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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
KTC
1351
Kentucky Trust Company
Kentucky
$806K +$783K +11,475 New
AIA
1352
AIMZ Investment Advisors
California
$806K -$5.67K -83 -0.7%
UFF
1353
USA Financial Formulas
Michigan
$805K +$783K +11,462 New
WCM
1354
Winthrop Capital Management
Indiana
$804K +$780K +11,419 New
KMWM
1355
Keudell/Morrison Wealth Management
Oregon
$803K -$19K -278 -2%
HWA
1356
HCR Wealth Advisors
California
$801K +$614 +9 +0.1%
CC
1357
Centiva Capital
New York
$801K -$10.9M -160,027 -93%
SAI
1358
Savvy Advisors Inc
New York
$800K +$61.3K +898 +9%
CCA
1359
Childress Capital Advisors
Texas
$796K -$35.6K -522 -4%
AHL
1360
Abel Hall LLC
Louisiana
$795K +$28.5K +417 +4%
NIA
1361
NBZ Investment Advisors
Tennessee
$795K +$773K +11,318 New
VCAM
1362
Van Cleef Asset Management
Ohio
$795K +$68 +1 +0%
RWA
1363
River Wealth Advisors
Pennsylvania
$794K -$4.17K -61 -0.5%
SC
1364
Sepio Capital
Utah
$793K -$26.8K -392 -3%
TFO
1365
Tarbox Family Office
California
$790K -$7.3K -107 -0.9%
FFM
1366
Flagstone Financial Management
Nebraska
$790K -$6.35K -93 -0.8%
PMG
1367
Private Management Group
California
$788K -$84.9K -1,243 -10%
PAW
1368
Plan A Wealth
Nebraska
$788K +$766K +11,222 New
CH
1369
Cromwell Holdings
Wyoming
$785K
PWW
1370
Pettyjohn Wood & White
Virginia
$783K +$68 +1 +0%
WG
1371
Winton Group
United Kingdom
$782K +$332K +4,859 +77%
MWM
1372
Modern Wealth Management
Kansas
$782K +$287K +4,210 +61%
DBIA
1373
Dumont & Blake Investment Advisors
New Jersey
$780K +$3K +44 +0.4%
ZIG
1374
Zuckerman Investment Group
Illinois
$779K -$28.3K -415 -4%
JWA
1375
JFS Wealth Advisors
Pennsylvania
$778K -$12.7K -186 -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.