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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
HVIA
2226
Hudson Valley Investment Advisors
New York
$205K +$199K +2,915 New
HL
2227
HeadInvest LLC
Maine
$204K +$198K +2,905 New
EIA
2228
Edgemoor Investment Advisors
Maryland
$204K +$198K +2,904 New
CBB
2229
Citizens Business Bank
California
$204K
GD
2230
Grandfield & Dodd
New York
$204K +$198K +2,898 New
AA
2231
Apriem Advisors
California
$203K +$198K +2,896 New
IWN
2232
Independent Wealth Network
Iowa
$203K +$198K +2,895 New
SCA
2233
Scott Capital Advisors
Oregon
$203K +$197K +2,879 New
SPG
2234
Strategic Planning Group
Utah
$203K +$197K +2,891 New
KL
2235
KWMG LLC
Kansas
$203K +$197K +2,889 New
MAM
2236
McLean Asset Management
Virginia
$202K +$196K +2,873 New
RIM
2237
RW Investment Management
Idaho
$202K +$196K +2,872 New
NCM
2238
Nelson Capital Management
California
$201K +$196K +2,868 New
ACA
2239
American Capital Advisory
Idaho
$201K +$137 +2 +0.1%
HGWM
2240
Horst & Graben Wealth Management
Oregon
$201K +$195K +2,855 New
EFSCE
2241
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$195K +2,855 New
KFA
2242
Kapstone Financial Advisors
Ohio
$200K +$175K +2,557 New
CFD
2243
Creative Financial Designs
Indiana
$199K -$5.33K -78 -3%
PIA
2244
Powell Investment Advisors
Florida
$198K
PSFG
2245
Park Square Financial Group
Georgia
$196K +$191K +2,794 New
WPA
2246
West Paces Advisors
Georgia
$196K
OCM
2247
Osterweis Capital Management
California
$193K -$74.3K -1,088 -28%
WAS
2248
Winch Advisory Services
Wisconsin
$193K +$62.5K +915 +50%
CIR
2249
Clear Investment Research
Georgia
$192K
MHR
2250
Matthew Hamilton Rosenberg
$189K +$8.26K +121 +5%

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.