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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
BTC
2276
Bank & Trust Company
Illinois
$143K
SR
2277
Syntax Research
Florida
$143K
GFPC
2278
Global Financial Private Client
Florida
$142K -$46.2K -676 -25%
BFPW
2279
BOK Financial Private Wealth
Colorado
$141K -$40.4K -592 -23%
TC
2280
Trust Company
Kansas
$141K -$5.74K -84 -4%
CCMI
2281
Creative Capital Management Investments
California
$140K
SOAMC
2282
Spirit of America Management Corp
New York
$140K
HCM
2283
Hollencrest Capital Management
California
$139K +$5.46K +80 +4%
OAM
2284
Ostrum Asset Management
France
$136K -$5.53K -81 -4%
JEST
2285
JTC Employer Solutions Trustee
Jersey
$134K
NCM
2286
Northwest Capital Management
Oregon
$134K
ME
2287
McIlrath & Eck
Washington
$133K +$48.1K +704 +59%
SFGP
2288
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$133K +$130K +1,897 New
GEA
2289
Glen Eagle Advisors
New Jersey
$132K -$2.05K -30 -2%
CJH
2290
Christopher J. Hasenberg
Wisconsin
$127K
HWA
2291
Heritage Wealth Advisors
Virginia
$127K
GJIA
2292
Glass Jacobson Investment Advisors
Maryland
$126K +$35.2K +516 +40%
RTC
2293
Riverview Trust Company
Washington
$126K +$956 +14 +0.8%
EPIME
2294
Evelyn Partners Investment Management (Europe)
$126K +$122K +1,788 New
AWM
2295
Abound Wealth Management
Tennessee
$124K -$888 -13 -0.7%
KFI
2296
Key Financial Inc
Pennsylvania
$123K +$4.85K +71 +4%
AA
2297
AlphaCentric Advisors
Puerto Rico
$122K -$5.94K -87 -5%
SAM
2298
Sherman Asset Management
California
$121K +$118K +1,729 New
FUBT
2299
First United Bank & Trust
Maryland
$121K -$34.1K -500 -23%
ATC
2300
Adirondack Trust Company
New York
$120K

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.