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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
CCM
1676
Chilton Capital Management
Texas
$463K -$420K -6,156 -48%
AG
1677
AmeriFlex Group
Nevada
$461K +$399K +5,850 New
PFW
1678
Petros Family Wealth
Minnesota
$461K +$448K +6,557 New
SLWA
1679
San Luis Wealth Advisors
California
$459K -$156K -2,289 -26%
CP
1680
Canopy Partners
Ohio
$459K +$1.64K +24 +0.4%
ICP
1681
Interchange Capital Partners
Pennsylvania
$458K -$116K -1,695 -21%
MCM
1682
Mengis Capital Management
Oregon
$458K +$68 +1 +0%
ACM
1683
Ayrshire Capital Management
Connecticut
$457K
PA
1684
PharVision Advisers
Florida
$456K +$443K +6,495 New
MADFP
1685
Michael A Dubis Financial Planning
Wisconsin
$456K +$443K +6,492 New
WC
1686
Westhampton Capital
North Carolina
$456K -$34.1K -500 -7%
CT
1687
Colonial Trust
South Carolina
$455K -$5.39K -79 -1%
AWP
1688
Axis Wealth Partners
Rhode Island
$454K +$442K +6,467 New
BPW
1689
Bingham Private Wealth
California
$454K +$442K +6,467 New
OFG
1690
Oxford Financial Group
Indiana
$454K -$22.5K -329 -5%
RWPA
1691
Richard W. Paul & Associates
Michigan
$452K -$19.9K -291 -4%
BA
1692
Bristlecone Advisors
Washington
$452K -$5.94K -87 -1%
SIM
1693
Sentry Investment Management
Wisconsin
$451K -$71.4K -1,046 -14%
VCP
1694
Verus Capital Partners
Arizona
$450K +$5.26K +77 +1%
CC
1695
Callan Capital
California
$449K +$25.5K +373 +6%
PCG
1696
Prosperity Consulting Group
Maryland
$448K +$88.1K +1,290 +25%
OAM
1697
Occidental Asset Management
California
$447K +$341 +5 +0.1%
AFG
1698
Allegheny Financial Group
Pennsylvania
$446K +$7.03K +103 +2%
WF
1699
WoodTrust Financial
Wisconsin
$445K +$23.4K +342 +6%
AA
1700
Alpha Advisors
Virginia
$445K +$432K +6,332 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.