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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
SA
2326
SRH Advisors
Kansas
$98.3K
FP
2327
Financial Perspectives
Minnesota
$97.8K +$26.1K +382 +38%
NC
2328
NewSquare Capital
Pennsylvania
$97.3K +$83.2K +1,219 +734%
Loomis, Sayles & Company
2329
Loomis, Sayles & Company
Massachusetts
$97K +$13.4K +196 +16%
EAM
2330
Exane Asset Management
France
$96.9K +$90.9K +1,332 New
MSWM
2331
Mowery & Schoenfeld Wealth Management
Illinois
$96.4K +$93.7K +1,373 New
MMCM
2332
Murphy & Mullick Capital Management
New York
$95.3K +$92.6K +1,357 New
FC
2333
Family CFO
California
$94.6K
MEG
2334
Millstone Evans Group
Colorado
$94.5K +$91.9K +1,346 New
KIG
2335
Kessler Investment Group
Indiana
$93.3K
IBOK
2336
Independence Bank of Kentucky
Kentucky
$93K +$20.8K +304 +30%
TCM
2337
TruNorth Capital Management
Michigan
$91.3K
USB
2338
Union Savings Bank
Connecticut
$90.8K
VHAM
2339
Van Hulzen Asset Management
California
$90.3K +$87.7K +1,285 New
CYG
2340
Clean Yield Group
Vermont
$90K
CAM
2341
Clarity Asset Management
Iowa
$89.2K +$273 +4 +0.3%
OP
2342
ORG Partners
Indiana
$89.1K +$410 +6 +0.5%
RAM
2343
Ramirez Asset Management
New York
$87.4K
BA
2344
Bellwether Advisors
Nebraska
$86.7K +$84.3K +1,235 New
FLP
2345
Financial Life Planners
Arizona
$86.6K +$84.2K +1,233 New
IRAG
2346
Investment Research & Advisory Group
Georgia
$86K
WWP
2347
WR Wealth Planners
Missouri
$86K +$11.1K +162 +15%
AIM
2348
Arcadia Investment Management
Michigan
$85.8K +$15.1K +221 +22%
FMTCOCP
2349
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K -$1.3K -19 -2%
FFL
2350
Financial Freedom LLC
Ohio
$84.6K +$273 +4 +0.3%

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.