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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
HI
1501
Humankind Investments
New York
$616K -$166K -2,428 -22%
AWE
1502
Avidian Wealth Enterprises
Texas
$616K +$41.2K +603 +7%
AMG
1503
Advisors Management Group
Wisconsin
$615K
LJAC
1504
L.J. Altfest & Co
New York
$613K +$751 +11 +0.1%
CFA
1505
Cahill Financial Advisors
Minnesota
$613K -$39K -571 -6%
BCA
1506
Bray Capital Advisors
Florida
$612K +$341 +5 +0.1%
TCM
1507
Triumph Capital Management
Colorado
$611K -$21.9K -321 -4%
SC
1508
Summa Corp
Texas
$611K
SEIA
1509
Signature Estate & Investment Advisors
California
$610K +$149K +2,177 +33%
EWM
1510
Evermay Wealth Management
Virginia
$609K -$2.46K -36 -0.4%
NL
1511
NWAM LLC
Washington
$609K +$218K +3,191 +58%
SCM
1512
Sebold Capital Management
Illinois
$606K -$36.4K -533 -6%
OWM
1513
OneAscent Wealth Management
Alabama
$606K +$11K +161 +2%
CA
1514
Cornerstone Advisory
Maryland
$605K +$16.5K +241 +3%
SWM
1515
SilverOak Wealth Management
Minnesota
$605K +$1.3K +19 +0.2%
WPWM
1516
Western Pacific Wealth Management
Illinois
$602K
BWP
1517
BlueStem Wealth Partners
Minnesota
$595K +$578K +8,473 New
TAM
1518
Tucker Asset Management
Colorado
$593K -$111K -1,628 -16%
NIM
1519
Northeast Investment Management
Massachusetts
$591K
BAM
1520
Belpointe Asset Management
Nevada
$591K -$54.6K -800 -7%
EGA
1521
Eagle Global Advisors
Texas
$591K -$6.49K -95 -1%
BTIM
1522
BancFirst Trust & Investment Management
Oklahoma
$590K
PA
1523
Promethium Advisors
Maryland
$590K -$19.5K -285 -3%
MMG
1524
Monetary Management Group
Missouri
$590K
MSWM
1525
McGlone Suttner Wealth Management
Wisconsin
$586K +$223K +3,262 +64%

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.