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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
HCM
1201
Hutner Capital Management
Vermont
$1.06M +$68 +1 +0%
LGA
1202
Lebenthal Global Advisors
New York
$1.06M +$29.6K +433 +3%
KCM
1203
Kathmere Capital Management
Pennsylvania
$1.06M +$328K +4,802 +47%
BCA
1204
Bay Colony Advisors
Massachusetts
$1.06M +$37.3K +547 +4%
CIAS
1205
Capital Investment Advisory Services
North Carolina
$1.06M -$122K -1,792 -11%
WA
1206
WP Advisors
California
$1.06M +$5.39K +79 +0.5%
PCFFS
1207
Pacific Center for Financial Services
California
$1.05M -$2.66K -39 -0.3%
Financial Engines Advisors
1208
Financial Engines Advisors
California
$1.05M +$328K +4,811 +47%
JWM
1209
Jupiter Wealth Management
Colorado
$1.05M
RWP
1210
Ridgecrest Wealth Partners
California
$1.05M -$3.41K -50 -0.3%
NB
1211
Nicolet Bankshares
Wisconsin
$1.05M +$52.6K +770 +5%
PL
1212
Plancorp LLC
Missouri
$1.05M +$86.3K +1,264 +9%
PWPS
1213
Pinnacle Wealth Planning Services
Ohio
$1.04M -$19.7K -288 -2%
BI
1214
Bradyco Inc
Massachusetts
$1.04M +$389K +5,692 New
NWM
1215
Northwest Wealth Management
Iowa
$1.04M +$29.4K +431 +3%
MIM
1216
MTM Investment Management
South Carolina
$1.04M +$341 +5 +0%
HT
1217
Heritage Trust
Oklahoma
$1.04M +$1.01M +14,756 New
NSIM
1218
North Star Investment Management
Illinois
$1.04M -$6.83K -100 -0.7%
GH
1219
GAM Holding
Switzerland
$1.03M +$1.01M +14,725 New
CCM
1220
CAAS Capital Management
New York
$1.03M +$998K +14,619 New
KIA
1221
Knollwood Investment Advisory
Maryland
$1.02M
BW
1222
Bison Wealth
Georgia
$1.02M -$1.67M -24,506 -63%
IPW
1223
Impact Partnership Wealth
Georgia
$1.02M -$197K -2,886 -17%
CRI
1224
Colonial River Investments
Virginia
$1.02M +$49.8K +730 +5%
IC
1225
Iconiq Capital
California
$1.02M +$481K +7,049 +94%

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.