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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
SFS
1751
Stiles Financial Services
Minnesota
$415K -$8.26K -121 -2%
PTB
1752
Pioneer Trust Bank
Oregon
$414K
AFA
1753
AA Financial Advisors
Ohio
$414K
SC
1754
Searle & Co
Connecticut
$414K +$402K +5,887 New
ACM
1755
Arcataur Capital Management
Wisconsin
$411K
EWA
1756
ERTS Wealth Advisors
Michigan
$411K -$44.9K -658 -10%
SIAG
1757
Safeguard Investment Advisory Group
California
$410K +$9.35K +137 +2%
1WA
1758
180 Wealth Advisors
Washington
$410K -$11.9K -175 -3%
WP
1759
WMS Partners
Maryland
$409K +$397K +5,822 New
FFC
1760
First Financial Corp
Indiana
$408K -$32.6K -477 -8%
MA
1761
Mezzasalma Advisors
New Jersey
$408K +$85K +1,245 +27%
FFA
1762
Florida Financial Advisors
Florida
$407K +$88.3K +1,294 +29%
MCA
1763
MSH Capital Advisors
Arizona
$407K -$341 -5 -0.1%
CWG
1764
Cornerstone Wealth Group
North Carolina
$406K +$22.8K +334 +6%
ITIM
1765
Indiana Trust & Investment Management
Indiana
$406K
GCA
1766
Gallagher Capital Advisors
Texas
$404K +$393K +5,754 New
CFP
1767
Cascade Financial Partners
California
$404K +$6.01K +88 +2%
DWAM
1768
Duncan Williams Asset Management
Tennessee
$401K -$18.2K -267 -4%
M1FG
1769
Mach-1 Financial Group
Arkansas
$400K -$71.9K -1,053 -16%
BI
1770
Ballast Inc
Kentucky
$400K -$341 -5 -0.1%
CA
1771
CoreCap Advisors
Michigan
$398K +$81.9K +1,200 +27%
GCM
1772
G2 Capital Management
Ohio
$397K
CFG
1773
Cooper Financial Group
California
$394K +$69.4K +1,017 +22%
VWA
1774
Visionary Wealth Advisors
Illinois
$393K -$11.3K -165 -3%
BFIC
1775
Bedell Frazier Investment Counselling
California
$391K -$3.41K -50 -0.9%

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.