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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
AAS
1101
Ameritas Advisory Services
Nebraska
$1.3M -$33.9K -496 -3%
KWA
1102
Kingswood Wealth Advisors
California
$1.29M -$2.24M -32,840 -64%
RL
1103
Retireful LLC
Michigan
$1.29M +$1.25M +18,376 New
WTB
1104
Washington Trust Bank
Washington
$1.29M +$179K +2,622 +17%
SMA
1105
Sage Mountain Advisors
Georgia
$1.29M +$149K +2,183 +14%
RPCONE
1106
Retirement Planning Company of New England
Rhode Island
$1.28M -$26.6K -390 -2%
PMA
1107
Prudent Man Advisors
Illinois
$1.28M -$156K -2,280 -11%
GVAG
1108
Great Valley Advisor Group
Delaware
$1.28M -$340K -4,978 -21%
MCM
1109
MV Capital Management
Maryland
$1.28M +$24.2K +355 +2%
GL
1110
Graypoint LLC
New York
$1.28M +$127K +1,860 +11%
DWA
1111
Delap Wealth Advisory
Oregon
$1.28M -$12.8K -188 -1%
NWAG
1112
Net Worth Advisory Group
Utah
$1.28M +$194K +2,846 +19%
PI
1113
PFG Investments
New York
$1.27M +$32.4K +474 +3%
BOC
1114
Barbara Oil Co
Illinois
$1.26M
CT
1115
Caldwell Trust
Florida
$1.26M -$7.17K -105 -0.6%
SAM
1116
Sompo Asset Management
Japan
$1.26M -$119K -1,750 -9%
PFA
1117
Pure Financial Advisors
California
$1.26M +$17.4K +255 +1%
OWP
1118
Obermeyer Wealth Partners
Colorado
$1.26M +$280K +4,104 +30%
WBWA
1119
William B. Walkup & Associates
South Carolina
$1.25M -$7.24K -106 -0.6%
ESB
1120
Essex Savings Bank
Connecticut
$1.25M -$57.6K -844 -5%
MFIM
1121
Mesirow Financial Investment Management
Illinois
$1.25M -$1.14M -16,733 -49%
FCCM
1122
First City Capital Management
Georgia
$1.24M +$77.2K +1,131 +7%
MPIA
1123
Mountain Pacific Investment Advisers
Idaho
$1.24M -$29.6K -434 -2%
WBG
1124
Wharton Business Group
Pennsylvania
$1.24M
BCM
1125
Brookstone Capital Management
Illinois
$1.24M +$118K +1,726 +11%

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.