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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
CA
1276
Carson Advisory
Georgia
$929K -$33.6K -492 -4%
GFA
1277
Gallagher Fiduciary Advisors
Illinois
$929K -$683 -10 -0.1%
CIG
1278
Cullen Investment Group
Louisiana
$928K -$6.76K -99 -0.7%
LCAM
1279
London & Capital Asset Management
United Kingdom
$928K -$452K -6,619 -33%
HBT
1280
Hills Bank & Trust
Iowa
$927K -$83.5K -1,223 -8%
SIA
1281
Sovereign Investment Advisors
Arizona
$926K +$901K +13,190 New
ECG
1282
Edge Capital Group
Georgia
$925K +$60K +879 +7%
WAM
1283
Weatherly Asset Management
California
$925K
ANTB
1284
AMG National Trust Bank
Colorado
$924K -$57K -835 -6%
1SB
1285
1ST Source Bank
Indiana
$923K -$5.8K -85 -0.6%
RIA
1286
Richwood Investment Advisors
Ohio
$921K -$20.5K -300 -2%
GFP
1287
Gryphon Financial Partners
Ohio
$919K -$44.9K -658 -5%
FLI
1288
Family Legacy Inc
South Carolina
$916K
LFCM
1289
Long Focus Capital Management
Puerto Rico
$913K -$6.14M -90,000 -87%
AF
1290
Apexium Financial
Texas
$909K -$2.51M -36,724 -74%
SWM
1291
Segment Wealth Management
Texas
$908K +$4.98K +73 +0.6%
WBCM
1292
Wilson & Boucher Capital Management
California
$906K
HFO
1293
Heritage Family Offices
Arizona
$904K +$1.23K +18 +0.1%
LWM
1294
Liberty Wealth Management
California
$903K -$2.94K -43 -0.3%
I
1295
InceptionR
California
$902K +$445K +6,515 +103%
FMWA
1296
Forvis Mazars Wealth Advisors
Missouri
$900K -$12.2K -179 -1%
WA1
1297
Wimmer Associates 1
California
$899K
IWA
1298
IVC Wealth Advisors
Pennsylvania
$898K -$9.29K -136 -1%
AF
1299
Advisornet Financial
Minnesota
$895K -$396K -5,795 -31%
RCWM
1300
Royal Capital Wealth Management
Indiana
$892K +$229K +3,348 +36%

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.