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
DA
1801
Detalus Advisors
Missouri
$379K -$13.7K -200 -4%
RPWA
1802
Regent Peak Wealth Advisors
Georgia
$379K +$7.58K +111 +2%
RDWM
1803
Red Door Wealth Management
Tennessee
$379K -$47.2K -692 -11%
HCM
1804
Hengehold Capital Management
Ohio
$379K +$54.1K +793 +17%
GWM
1805
Gitterman Wealth Management
New Jersey
$378K +$367K +5,377 New
MFWP
1806
Mosaic Family Wealth Partners
Missouri
$377K +$6.01K +88 +2%
PMSA
1807
Patrick M. Sweeney & Associates
Illinois
$377K -$72.7K -1,065 -17%
SNBOSD
1808
Security National Bank of So Dak
Iowa
$376K
EFA
1809
Evernest Financial Advisors
Indiana
$375K +$95.4K +1,397 +35%
FFP
1810
FourThought Financial Partners
Florida
$375K +$364K +5,332 New
NED
1811
Nancy E. Dempze
$372K
CC
1812
Constitution Capital
Connecticut
$372K
AG
1813
AlTi Global
New York
$372K -$203K -2,980 -36%
MSA
1814
Marino Stram & Associates
Massachusetts
$371K +$7.17K +105 +2%
MPCG
1815
Matrix Private Capital Group
New York
$371K
SSA
1816
Sierra Summit Advisors
Nevada
$370K
MAM
1817
MMA Asset Management
Pennsylvania
$370K +$5.8K +85 +2%
MCA
1818
Millennium Capital Advisors
Arkansas
$369K +$34.1K +500 +11%
NRC
1819
New Republic Capital
North Carolina
$369K +$10.2K +149 +3%
SMC
1820
Smith, Moore & Co
Missouri
$368K -$20.5K -300 -5%
BIC
1821
Beach Investment Counsel
Pennsylvania
$368K
RFA
1822
Register Financial Advisors
Georgia
$368K -$13.4K -196 -4%
HA
1823
Helium Advisors
Washington
$367K +$357K +5,230 New
RDIA
1824
RE Dickinson Investment Advisors
Iowa
$367K +$205 +3 +0.6%
MA
1825
MKT Advisors
California
$366K -$13.1K -192 -4%

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.