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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
WWG
2126
West Wealth Group
California
$232K +$225K +3,301 New
CC
2127
Copperleaf Capital
North Carolina
$232K +$225K +3,300 New
WCM
2128
Washington Capital Management
Washington
$232K +$225K +3,300 New
TWP
2129
Tempus Wealth Planning
California
$231K +$225K +3,291 New
OPWM
2130
Oregon Pacific Wealth Management
Oregon
$231K +$225K +3,290 New
BW
2131
BXM Wealth
Colorado
$230K +$224K +3,276 New
PSP
2132
Pacific Sage Partners
Washington
$230K +$223K +3,269 New
BWP
2133
BSW Wealth Partners
Colorado
$230K +$223K +3,268 New
PCMC
2134
Paragon Capital Management (Colorado)
Colorado
$229K +$222K +3,256 New
RFP
2135
Root Financial Partners
California
$228K +$222K +3,253 New
SFG
2136
Sunburst Financial Group
Alabama
$228K +$222K +3,252 New
BIG
2137
Builder Investment Group
Georgia
$228K -$68.3K -1,000 -24%
BL
2138
Balentine LLC
Georgia
$228K -$34.5K -506 -13%
ETS
2139
ESL Trust Services
New York
$228K +$216K +3,162 +3,593%
AIA
2140
Angeles Investment Advisors
California
$228K +$222K +3,250 New
RC
2141
Rovin Capital
Arizona
$228K +$222K +3,248 New
HIM
2142
Hanlon Investment Management
New Jersey
$228K +$221K +3,243 New
ARG
2143
Advisory Resource Group
Oklahoma
$227K +$220K +3,228 New
CFA
2144
Capstone Financial Advisors
Illinois
$227K +$220K +3,227 New
TCM
2145
Traynor Capital Management
Pennsylvania
$226K -$33.2K -486 -13%
GHA
2146
Granite Harbor Advisors
Texas
$226K +$220K +3,224 New
SWRP
2147
Summit Wealth & Retirement Planning
California
$226K +$220K +3,223 New
GFG
2148
Goldstone Financial Group
Illinois
$226K +$220K +3,223 New
EWA
2149
Emergent Wealth Advisors
New York
$226K +$219K +3,212 New
EWM
2150
Executive Wealth Management
Michigan
$226K +$219K +3,211 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.