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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
BMCM
2026
Bryn Mawr Capital Management
Pennsylvania
$271K +$20.4K +299 +8%
FFA
2027
Fi3 Financial Advisors
Indiana
$271K +$263K +3,853 New
GWMI
2028
Guardian Wealth Management (Illinois)
Illinois
$271K -$69.4K -1,017 -21%
CCAL
2029
City Center Advisors LLC
Michigan
$270K -$67K -982 -20%
PBF
2030
Petix & Botte Financial
California
$269K
CCA
2031
Cottonwood Capital Advisors
Utah
$268K +$137 +2 +0.1%
FHC
2032
First Heartland Consultants
Missouri
$268K -$113K -1,655 -30%
SWIG
2033
Strategic Wealth Investment Group
Kentucky
$268K -$6.96K -102 -3%
CTA
2034
Colonial Trust Advisors
South Carolina
$267K -$61.6K -902 -19%
CCM
2035
Crabel Capital Management
California
$267K +$259K +3,798 New
AI
2036
AXS Investments
New York
$267K -$30.8K -451 -11%
4WM
2037
49 Wealth Management
Texas
$266K -$50.7K -742 -16%
HWM
2038
HRC Wealth Management
Idaho
$266K +$683 +10 +0.3%
IWP
2039
Invenio Wealth Partners
Florida
$266K
BC
2040
Brio Consultants
California
$265K
GSF
2041
Grove Street Fiduciary
New Hampshire
$265K +$257K +3,766 New
MCA
2042
Magnolia Capital Advisors
Mississippi
$264K +$257K +3,764 New
MCWS
2043
McKinley Carter Wealth Services
West Virginia
$264K +$257K +3,764 New
PCA
2044
Prosperity Capital Advisors
Ohio
$263K +$256K +3,745 New
FSA
2045
Financial Security Advisor
Virginia
$263K -$6.83K -100 -3%
W
2046
Wealthquest
Ohio
$262K +$255K +3,736 New
LA
2047
Lifeworks Advisors
Michigan
$262K +$254K +3,726 New
SIMG
2048
Sonora Investment Management Group
Arizona
$262K -$9.35K -137 -4%
SIG
2049
Sargent Investment Group
Maryland
$261K +$253K +3,704 New
UCB
2050
United Community Bank
South Carolina
$261K +$12.5K +183 +5%

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.