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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
ICP
2051
Impact Capital Partners
Colorado
$261K +$254K +3,716 New
FIB
2052
First Interstate Bank
Montana
$261K -$39.3K -575 -13%
TNBTD
2053
Trustmark National Bank Trust Department
Mississippi
$260K -$75.4K -1,105 -23%
RFN
2054
RDA Financial Network
Iowa
$260K +$253K +3,706 New
MCWA
2055
Meadow Creek Wealth Advisors
Georgia
$259K +$8.53K +125 +4%
OWA
2056
Outlook Wealth Advisors
Texas
$259K +$137 +2 +0.1%
WI
2057
Wedgewood Investors
Pennsylvania
$259K -$13.7K -200 -5%
TSMHT
2058
Thurston Springer Miller Herd & Titak
Indiana
$258K +$11.9K +175 +5%
ATS
2059
Ashton Thomas Securities
New York
$258K +$38.4K +562 +18%
MFS
2060
Madrona Financial Services
Washington
$258K +$250K +3,668 New
FOA
2061
Five Oceans Advisors
California
$257K -$59.2K -867 -19%
JWS
2062
Juncture Wealth Strategies
Arizona
$256K +$249K +3,650 New
SWM
2063
Seed Wealth Management
Illinois
$256K
IP
2064
Ignite Planners
California
$255K +$244K +3,579 New
EWM
2065
Endowment Wealth Management
Wisconsin
$254K +$1.36K +20 +0.6%
BFO
2066
Boston Family Office
Massachusetts
$254K
JSSH
2067
J. Safra Sarasin Holding
$254K +$247K +3,614 New
EWS
2068
Eagle Wealth Strategies
New Jersey
$254K +$3.89K +57 +2%
FA
2069
FDx Advisors
Illinois
$253K -$7.85K -115 -3%
SF
2070
SWP Financial
California
$253K +$246K +3,597 New
BFA
2071
Beacon Financial Advisory
Ohio
$252K +$245K +3,587 New
TPA
2072
Trivium Point Advisory
Connecticut
$251K +$37K +542 +18%
BMO
2073
Beck Mack & Oliver
New York
$251K +$244K +3,572 New
CMAI
2074
Capital Management Associates Inc
Minnesota
$251K -$36.3K -531 -13%
CB
2075
Centennial Bank
Arkansas
$250K -$8.81K -129 -3%

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.