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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
GAM
1901
Gould Asset Management
California
$334K
HKIM
1902
Hayek Kallen Investment Management
Alabama
$334K
HIS
1903
Harvest Investment Services
Illinois
$334K +$324K +4,752 New
LWL
1904
Leo Wealth LLC
Texas
$333K -$6.14K -90 -2%
AWM
1905
Aprio Wealth Management
Georgia
$333K -$112K -1,639 -26%
ORC
1906
O'Rourke & Company
Massachusetts
$332K +$205 +3 +0.1%
OHWA
1907
Oak Hill Wealth Advisors
Virginia
$331K +$322K +4,719 New
Kayne Anderson Rudnick Investment Management
1908
Kayne Anderson Rudnick Investment Management
California
$331K +$21.8K +319 +7%
FFG
1909
First Financial Group
North Carolina
$330K +$321K +4,704 New
BCM
1910
Buckhead Capital Management
Georgia
$329K
CSC
1911
Caldwell Sutter Capital
California
$327K +$68 +1 +0%
AIA
1912
Alternative Investment Advisors
Florida
$327K +$205 +3 +0.1%
GJWM
1913
Gilliland Jeter Wealth Management
Arkansas
$326K -$7.65K -112 -2%
LF
1914
LifePlan Financial
Minnesota
$324K -$167K -2,450 -35%
SFC
1915
SYM Financial Corp
Indiana
$323K -$112K -1,640 -26%
FC
1916
Forte Capital
New York
$321K
BHWM
1917
Bar Harbor Wealth Management
New Hampshire
$320K
PSC
1918
Prentiss Smith & Co
Vermont
$320K
WAAG
1919
Wealth Alliance Advisory Group
Kansas
$320K
ADL
1920
Asset Dedication LLC
California
$319K +$8.81K +129 +3%
TWA
1921
Talisman Wealth Advisors
New Jersey
$318K
GWSG
1922
GPS Wealth Strategies Group
Colorado
$317K +$210K +3,080 +216%
SIC
1923
Samalin Investment Counsel
New York
$316K +$7.44K +109 +2%
BFA
1924
Bill Few Associates
Pennsylvania
$315K
KWM
1925
Keebeck Wealth Management
Illinois
$314K +$60.5K +886 +25%

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.