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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
HR
1776
Hardy Reed
Mississippi
$391K +$14.7K +215 +4%
KNW
1777
Kesler Norman & Wride
Utah
$391K -$32.6K -477 -8%
GS
1778
GWN Securities
Florida
$390K +$346K +5,067 New
HCWM
1779
Hidden Cove Wealth Management
Washington
$390K +$379K +5,554 New
ST
1780
Smithfield Trust
Pennsylvania
$390K -$20.5K -300 -5%
DWM
1781
Denver Wealth Management
Colorado
$390K +$16K +234 +4%
PPG
1782
Peak Planning Group
Colorado
$389K -$341K -5,000 -47%
PCG
1783
PFC Capital Group
California
$389K +$137K +2,000 +56%
PWP
1784
Pursue Wealth Partners
California
$388K
ACP
1785
Aviance Capital Partners
Florida
$387K -$355K -5,200 -49%
NCM
1786
Narwhal Capital Management
Georgia
$387K
MFA
1787
Mayflower Financial Advisors
Massachusetts
$385K +$11.6K +170 +3%
WMA
1788
Wealth Management Associates
New Jersey
$384K +$45.4K +665 +14%
SB
1789
Strategic Blueprint
Georgia
$384K +$42.2K +618 +13%
GIA
1790
Guyasuta Investment Advisors
Pennsylvania
$384K -$14.3K -209 -4%
BW
1791
BIP Wealth
Georgia
$383K +$372K +5,450 New
HCMG
1792
Howard Capital Management Group
California
$383K
ZF
1793
Zhang Financial
Michigan
$383K +$119K +1,743 +47%
AWM
1794
Ariadne Wealth Management
California
$382K
MWM
1795
Maridea Wealth Management
New York
$381K +$371K +5,428 New
ZB
1796
Zions Bancorporation
Utah
$381K -$106K -1,550 -22%
JCM
1797
Jacobsen Capital Management
Utah
$381K +$10.1K +148 +3%
CTI
1798
Community Trust & Investment
Kentucky
$381K -$56.7K -830 -13%
UWPG
1799
Ullmann Wealth Partners Group
Florida
$380K -$137K -2,000 -27%
AAP
1800
Arax Advisory Partners
Colorado
$380K +$107K +1,569 +41%

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.