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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
CF
2201
Convergence Financial
Missouri
$212K +$206K +3,024 New
HPM
2202
Hoxton Planning & Management
West Virginia
$212K +$206K +3,015 New
HFRG
2203
Houlihan Financial Resource Group
Virginia
$211K +$205K +3,009 New
ANC
2204
Ames National Corp
Iowa
$211K +$205K +3,000 New
BWM
2205
Buckley Wealth Management
Nevada
$211K +$205K +3,000 New
TIP
2206
Torray Investment Partners
Maryland
$211K +$205K +3,000 New
SWP
2207
Strategic Wealth Partners
Ohio
$211K +$182K +2,672 New
WDG
2208
Wealth Dimensions Group
Ohio
$210K +$204K +2,995 New
SFG
2209
Sovereign Financial Group
Connecticut
$210K +$204K +2,991 New
GWM
2210
GDS Wealth Management
Texas
$209K +$204K +2,982 New
VCM
2211
Vivaldi Capital Management
Illinois
$209K +$183K +2,687 New
CAM
2212
CPA Asset Management
Florida
$209K +$203K +2,980 New
SWA
2213
SOA Wealth Advisors
New York
$209K
VFG
2214
Victory Financial Group
Texas
$209K +$203K +2,977 New
BWM
2215
BNC Wealth Management
Oregon
$208K -$234K -3,428 -54%
FCA
2216
FLC Capital Advisors
California
$208K +$202K +2,965 New
BFA
2217
Beaumont Financial Advisors
Massachusetts
$208K +$202K +2,958 New
API
2218
Asset Planning Inc
California
$208K +$202K +2,957 New
SSC
2219
Syverson Strege & Co
Iowa
$207K +$201K +2,948 New
VBA
2220
von Borstel & Associates
Oregon
$207K +$201K +2,950 New
UFA
2221
Uptown Financial Advisors
Texas
$207K +$201K +2,940 New
BFWM
2222
Bright Futures Wealth Management
New York
$206K -$42.1K -616 -19%
KWM
2223
Kolinsky Wealth Management
New Jersey
$206K +$200K +2,926 New
CIAM
2224
Caitong International Asset Management
Hong Kong
$205K +$200K +2,924 New
CFS
2225
CRA Financial Services
New Jersey
$205K +$199K +2,917 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.