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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
GWP
2301
Gen-Wealth Partners
Michigan
$120K +$82.4K +1,207 +241%
FCT
2302
First Community Trust
Iowa
$120K
RL
2303
Rogco LP
Oklahoma
$117K
CFS
2304
Compass Financial Services
Iowa
$117K +$114K +1,664 New
LAMC
2305
Longview Asset Management (California)
California
$116K +$113K +1,653 New
PWMG
2306
Prestige Wealth Management Group
New Jersey
$113K
AA
2307
Addison Advisors
Vermont
$111K +$341 +5 +0.3%
BHWM
2308
Bay Harbor Wealth Management
Maryland
$110K +$3.69K +54 +4%
KBFS
2309
Kohmann Bosshard Financial Services
Ohio
$110K +$107K +1,564 New
QL
2310
Quarry LP
New York
$108K +$105K +1,534 New
RMP
2311
Richards, Merrill & Peterson
Washington
$108K +$105K +1,532 New
CM
2312
Capula Management
Cayman Islands
$107K +$23.2K +340 +29%
BONH
2313
Bank of New Hampshire
New Hampshire
$106K +$20.1K +295 +24%
ANBT
2314
American National Bank & Trust
Texas
$105K -$17.3K -254 -15%
BCMLT
2315
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K +$273 +4 +0.3%
PFG
2316
Putney Financial Group
California
$103K +$100K +1,471 New
CA
2317
Centerpoint Advisors
Massachusetts
$103K
HIM
2318
Hillsdale Investment Management
Ontario, Canada
$103K -$259K -3,800 -72%
CHC
2319
City Holding Co
West Virginia
$103K +$20.5K +300 +26%
CCA
2320
Catalyst Capital Advisors
New York
$102K -$93.7K -1,373 -49%
UIA
2321
Ulland Investment Advisors
Minnesota
$101K
CT
2322
Clearstead Trust
Maine
$101K
CWM
2323
Cranbrook Wealth Management
Michigan
$100K
SIC
2324
SJS Investment Consulting
Ohio
$100K -$5.12K -75 -5%
CB
2325
Community Bank
New York
$98.8K

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.