We are live on ! Find out more
WFC icon

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
GCM
1476
Gallacher Capital Management
Colorado
$646K +$61.6K +902 +11%
CG
1477
CFO4Life Group
Texas
$644K +$208K +3,042 +50%
VNA
1478
Valley National Advisers
Pennsylvania
$642K +$888 +13 +0.1%
MWM
1479
Meridian Wealth Management
Kentucky
$640K +$12K +176 +2%
NFC
1480
Northstar Financial Companies
Pennsylvania
$638K +$620K +9,078 New
LFA
1481
Lauterbach Financial Advisors
Texas
$636K +$3.28K +48 +0.5%
WCA
1482
Westover Capital Advisors
Delaware
$635K
TF
1483
Tudor Financial
Ohio
$635K +$52K +761 +9%
CPM
1484
Connective Portfolio Management
New York
$632K +$614K +9,000 New
ISFAN
1485
Investor's Fiduciary Advisor Network
Washington
$632K +$615K +9,004 New
MWP
1486
Meridian Wealth Partners
Pennsylvania
$632K -$2.27M -33,242 -79%
MCM
1487
Manchester Capital Management
Vermont
$629K +$11.9K +175 +2%
WLPWM
1488
Walled Lake Planning & Wealth Management
Illinois
$629K
DWM
1489
Destination Wealth Management
California
$627K +$281K +4,118 +86%
T
1490
Transce3nd
Texas
$625K +$606K +8,874 New
SWC
1491
Spectrum Wealth Counsel
Indiana
$624K
AP
1492
Appleton Partners
Massachusetts
$623K -$15.8K -231 -3%
IFU
1493
iSAM Funds (UK)
United Kingdom
$622K -$424K -6,211 -41%
CIM
1494
CIM Investment Management
Pennsylvania
$622K +$2.73K +40 +0.5%
FWP
1495
FAS Wealth Partners
Kansas
$622K +$2.87K +42 +0.5%
CWM
1496
Circle Wealth Management
New Jersey
$622K -$75.4K -1,104 -11%
MIP
1497
Marietta Investment Partners
Wisconsin
$618K
CBUSF
1498
Construction & Building Unions Superannuation Fund
Australia
$618K +$601K +8,800 New
1WM
1499
1900 Wealth Management
Texas
$617K
HI
1500
Hudock Inc
Pennsylvania
$616K +$546 +8 +0.1%

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.