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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
BTWM
1601
Baker Tilly Wealth Management
Wisconsin
$512K -$93K -1,362 -16%
BAS
1602
Brueske Advisory Services
Washington
$511K +$497K +7,280 New
LA
1603
Lakeside Advisors
Washington
$511K
WCG
1604
Weaver Consulting Group
California
$510K
SVWAG
1605
Sound View Wealth Advisors Group
Georgia
$509K -$36.9K -541 -7%
HP
1606
Holistic Planning
Texas
$508K -$6.21K -91 -1%
CA
1607
Capital Advantage
California
$508K +$494K +7,235 New
SWA
1608
Stratos Wealth Advisors
Ohio
$508K -$15.7K -230 -3%
AFT
1609
Alpha Family Trust
California
$507K
EA
1610
Everpar Advisors
Oklahoma
$506K -$50.3K -737 -9%
SCM
1611
Sterneck Capital Management
Missouri
$505K
KSWA
1612
Kathleen S. Wright Associates
Pennsylvania
$505K
WA
1613
Wealthstream Advisors
New York
$504K +$67K +981 +16%
PWA
1614
Physician Wealth Advisors
Utah
$503K +$137 +2 +0%
WA
1615
Waddell & Associates
Tennessee
$502K
CA
1616
Cambridge Advisors
Nebraska
$502K +$2.46K +36 +0.5%
SAM
1617
Summit Asset Management
Tennessee
$502K
BLC
1618
Brown, Lisle/Cummings
Rhode Island
$502K
OAM
1619
Oxford Asset Management
United Kingdom
$501K +$487K +7,131 New
VP
1620
Verum Partners
North Carolina
$500K -$180K -2,639 -27%
NHT
1621
New Hampshire Trust
New Hampshire
$499K
POIA
1622
Pin Oak Investment Advisors
Texas
$499K
SAM
1623
S.A. Mason
Michigan
$499K
IF
1624
Intrua Financial
Texas
$499K -$290K -4,243 -37%
HC
1625
Hara Capital
Washington
$498K +$263K +3,846 +119%

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.