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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
WAP
1326
Wealthcare Advisory Partners
Pennsylvania
$854K +$21.2K +311 +3%
WWM
1327
Western Wealth Management
Colorado
$853K -$688K -10,076 -45%
CIC
1328
Chilton Investment Company
Connecticut
$849K +$42.4K +621 +5%
QWP
1329
Quotient Wealth Partners
Texas
$848K +$14.6K +214 +2%
CP
1330
Clarendon Private
Massachusetts
$847K +$824K +12,064 New
EW
1331
Element Wealth
Mississippi
$846K -$13K -191 -2%
PI
1332
Parkside Investments
Illinois
$843K +$819K +12,000 New
HIA
1333
Harbor Investment Advisory
Maryland
$842K +$191K +2,800 +30%
CNBOF
1334
City National Bank of Florida
Florida
$838K +$814K +11,924 New
CSP
1335
Cary Street Partners
Virginia
$834K +$810K +11,867 New
FTC
1336
Farmers Trust Company
Ohio
$830K -$10.2K -150 -1%
APP
1337
Avantax Planning Partners
Iowa
$826K +$82.2K +1,204 +11%
IF
1338
Integrity Financial
Wyoming
$825K +$62.8K +920 +8%
TCOV
1339
Trust Company of Vermont
Vermont
$825K +$45.1K +660 +6%
PFBT
1340
Parkside Financial Bank & Trust
Missouri
$821K -$6.28K -92 -0.8%
PCS
1341
Personal CFO Solutions
New Jersey
$820K -$361K -5,291 -31%
NRI
1342
NFP Retirement Inc
California
$820K -$1.91K -28 -0.2%
RCM
1343
RB Capital Management
Nevada
$819K +$28.3K +414 +4%
AC
1344
ASB Consultores
Florida
$817K -$26.5K -388 -3%
CCWM
1345
Correct Capital Wealth Management
Missouri
$813K -$3.14K -46 -0.4%
FRM
1346
Fox Run Management
Connecticut
$810K -$166K -2,426 -17%
IIA
1347
IPG Investment Advisors
California
$810K
PL
1348
Perpetual Ltd
Australia
$809K -$24.4M -357,676 -97%
GLA
1349
Good Life Advisors
Pennsylvania
$807K -$21.2K -311 -3%
PWMAG
1350
Pinnacle Wealth Management Advisory Group
New Jersey
$806K -$36.6K -536 -4%

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.