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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
CNBT
1526
Canandaigua National Bank & Trust
New York
$585K -$38.6K -565 -6%
VA
1527
Valmark Advisers
Ohio
$583K +$29.4K +431 +5%
SCA
1528
Sippican Capital Advisors
Massachusetts
$583K
IIC
1529
Ironwood Investment Counsel
Arizona
$582K -$323K -4,735 -36%
AWM
1530
Accurate Wealth Management
Florida
$582K +$568K +8,317 New
AW
1531
Avion Wealth
Texas
$582K -$391K -5,730 -41%
IDA
1532
Intelligence Driven Advisers
California
$582K +$7.24K +106 +1%
KIM
1533
Kestra Investment Management
Texas
$581K +$48K +703 +9%
FSCM
1534
Front Street Capital Management
Montana
$580K -$1.09K -16 -0.2%
KLCM
1535
KG&L Capital Management
Louisiana
$580K -$1.18M -17,290 -63%
FMB
1536
Field & Main Bank
Kentucky
$579K +$25.1K +368 +5%
FPL
1537
Fortress Private Ledger
North Carolina
$576K +$560K +8,196 New
BWP
1538
Baldwin Wealth Partners
Massachusetts
$572K -$341 -5 -0.1%
CIC
1539
Cutler Investment Counsel
Oregon
$571K
WA
1540
Wealth Architects
California
$571K -$14.6K -214 -3%
IIA
1541
Integral Investment Advisors
California
$570K -$121K -1,773 -18%
ACG
1542
Allen Capital Group
Nebraska
$566K +$54.1K +792 +11%
VWM
1543
Vermillion Wealth Management
Minnesota
$565K +$549K +8,047 New
FB
1544
First Bancorp
Maine
$563K -$6.55K -96 -1%
MW
1545
Maia Wealth
Colorado
$560K +$71.4K +1,046 +17%
AA
1546
Auxano Advisors
Washington
$558K +$22.8K +334 +4%
GPWM
1547
Grant Private Wealth Management
California
$558K +$543K +7,948 New
SCP
1548
Sivia Capital Partners
California
$557K -$3.48K -51 -0.6%
IB
1549
Intrust Bank
Kansas
$556K -$33.3K -488 -6%
CWS
1550
Confluence Wealth Services
Pennsylvania
$554K +$3.48K +51 +0.7%

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.