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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
AA
1126
Ancora Advisors
Ohio
$1.24M -$20.8K -304 -2%
HCMT
1127
Highland Capital Management (Tennessee)
Tennessee
$1.24M +$273 +4 +0%
PL
1128
Polianta Ltd
Jersey
$1.24M -$150K -2,200 -11%
EWA
1129
Exencial Wealth Advisors
Oklahoma
$1.23M -$46.8K -685 -4%
BP
1130
BBR Partners
New York
$1.23M +$11.1K +163 +0.9%
DG
1131
DMC Group
Alabama
$1.23M -$124K -1,823 -9%
JCM
1132
Jacobi Capital Management
Pennsylvania
$1.23M -$12.1K -177 -1%
AI
1133
Accredited Investors
Minnesota
$1.23M -$306K -4,484 -20%
JSW
1134
Journey Strategic Wealth
New Jersey
$1.22M +$4.23K +62 +0.4%
EP
1135
Edgestream Partners
New Jersey
$1.22M +$1.18M +17,354 New
DWM
1136
Dakota Wealth Management
Florida
$1.22M -$146K -2,136 -11%
HH
1137
Hilltop Holdings
Texas
$1.21M -$74.1K -1,086 -6%
SCTC
1138
Sanibel Captiva Trust Company
Florida
$1.21M +$197K +2,881 +20%
BCG
1139
Breakwater Capital Group
New Jersey
$1.21M -$14.8K -217 -1%
WBC
1140
West Branch Capital
Massachusetts
$1.21M +$408K +5,979 +53%
GIM
1141
Generali Investments Management
Slovenia
$1.21M +$1.17M +17,156 New
GWM
1142
Gibbs Wealth Management
Georgia
$1.2M -$27.8K -407 -2%
DAS
1143
Diversify Advisory Services
Utah
$1.2M -$693K -10,156 -37%
GPA
1144
Garrison Point Advisors
California
$1.2M
DI
1145
Diligent Investors
California
$1.19M -$74.1K -1,086 -6%
BCM
1146
Boltwood Capital Management
California
$1.19M +$11.9K +175 +1%
VWM
1147
Vivid Wealth Management
Iowa
$1.19M +$22.2K +325 +2%
CRWM
1148
Castle Rock Wealth Management
California
$1.19M -$396K -5,793 -28%
MG
1149
Marex Group
$1.18M +$795K +11,639 +223%
SI
1150
Severin Investments
Missouri
$1.18M +$1.15M +16,857 New

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.