment Group
New Jersey
$1.41M -$22.2K -325 -2%
MMPW
1061
Mitchell McLeod Pugh & Williams
Alabama
$1.41M +$51K +747 +4%
SWP
1062
Sagespring Wealth Partners
Tennessee
$1.41M +$1.37M +20,039 New
HA
1063
Harbor Advisors
Florida
$1.4M
SAM
1064
Synergy Asset Management
Washington
$1.4M
SRC
1065
Sage Rhino Capital
California
$1.4M -$25.2K -369 -2%
CC
1066
Courier Capital
New York
$1.39M -$37.5K -549 -3%
MCM
1067
Mainstay Capital Management
Michigan
$1.39M +$320K +4,680 +31%
LC
1068
Lindbrook Capital
California
$1.39M -$82.3K -1,206 -6%
JF
1069
Jump Financial
Illinois
$1.39M -$115K -1,689 -8%
GA
1070
Guerra Advisors
Florida
$1.38M +$1.34M +19,639 New
AWA
1071
Aaron Wealth Advisors
Illinois
$1.38M +$127K +1,862 +10%
1IA
1072
1834 Investment Advisors
Wisconsin
$1.38M -$158K -2,318 -11%
IAMOG
1073
Investors Asset Management of Georgia
Georgia
$1.37M -$6.35K -93 -0.5%
FBT
1074
First Bank & Trust
South Dakota
$1.37M -$11.3K -166 -0.8%
AIA
1075
Affinity Investment Advisors
California
$1.36M -$17.3K -253 -1%

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.