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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
PVI
1826
Pine Valley Investments
New Jersey
$364K +$68 +1 +0%
NFC
1827
Northeast Financial Consultants
Connecticut
$364K +$54.6K +800 +18%
BRWM
1828
Blue Rock Wealth Management
North Carolina
$364K +$354K +5,184 New
TC
1829
Taika Capital
Florida
$364K +$354K +5,180 New
GSWM
1830
Golden State Wealth Management
California
$363K +$353K +5,172 New
BGAI
1831
Bruce G. Allen Investments
Colorado
$363K -$15K -219 -4%
PWM
1832
Partners Wealth Management
California
$363K +$353K +5,169 New
DWM
1833
Dorchester Wealth Management
Quebec, Canada
$363K -$42.7K -625 -11%
RP
1834
Raelipskie Partnership
Ontario, Canada
$363K -$9.22K -135 -3%
BFF
1835
Byrne Financial Freedom
Massachusetts
$363K +$352K +5,162 New
SL
1836
Salomon & Ludwin
Virginia
$362K -$7.3K -107 -2%
FAM
1837
Formidable Asset Management
Ohio
$360K -$20.4K -299 -6%
BHIA
1838
Birch Hill Investment Advisors
Massachusetts
$360K +$3.62K +53 +1%
EI
1839
Ellevest Inc
New York
$360K -$137 -2 -0%
HWM
1840
Hohimer Wealth Management
Washington
$360K
IWA
1841
Integrity Wealth Advisors
California
$360K +$350K +5,123 New
FMTC
1842
Farmers & Merchants Trust Company
California
$359K -$341K -5,000 -49%
MCP
1843
Mirador Capital Partners
California
$359K +$60.4K +885 +21%
KFC
1844
Klingenstein Fields & Co
New York
$359K +$19K +278 +6%
WPP
1845
Whalerock Point Partners
Rhode Island
$359K
WIM
1846
Warwick Investment Management
Texas
$359K +$2.59K +38 +0.7%
BWA
1847
Burt Wealth Advisors
Maryland
$358K -$1.09K -16 -0.3%
MAG
1848
Mokosak Advisory Group
Iowa
$358K +$1.5K +22 +0.4%
APG
1849
Abacus Planning Group
South Carolina
$356K +$68 +1 +0%
SAM
1850
Secure Asset Management
Michigan
$356K +$36.2K +530 +12%

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.