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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
CAWM
2101
Capital Advisors Wealth Management
Washington
$241K +$234K +3,428 New
FA
2102
Fountainhead AM
New Jersey
$241K +$234K +3,426 New
HWMG
2103
Hurlow Wealth Management Group
Indiana
$241K +$234K +3,426 New
CAM
2104
Claret Asset Management
Quebec, Canada
$239K +$232K +3,402 New
ET
2105
Entropy Technologies
New York
$239K +$232K +3,400 New
NCM
2106
Novare Capital Management
North Carolina
$239K -$17.8K -261 -7%
SIC
2107
SFE Investment Counsel
California
$239K +$232K +3,399 New
NJBEST
2108
New Jersey Better Educational Savings Trust
New Jersey
$239K +$232K +3,398 New
BFA
2109
Buttonwood Financial Advisors
Maryland
$238K +$232K +3,392 New
CST
2110
Charles Schwab Trust
Nevada
$238K +$231K +3,387 New
FWM
2111
Finer Wealth Management
Massachusetts
$238K +$231K +3,382 New
CSB
2112
City State Bank
Iowa
$237K
CCM
2113
Chiron Capital Management
Florida
$237K -$460K -6,740 -67%
JTWM
2114
Jackson Thornton Wealth Management
Alabama
$236K +$230K +3,365 New
UBG
2115
United Bank (Georgia)
Georgia
$236K +$229K +3,357 New
FHA
2116
Flagship Harbor Advisors
Massachusetts
$235K -$17.3K -253 -7%
GA
2117
Geller Advisors
New York
$235K +$228K +3,342 New
FNWA
2118
Financial Network Wealth Advisors
Utah
$234K -$809K -11,853 -78%
CPCP
2119
Cedar Point Capital Partners
Iowa
$234K +$227K +3,332 New
CAL
2120
Capital Advisors Ltd
Ohio
$234K +$4.37K +64 +2%
IW
2121
Instrumental Wealth
Florida
$233K +$206K +3,012 New
BSB
2122
Bangor Savings Bank
Maine
$233K
RA
2123
Rise Advisors
New York
$233K +$1.16K +17 +0.5%
B
2124
BetterWealth
California
$233K +$227K +3,318 New
AWA
2125
Aletheian Wealth Advisors
Washington
$232K +$226K +3,307 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.