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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
ACP
1876
Argyle Capital Partners
California
$343K +$333K +4,884 New
SGCA
1877
Steel Grove Capital Advisors
Tennessee
$343K
EFL
1878
ERn Financial LLC
Wisconsin
$343K -$172K -2,514 -34%
VV
1879
Verity & Verity
South Carolina
$342K
SP
1880
Successful Portfolios
Florida
$342K -$3.35K -49 -1%
CCB
1881
Cutter & Co Brokerage
Missouri
$342K -$7.3K -107 -2%
IA
1882
Inspire Advisors
Idaho
$341K -$29.7K -435 -8%
HA
1883
HC Advisors
Georgia
$341K +$44.7K +655 +16%
AIA
1884
Accelerate Investment Advisors
California
$340K +$46.1K +675 +16%
MWM
1885
MinichMacGregor Wealth Management
New York
$340K +$46.2K +677 +16%
BWM
1886
Baron Wealth Management
Michigan
$340K +$37.3K +547 +13%
S
1887
Sachetta
Massachusetts
$338K -$1.16K -17 -0.4%
BDF
1888
Black Diamond Financial
Maryland
$338K +$10.3K +151 +3%
BFP
1889
Brewster Financial Planning
New York
$337K +$328K +4,804 New
ABLA
1890
Alan B. Lancz & Associates
Ohio
$337K
UWM
1891
United Wealth Management
Virginia
$337K +$328K +4,798 New
EA
1892
Evolution Advisers
Virginia
$337K -$132K -1,935 -29%
BMWS
1893
Brady Martz Wealth Solutions
North Dakota
$336K +$323K +4,724 New
FWTB
1894
First Western Trust Bank
Colorado
$336K +$7.99K +117 +3%
MPW
1895
Monterey Private Wealth
California
$335K +$54.3K +795 +20%
NFP
1896
Narus Financial Partners
Utah
$335K +$52.8K +773 +19%
SF
1897
Slagle Financial
Illinois
$335K -$55.8K -818 -15%
CWA
1898
Cornerstone Wealth Advisors
Minnesota
$334K
S
1899
Sunpointe
Missouri
$334K +$78.5K +1,150 +32%
VC
1900
Vicus Capital
Pennsylvania
$334K -$9.22K -135 -3%

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.