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
MFC
1701
Morris Financial Concepts
South Carolina
$443K
FAIM
1702
Financial Advocates Investment Management
Washington
$442K +$3.14K +46 +0.7%
PC
1703
Permanens Capital
New York
$442K -$87.1K -1,276 -17%
FRA
1704
Front Row Advisors
California
$442K
OL
1705
Optas LLC
Texas
$442K +$80.9K +1,185 +23%
AWA
1706
Alaska Wealth Advisors
Alaska
$441K -$48.7K -713 -10%
AA
1707
Advisory Alpha
Michigan
$441K +$27.7K +405 +7%
APW
1708
Austin Private Wealth
Texas
$441K +$428K +6,272 New
FFG
1709
Fortress Financial Group
Minnesota
$440K +$427K +6,261 New
TFF
1710
The Family Firm
Maryland
$440K +$273 +4 +0.1%
CLOS
1711
Compagnie Lombard Odier SCmA
Switzerland
$439K -$273K -4,000 -39%
LB
1712
Legacy Bridge
Iowa
$438K
OC
1713
Oakworth Capital
Alabama
$437K
ML
1714
McAdam LLC
Pennsylvania
$437K +$40.7K +596 +11%
TGAM
1715
TBH Global Asset Management
Tennessee
$436K -$4.51K -66 -1%
CP
1716
CenterBook Partners
Connecticut
$436K -$466K -6,829 -52%
KCFA
1717
Key Client Fiduciary Advisors
New Jersey
$436K -$30.8K -451 -7%
RWA
1718
Redhawk Wealth Advisors
Minnesota
$436K +$273 +4 +0.1%
HIG
1719
Heritage Investment Group
Florida
$436K
SHGA
1720
Sand Hill Global Advisors
California
$436K -$35.3K -517 -8%
NPA
1721
Nichols & Pratt Advisers
Massachusetts
$435K
FCFC
1722
First Citizens Financial Corp
Iowa
$435K +$171K +2,498 +68%
SW
1723
SteelPeak Wealth
California
$435K -$77K -1,128 -15%
ZIG
1724
Zullo Investment Group
Pennsylvania
$434K +$22.7K +333 +6%
FNBTCON
1725
First National Bank & Trust Co of Newtown
Pennsylvania
$434K -$75.8K -1,110 -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.