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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
CWA
2151
Consilio Wealth Advisors
Washington
$225K +$219K +3,209 New
IAG
2152
Investment Advisory Group
Massachusetts
$225K -$189K -2,770 -46%
CIA
2153
Caledonia Investments (Australia)
Australia
$225K +$218K +3,198 New
JWM
2154
Jessup Wealth Management
Ohio
$224K +$218K +3,194 New
DDC
2155
DF Dent & Co
Maryland
$224K -$685K -10,039 -76%
BAM
2156
Brave Asset Management
New Jersey
$224K -$110K -1,604 -33%
WP
2157
WealthPLAN Partners
Nebraska
$224K +$217K +3,184 New
FMN
2158
Financial Management Network
California
$224K -$34.8K -509 -14%
CAI
2159
Capital Advisors Inc
Oklahoma
$223K +$216K +3,170 New
FWM
2160
Forza Wealth Management
Florida
$222K +$216K +3,164 New
BIM
2161
Baldwin Investment Management
Pennsylvania
$221K +$215K +3,153 New
HBW
2162
Hazlett, Burt & Watson
West Virginia
$221K
IA
2163
IFG Advisory
Georgia
$221K +$215K +3,145 New
HPBT
2164
Hickory Point Bank & Trust
Illinois
$221K +$215K +3,142 New
IF
2165
Ironwood Financial
Arizona
$221K +$214K +3,141 New
PS
2166
Planned Solutions
California
$221K -$273 -4 -0.1%
NB
2167
Northwest Bancshares
Pennsylvania
$220K +$214K +3,139 New
OHWP
2168
Oak Harbor Wealth Partners
North Carolina
$220K +$214K +3,138 New
CCS
2169
Concentric Capital Strategies
Connecticut
$220K -$846K -12,394 -80%
HFAS
2170
Hummer Financial Advisory Services
Illinois
$220K +$213K +3,126 New
FA
2171
Fermata Advisors
California
$219K -$78K -1,142 -27%
MAG
2172
MRA Advisory Group
New Jersey
$219K +$213K +3,121 New
FM
2173
Foster & Motley
Ohio
$219K -$136K -1,991 -39%
SCG
2174
Sonata Capital Group
Washington
$219K +$213K +3,115 New
AAS
2175
Asset Allocation Strategies
Michigan
$218K +$188K +2,756 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.