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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
CNTOF
1851
Canandaigua National Trust of Florida
New York
$355K +$345K +5,058 New
BBW
1852
Blue Barn Wealth
Utah
$355K -$50.6K -741 -13%
PMFA
1853
Plante Moran Financial Advisors
Michigan
$354K +$13.2K +194 +4%
AIA
1854
AssuredPartners Investment Advisors
Florida
$352K +$342K +5,012 New
BWM
1855
BlackDiamond Wealth Management
New York
$351K +$4.92K +72 +1%
AAS
1856
Annex Advisory Services
Wisconsin
$351K +$31.1K +455 +10%
AWM
1857
Ameliora Wealth Management
Switzerland
$351K
MJP
1858
Michael J. Puzo
$351K
RL
1859
Ruffer LLP
United Kingdom
$351K
WH
1860
Willner & Heller
California
$351K +$1.84K +27 +0.5%
QFA
1861
Quantum Financial Advisors
California
$351K
VCM
1862
Versant Capital Management
Arizona
$350K +$55.7K +816 +20%
WAM
1863
Walker Asset Management
Missouri
$348K +$1.5K +22 +0.4%
GA
1864
GFS Advisors
Texas
$348K
FCMT
1865
Founders Capital Management (Texas)
Texas
$347K
TF
1866
Tompkins Financial
New York
$346K +$76K +1,113 +29%
CBT
1867
CoreFirst Bank & Trust
Kansas
$346K
SAW
1868
Signal Advisors Wealth
Michigan
$346K -$146K -2,132 -30%
CS
1869
Capital Square
Tennessee
$345K -$7.44K -109 -2%
FCAS
1870
First Command Advisory Services
Texas
$345K -$2.59K -38 -0.8%
ITFISA
1871
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$345K +$132K +1,929 +65%
CCM
1872
Check Capital Management
California
$345K
LWCFA
1873
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K -$34.1K -500 -10%
LG
1874
Leuthold Group
Minnesota
$344K +$335K +4,904 New
TW
1875
Traveka Wealth
California
$344K +$62.8K +920 +23%

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.