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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
2176
CM Wealth Advisors
Ohio
$218K +$212K +3,110 New
AT
2177
American Trust
Kentucky
$218K +$212K +3,103 New
WFA
2178
West Financial Advisors
Iowa
$218K +$14.3K +209 +7%
MCCA
2179
Mill Creek Capital Advisors
Pennsylvania
$217K +$211K +3,094 New
KOMWMG
2180
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$211K +3,092 New
GBT
2181
Grove Bank & Trust
Florida
$217K -$15.5K -227 -7%
WC
2182
Woodstock Corp
Massachusetts
$217K -$57.7K -845 -22%
NCMW
2183
Northern Capital Management (Washington)
Washington
$217K +$211K +3,084 New
KAM
2184
KEB Asset Management
Illinois
$217K +$210K +3,083 New
BIA
2185
Bell Investment Advisors
California
$216K -$3.48K -51 -2%
NG
2186
Novem Group
New York
$216K +$210K +3,076 New
SWM
2187
Sculati Wealth Management
Michigan
$216K +$210K +3,074 New
RWM
2188
RKL Wealth Management
Pennsylvania
$216K +$210K +3,072 New
MWM
2189
Merriman Wealth Management
Washington
$215K +$213K +3,115 New
SFS
2190
Strategic Financial Services
New York
$215K +$209K +3,061 New
SHWM
2191
Smith & Howard Wealth Management
Georgia
$215K +$209K +3,060 New
OAS
2192
Optivise Advisory Services
Tennessee
$215K +$209K +3,059 New
GS
2193
Gagnon Securities
New York
$215K
LS
2194
Leelyn Smith
Illinois
$214K +$208K +3,050 New
TA
2195
TFB Advisors
Kansas
$214K +$208K +3,048 New
LA
2196
LM Advisors
California
$214K +$208K +3,049 New
TC
2197
TFR Capital
Texas
$214K +$208K +3,042 New
NWM
2198
Northcape Wealth Management
New York
$214K +$208K +3,040 New
DIP
2199
Davis Investment Partners
North Carolina
$213K +$208K +3,043 New
VC
2200
Veery Capital
Delaware
$213K +$207K +3,030 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.