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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
SWM
1176
Spire Wealth Management
Virginia
$1.12M -$51.3K -752 -5%
CA
1177
Continuum Advisory
Idaho
$1.12M +$26.8K +392 +3%
IVP
1178
Intrinsic Value Partners
Arizona
$1.11M -$17.1K -250 -2%
SIM
1179
Studio Investment Management
Illinois
$1.11M +$5.67K +83 +0.5%
SIM
1180
Sterling Investment Management
Arizona
$1.11M -$13.7K -201 -1%
EA
1181
Eclectic Associates
California
$1.11M +$23.8K +349 +2%
MMHP
1182
Murphy Middleton Hinkle & Parker
Georgia
$1.11M -$129K -1,893 -11%
CMTU
1183
Capital Markets Trading (UK)
United Kingdom
$1.11M -$1.63M -23,882 -60%
VF
1184
Vest Financial
Virginia
$1.1M +$62.5K +916 +6%
HBT
1185
Heartland Bank & Trust
Illinois
$1.1M -$34.5K -505 -3%
PWP
1186
Principle Wealth Partners
Connecticut
$1.1M
LF
1187
Lantz Financial
Illinois
$1.09M -$12.8K -187 -1%
MIFH
1188
Migdal Insurance & Financial Holdings
Israel
$1.09M +$212K +3,111 +25%
BCFD
1189
Boit C.F. David
$1.09M
EB
1190
Eastern Bank
Massachusetts
$1.08M +$97.7K +1,431 +10%
MW
1191
Marcum Wealth
Ohio
$1.08M -$69.2K -1,013 -6%
IAS
1192
Insigneo Advisory Services
Florida
$1.08M -$907K -13,285 -46%
JFL
1193
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.08M -$113K -1,659 -10%
SN
1194
Sittner & Nelson
Oregon
$1.08M -$27.2K -399 -3%
QP
1195
Quilter Plc
United Kingdom
$1.08M -$129K -1,890 -11%
SIC
1196
Salem Investment Counselors
North Carolina
$1.07M -$94.6K -1,386 -8%
SG
1197
StoneX Group
New York
$1.07M +$1.04M +15,226 New
NRD
1198
Nebula Research & Development
New York
$1.07M +$1.04M +15,209 New
HWAM
1199
Hennion & Walsh Asset Management
New Jersey
$1.07M +$267K +3,905 +35%
TNB
1200
Thomasville National Bank
Georgia
$1.06M -$57.5K -842 -5%

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.