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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
SO
2251
Sierra Ocean
California
$188K +$183K +2,682 New
C
2252
Covestor
United Kingdom
$186K +$89.8K +1,316 +99%
NMG
2253
New Millennium Group
Utah
$185K +$888 +13 +0.5%
PH
2254
Pinnacle Holdings
Oklahoma
$183K -$40.9K -599 -19%
LJHT
2255
Laurie J. Hall Trustee
$183K -$50.9K -745 -22%
MTIC
2256
Missouri Trust & Investment Company
Missouri
$183K
1L
2257
10Elms LLP
Oklahoma
$183K +$178K +2,601 New
PFA
2258
Pathway Financial Advisers
Indiana
$182K
CB
2259
CNB Bank
Pennsylvania
$179K -$68 -1 -0%
GL
2260
GHE LLC
Tennessee
$177K
CBT
2261
Crews Bank & Trust
Florida
$171K +$166K +2,437 New
PAG
2262
Paladin Advisory Group
Iowa
$169K -$36.5K -534 -18%
EFG
2263
Ethos Financial Group
Pennsylvania
$166K +$162K +2,367 New
HWM
2264
Hemington Wealth Management
Virginia
$166K +$19K +278 +13%
ECM
2265
Elgethun Capital Management
South Dakota
$161K -$6.03M -88,263 -97%
DIP
2266
DT Investment Partners
Pennsylvania
$159K -$108K -1,584 -41%
PCWA
2267
Pacific Capital Wealth Advisors
California
$158K -$37.8K -553 -20%
AAG
2268
Armstrong Advisory Group
Massachusetts
$157K +$17.2K +252 +13%
GCM
2269
Gables Capital Management
Florida
$155K
JGIA
2270
Jackson Grant Investment Advisers
Connecticut
$154K
FWA
2271
Flagship Wealth Advisors
Massachusetts
$154K +$150K +2,191 New
PA
2272
PSI Advisors
Florida
$152K +$68 +1 +0%
AIM
2273
Acropolis Investment Management
Missouri
$148K
CWC
2274
Carolinas Wealth Consulting
North Carolina
$146K +$20K +293 +16%
SWM
2275
Sugarloaf Wealth Management
Georgia
$144K -$6.83K -100 -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.