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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
MFG
1576
Mosaic Financial Group
Illinois
$528K -$12.7K -186 -2%
WP
1577
WealthShield Partners
North Carolina
$528K -$154K -2,251 -23%
SIS
1578
Sound Income Strategies
Florida
$527K +$73.4K +1,075 +17%
SFB
1579
STAR Financial Bank
Indiana
$526K -$24.1K -353 -5%
OL
1580
one8zero8 LLC
North Carolina
$526K +$511K +7,485 New
CWM
1581
Congress Wealth Management
Massachusetts
$524K +$74.5K +1,091 +17%
TWM
1582
Thrive Wealth Management
Pennsylvania
$523K -$1.43K -21 -0.3%
PMWMG
1583
Parr McKnight Wealth Management Group
Minnesota
$523K +$509K +7,452 New
PP
1584
Patten & Patten
Tennessee
$523K +$17.9K +262 +4%
FFO
1585
Fortitude Family Office
Arizona
$523K +$36.5K +535 +8%
CAM
1586
Campion Asset Management
Virginia
$521K -$11.6K -170 -2%
NP
1587
Nilsine Partners
Colorado
$520K -$18.1K -265 -3%
ST
1588
Spinnaker Trust
Maine
$520K +$8.88K +130 +2%
BCCM
1589
Bridge Creek Capital Management
Massachusetts
$520K
VWM
1590
Venturi Wealth Management
Texas
$519K +$315K +4,615 +166%
AW
1591
Alteri Wealth
California
$519K +$504K +7,386 New
MFG
1592
Magnus Financial Group
New York
$516K +$127K +1,867 +34%
FI
1593
Financial Insights
Washington
$516K
GWANC
1594
Guardian Wealth Advisors (North Carolina)
North Carolina
$515K -$6.21K -91 -1%
PCI
1595
Pacifica Capital Investments
Texas
$515K
DIM
1596
Delta Investment Management
California
$514K
WTFG
1597
Wood Tarver Financial Group
Idaho
$514K +$500K +7,327 New
SB
1598
Sunflower Bank
Texas
$513K +$37.3K +547 +8%
TCB
1599
Texas Capital Bancshares
Texas
$513K -$113K -1,662 -19%
NBWM
1600
North Berkeley Wealth Management
California
$512K +$498K +7,292 New

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.