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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
VSQM
2076
V-Square Quantitative Management
Illinois
$250K -$29.9K -438 -11%
BWA
2077
Bordeaux Wealth Advisors
California
$249K +$243K +3,552 New
DFCM
2078
Dark Forest Capital Management
Puerto Rico
$249K -$951K -13,932 -80%
JWM
2079
JGP Wealth Management
Oregon
$248K +$241K +3,533 New
CWA
2080
Centennial Wealth Advisory
Michigan
$248K -$9.15K -134 -4%
AIM
2081
Avity Investment Management
Connecticut
$248K +$241K +3,525 New
WCFA
2082
Walkner Condon Financial Advisors
Wisconsin
$246K +$239K +3,507 New
CIS
2083
Custom Index Systems
New York
$246K +$239K +3,500 New
BBA
2084
Braun-Bostich & Associates
Pennsylvania
$246K +$239K +3,498 New
TFIPS
2085
Towarzystwo Funduszy Inwestycyjnych PZU SA
$245K +$36.9K +540 +18%
ALA
2086
Atlas Legacy Advisors
California
$245K +$238K +3,486 New
TTWM
2087
TCV Trust & Wealth Management
Virginia
$244K +$237K +3,476 New
NG
2088
Northstar Group
New York
$244K +$237K +3,474 New
GWM
2089
Greenwich Wealth Management
Connecticut
$244K +$237K +3,475 New
SFC
2090
Sprinkle Financial Consultants
Colorado
$244K +$237K +3,473 New
QPW
2091
Quantum Private Wealth
Florida
$243K +$236K +3,463 New
LWM
2092
Lionshead Wealth Management
New York
$243K +$236K +3,462 New
GGS
2093
Galvin Gaustad & Stein
Arizona
$243K +$236K +3,462 New
CTWM
2094
Cherry Tree Wealth Management
Minnesota
$243K
ANB
2095
Amarillo National Bank
Texas
$242K +$236K +3,450 New
MWM
2096
McMill Wealth Management
Nebraska
$242K +$235K +3,449 New
AC
2097
Addison Capital
Pennsylvania
$242K -$38.4K -562 -14%
SF
2098
Symphony Financial
Texas
$242K +$212K +3,106 New
PAG
2099
Powers Advisory Group
Illinois
$242K +$235K +3,441 New
MWA
2100
Motive Wealth Advisors
Michigan
$241K +$234K +3,433 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.