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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
CBA
1401
Coastal Bridge Advisors
Connecticut
$741K
AW
1402
Atlas Wealth
Ohio
$739K +$718K +10,523 New
WFI
1403
West Family Investments
California
$738K -$10K -147 -1%
KP
1404
Keel Point
Alabama
$736K +$148K +2,172 +26%
DFG
1405
Delta Financial Group
New Jersey
$735K +$715K +10,468 New
AWAP
1406
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$734K -$3.82K -56 -0.5%
AM
1407
AGF Management
Ontario, Canada
$732K +$711K +10,420 New
OLA
1408
Oliver Luxxe Assets
New Jersey
$732K +$387K +5,672 +96%
OPCM
1409
Osborne Partners Capital Management
California
$731K -$6.83K -100 -1%
MBT
1410
Montecito Bank & Trust
California
$728K -$9.22K -135 -1%
TCM
1411
Tributary Capital Management
Nebraska
$727K -$30.7K -450 -4%
SIA
1412
SeaBridge Investment Advisors
New Jersey
$727K +$294K +4,301 +71%
SSWM
1413
Sheets Smith Wealth Management
North Carolina
$726K +$5.46K +80 +0.8%
WB
1414
Webster Bank
Connecticut
$725K +$29.4K +431 +4%
GSC
1415
G&S Capital
Colorado
$723K +$3.69K +54 +0.5%
PA
1416
Perennial Advisors
New York
$721K +$701K +10,262 New
TWP
1417
Tyche Wealth Partners
Texas
$720K -$120K -1,756 -15%
SC
1418
Steph & Co
Wisconsin
$720K
T
1419
TOBAM
France
$717K -$196K -2,877 -22%
BFC
1420
Bedel Financial Consulting
Indiana
$712K +$73.1K +1,070 +14%
PP
1421
PDS Planning
Ohio
$711K +$11.8K +173 +2%
KCAM
1422
Kagan Cocozza Asset Management
New Jersey
$705K +$685K +10,040 New
JC
1423
Jacobs & Co
California
$705K
GCP
1424
GSA Capital Partners
United Kingdom
$705K +$384K +5,619 +127%
ATFA
1425
All Terrain Financial Advisors
Minnesota
$703K -$27.3K -400 -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.