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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
TWA
1926
TCI Wealth Advisors
Arizona
$312K -$26.8K -393 -8%
EL
1927
EWA LLC
Pennsylvania
$312K +$2.66K +39 +0.9%
PCMC
1928
Private Capital Management (Colorado)
Colorado
$312K -$261K -3,821 -46%
GKIM
1929
GW&K Investment Management
Massachusetts
$312K -$9.49K -139 -3%
JWWM
1930
Johnson & White Wealth Management
Pennsylvania
$312K +$304K +4,449 New
MW
1931
MBL Wealth
North Carolina
$312K -$17.6K -258 -5%
MWM
1932
Maripau Wealth Management
Indiana
$311K +$303K +4,435 New
CSPIA
1933
Cary Street Partners Investment Advisory
Virginia
$311K -$756K -11,067 -71%
LFA
1934
Laraway Financial Advisors
Minnesota
$311K +$68 +1 +0%
AP
1935
Atwood & Palmer
Missouri
$311K -$102K -1,500 -25%
SI
1936
Seeds Investor
New York
$311K -$2.05K -30 -0.7%
MSAM
1937
Moloney Securities Asset Management
Missouri
$311K +$302K +4,423 New
YDMI
1938
Y.D. More Investments
Israel
$310K +$147K +2,152 +95%
WAM
1939
Weinberger Asset Management
California
$310K -$74.5K -1,091 -20%
KLWA
1940
Kelly Lawrence W & Associates
California
$309K
PC
1941
Prairiewood Capital
North Dakota
$309K
RWP
1942
Revolve Wealth Partners
New Jersey
$308K -$68 -1 -0%
SL
1943
Sentinus LLC
Illinois
$306K +$54.6K +800 +23%
CPA
1944
Capital Performance Advisors
California
$305K +$176K +2,582 +146%
CWM
1945
Chesapeake Wealth Management
Virginia
$305K +$5.05K +74 +2%
WMA
1946
West Michigan Advisors
Michigan
$305K +$296K +4,339 New
SEP
1947
Southland Equity Partners
Missouri
$304K +$410 +6 +0.1%
COFSG
1948
Carbahal Olsen Financial Services Group
California
$303K +$295K +4,320 New
LCS
1949
Levin Capital Strategies
New York
$302K
VCP
1950
Vista Capital Partners
Oregon
$302K +$4.44K +65 +2%

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.