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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
EP
2001
EPIQ Partners
Minnesota
$281K -$58.2K -853 -18%
UBV
2002
United Bank (Virginia)
Virginia
$281K
CAL
2003
Capital Analysts LLC
Pennsylvania
$280K +$51.8K +759 +23%
SAM
2004
SignalPoint Asset Management
Missouri
$279K
AWA
2005
Acorn Wealth Advisors
Michigan
$279K -$18.8K -275 -6%
SXL
2006
Summit X LLC
Missouri
$278K +$24K +352 +10%
TI
2007
tru Independence
Oregon
$278K -$7.7M -112,759 -97%
BOH
2008
Bank of Hawaii
Hawaii
$278K -$52.8K -774 -16%
HWMO
2009
Heritage Wealth Management (Ohio)
Ohio
$278K +$14.3K +210 +6%
TW
2010
Towerpoint Wealth
California
$277K
LSWP
2011
Liberty Square Wealth Partners
Pennsylvania
$277K +$237K +3,465 New
WG
2012
Wealth Group
North Carolina
$277K +$27.7K +406 +11%
SCM
2013
Stordahl Capital Management
Colorado
$276K +$269K +3,934 New
EIG
2014
Ellenbecker Investment Group
Wisconsin
$276K -$33.7K -493 -11%
PCMN
2015
Paradigm Capital Management (Nevada)
Nevada
$275K
PCA
2016
Peddock Capital Advisors
Massachusetts
$274K
CFG
2017
CKW Financial Group
Hawaii
$274K -$75.1K -1,100 -22%
CAM
2018
Cozad Asset Management
Illinois
$273K
FPF
2019
First Pacific Financial
Washington
$272K
BFM
2020
Boston Financial Management
Massachusetts
$272K -$10.9K -159 -4%
CPWA
2021
Cerro Pacific Wealth Advisors
California
$272K +$11.4K +167 +4%
BWP
2022
Bernardo Wealth Planning
Pennsylvania
$272K +$3.14K +46 +1%
CNB
2023
Camden National Bank
Maine
$272K -$56.3K -825 -18%
GG
2024
Greenwood Gearhart
Arkansas
$271K +$264K +3,861 New
XSC
2025
X-Square Capital
Puerto Rico
$271K -$3.48K -51 -1%

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.