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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
SC
1151
Sawyer & Company
Massachusetts
$1.18M -$108K -1,584 -9%
CUAMC
1152
China Universal Asset Management Company
China
$1.18M +$295K +4,324 +35%
MLM
1153
Mount Lucas Management
Pennsylvania
$1.18M -$65.3K -957 -5%
CA
1154
CWC Advisors
Oregon
$1.18M +$24.9K +365 +2%
KC
1155
Knuff & Co
California
$1.17M
GIP
1156
Greatmark Investment Partners
Georgia
$1.17M -$111K -1,625 -9%
LI
1157
LMCG Investments
Massachusetts
$1.17M -$1.84K -27 -0.2%
PAM
1158
Palisade Asset Management
Minnesota
$1.17M +$18.8K +276 +2%
PWA
1159
Providence Wealth Advisors
Illinois
$1.16M +$7.92K +116 +0.7%
CAG
1160
Csenge Advisory Group
Florida
$1.16M -$212K -3,101 -16%
LD
1161
Lipe & Dalton
New York
$1.16M
DWA
1162
Douglass Winthrop Advisors
New York
$1.15M
FDS
1163
First Dallas Securities
Texas
$1.15M +$603K +8,825 +117%
BB
1164
Busey Bank
Illinois
$1.15M -$116K -1,697 -9%
RCM
1165
Raleigh Capital Management
North Carolina
$1.14M +$391K +5,734 +54%
IWM
1166
IHT Wealth Management
Illinois
$1.14M -$425K -6,228 -28%
XF
1167
XML Financial
Maryland
$1.14M -$167K -2,444 -13%
BF
1168
Brucke Financial
Indiana
$1.14M +$985K +14,429 New
LFA
1169
Legacy Financial Advisors
Kentucky
$1.13M +$232K +3,398 +27%
CFGS
1170
Concourse Financial Group Securities
Alabama
$1.13M +$217K +3,174 +28%
LAM
1171
Lingohr Asset Management
Germany
$1.13M +$1.1M +16,081 New
CWS
1172
Cypress Wealth Services
California
$1.12M +$12.9K +189 +1%
HCP
1173
Hexagon Capital Partners
Arkansas
$1.12M -$103K -1,515 -9%
LI
1174
Lafayette Investments
Maryland
$1.12M
CWM
1175
Cornerstone Wealth Management
Missouri
$1.12M +$17.4K +255 +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.