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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
LWM
1726
Lakeridge Wealth Management
Ohio
$433K +$3.55K +52 +0.9%
MAG
1727
M3 Advisory Group
Massachusetts
$432K -$273 -4 -0.1%
VWA
1728
VSM Wealth Advisory
Maryland
$429K +$417K +6,108 New
SFI
1729
SPC Financial Inc
Maryland
$428K +$10.5K +154 +3%
UF
1730
Univest Financial
Pennsylvania
$428K +$68 +1 +0%
CHP
1731
Cable Hill Partners
Oregon
$428K +$122K +1,790 +42%
WDL
1732
Well Done LLC
Michigan
$427K
LWM
1733
LongView Wealth Management
Georgia
$427K +$1.5K +22 +0.4%
BEW
1734
Burton Enright Welch
California
$426K +$4.23K +62 +1%
GFM
1735
GF Fund Management
China
$425K +$413K +6,055 New
SPWM
1736
Spartan Planning & Wealth Management
North Carolina
$425K +$413K +6,052 New
DSC
1737
Duncker Streett & Co
Missouri
$425K +$49.7K +728 +14%
SMWM
1738
Silvia McColl Wealth Management
California
$425K +$137 +2 +0%
CS
1739
Candriam SCA
Luxembourg
$424K
WAM
1740
WFA Asset Management
Wisconsin
$424K +$370K +5,424 +892%
FNBOH
1741
First National Bank of Hutchinson
Kansas
$423K +$412K +6,029 New
LRIA
1742
Leonard Rickey Investment Advisors
Washington
$423K -$7.92K -116 -2%
SWM
1743
Silverlake Wealth Management
Vermont
$423K +$341 +5 +0.1%
SG Americas Securities
1744
SG Americas Securities
New York
$422K -$18.6M -272,333 -98%
AF
1745
Arrow Financial
New York
$420K
CFO
1746
CVA Family Office
Colorado
$419K +$56.4K +826 +16%
PCM
1747
Parsons Capital Management
Rhode Island
$417K +$12.1K +177 +3%
1CP
1748
17 Capital Partners
Arizona
$416K +$137K +2,005 +51%
TIA
1749
Traphagen Investment Advisors
New Jersey
$415K -$36.3K -532 -8%
FIM
1750
Fruth Investment Management
Texas
$415K -$20.5K -300 -5%

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.