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
AF
1551
Atala Financial
California
$552K +$536K +7,853 New
IFWM
1552
Institute for Wealth Management
Colorado
$551K -$35.8K -525 -6%
GITFIT
1553
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$550K -$81.9K -1,200 -13%
DA
1554
Doliver Advisors
Texas
$550K
WC
1555
Weil Company
California
$549K
MA
1556
MCF Advisors
Kentucky
$544K +$16K +235 +3%
PA
1557
PFG Advisors
Arizona
$544K -$6.42M -94,017 -92%
AC
1558
AlphaCore Capital
California
$544K +$4.51K +66 +0.9%
TCM
1559
Tradewinds Capital Management
Washington
$543K +$239K +3,494 +82%
BFWA
1560
Benchmark Financial Wealth Advisors
Florida
$543K +$2.73K +40 +0.5%
SIG
1561
Sky Investment Group
Connecticut
$541K -$6.14K -90 -1%
FCIM
1562
Fairview Capital Investment Management
California
$538K -$41K -600 -7%
IWA
1563
Icon Wealth Advisors
Texas
$536K -$70.5K -1,032 -12%
AO
1564
Advisor OS
Illinois
$536K +$203K +2,972 +64%
CWP
1565
Concord Wealth Partners
Virginia
$535K -$53.7K -786 -9%
CIA
1566
Cape Investment Advisory
Georgia
$534K +$41.3K +605 +9%
HR
1567
Howe & Rusling
New York
$534K +$181K +2,654 +54%
CWM
1568
Connecticut Wealth Management
Connecticut
$534K +$7.71K +113 +2%
FPCP
1569
Fort Point Capital Partners
California
$533K -$65.3K -957 -11%
DWM
1570
DKM Wealth Management
California
$531K +$516K +7,565 New
KFGK
1571
Keystone Financial Group (Kentucky)
Kentucky
$530K -$134K -1,964 -21%
AIM
1572
Advyzon Investment Management
Illinois
$530K +$515K +7,541 New
EW
1573
Evoke Wealth
California
$529K +$91.6K +1,341 +22%
TH
1574
TCTC Holdings
Texas
$529K +$10.4K +152 +2%
EGA
1575
E&G Advisors
Texas
$528K +$67.3K +986 +15%

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.