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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
SC
1951
Scratch Capital
Idaho
$302K +$294K +4,299 New
BWAM
1952
Boyd Watterson Asset Management
Ohio
$301K
BWP
1953
Balboa Wealth Partners
Arizona
$301K +$293K +4,290 New
KFS
1954
Keynote Financial Services
Connecticut
$301K
MA
1955
MJP Associates
Connecticut
$301K +$292K +4,281 New
PFA
1956
Professional Financial Advisors
Nebraska
$301K +$1.43K +21 +0.5%
IA
1957
IFG Advisors
Missouri
$301K +$68 +1 +0%
CCIA
1958
Cherry Creek Investment Advisors
Colorado
$299K +$819 +12 +0.3%
AWM
1959
Arista Wealth Management
Nevada
$299K
ACA
1960
Affinity Capital Advisors
California
$298K -$18.6K -273 -6%
CWP
1961
Core Wealth Partners
California
$298K +$289K +4,237 New
WA
1962
WealthTrust Axiom
Pennsylvania
$298K
FAB
1963
First American Bank
Illinois
$297K -$48.9K -716 -14%
GWMR
1964
GC Wealth Management RIA
Massachusetts
$297K -$751 -11 -0.3%
CWM
1965
CarsonAllaria Wealth Management
Illinois
$297K -$51.7K -757 -15%
PWM
1966
Power Wealth Management
Georgia
$297K
EIP
1967
Ellis Investment Partners
Pennsylvania
$296K +$137 +2 +0%
RBC
1968
Romano Brothers & Co
Illinois
$295K -$6.83K -100 -2%
NCTC
1969
New Covenant Trust Company
Indiana
$293K -$9.49K -139 -3%
CWM
1970
Concentrum Wealth Management
California
$293K +$2.32K +34 +0.8%
NFG
1971
Nations Financial Group
Iowa
$292K +$3K +44 +1%
CAG
1972
Centerpoint Advisory Group
Kansas
$292K +$284K +4,159 New
GWM
1973
GK Wealth Management
Nevada
$292K +$284K +4,154 New
AMBIA
1974
Allen Mooney & Barnes Investment Advisors
Georgia
$291K -$1.91K -28 -0.7%
THL
1975
Tillman Hartley LLC
Colorado
$291K

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.