We are live on ! Find out more
WFC icon

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
CWM
1976
Centurion Wealth Management
Virginia
$291K -$751 -11 -0.3%
PSP
1977
Principal Street Partners
Tennessee
$290K +$44.8K +656 +19%
SCM
1978
Spring Capital Management
Texas
$290K +$282K +4,128 New
GCA
1979
Gradient Capital Advisors
California
$290K -$10.4K -152 -4%
CPC
1980
Consolidated Planning Corp
Georgia
$289K -$22.9K -336 -8%
PWG
1981
Private Wealth Group
Florida
$289K
BBPWM
1982
Blue Bell Private Wealth Management
Pennsylvania
$289K -$7.3K -107 -3%
IIM
1983
Ipswich Investment Management
Massachusetts
$288K
PR
1984
Payden & Rygel
California
$288K
CGH
1985
CMG Global Holdings
Texas
$287K -$103K -1,510 -29%
TSWM
1986
Tyler-Stone Wealth Management
Ohio
$287K +$11K +161 +4%
PCH
1987
PGIM Custom Harvest
New Jersey
$287K +$279K +4,083 New
SI
1988
Saxon Interests
Texas
$287K -$23.1K -338 -8%
RIA
1989
Regal Investment Advisors
Michigan
$287K +$278K +4,079 New
SWM
1990
Stockman Wealth Management
Montana
$286K -$6.9K -101 -2%
CD
1991
Chapin Davis
Maryland
$285K
TFCP
1992
Twin Focus Capital Partners
Massachusetts
$284K
SP
1993
Stonebrook Private
Michigan
$284K +$16.9K +248 +7%
SPF
1994
South Plains Financial
Texas
$284K +$276K +4,038 New
OWA
1995
Octavia Wealth Advisors
Ohio
$283K -$24.9K -364 -8%
NDSI
1996
Newman Dignan & Sheerar Inc
Rhode Island
$283K
VDI
1997
Vaughan David Investments
Illinois
$283K +$68 +1 +0%
JHP
1998
James Hambro & Partners
United Kingdom
$282K -$11.9K -175 -4%
SIA
1999
SGL Investment Advisors
Montana
$282K -$1.71K -25 -0.7%
CCA
2000
Cooper Capital Advisors
California
$282K +$274K +4,012 New

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.