We are live on ! Find out more
WFC icon

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
OPTFSNA
2351
Old Point Trust & Financial Services N A
Virginia
$83.1K
SVCP
2352
Silicon Valley Capital Partners
California
$81.4K +$4.03K +59 +5%
FFA
2353
Frazier Financial Advisors
Ohio
$80.4K -$1.64K -24 -2%
BHWM
2354
Beaird Harris Wealth Management
Texas
$79K +$22.3K +327 +41%
BWL
2355
Bogart Wealth LLC
Virginia
$78.5K +$15K +219 +24%
EBA
2356
Eagle Bay Advisors
New York
$77.4K -$36K -527 -32%
RJA
2357
Ross\Johnson & Associates
Minnesota
$77.2K +$75K +1,099 New
OIA
2358
Optimum Investment Advisors
Illinois
$75.6K
AWM
2359
Atticus Wealth Management
Florida
$73.8K -$28.4K -416 -28%
NECFA
2360
New England Capital Financial Advisors
Connecticut
$73.4K -$3.35K -49 -4%
PAI
2361
Pittenger & Anderson Inc
Nebraska
$72.7K
CAM
2362
Creekmur Asset Management
Illinois
$72.3K
RPA
2363
Redwood Park Advisors
California
$70.5K +$68.5K +1,003 New
BGA
2364
Battery Global Advisors
Massachusetts
$70.2K
KFP
2365
Keener Financial Planning
Texas
$70K
BWM
2366
Bernard Wealth Management
Michigan
$70K +$68K +996 New
MB
2367
Mizuho Bank
Japan
$68.8K +$66.9K +980 New
FDCP
2368
Foster Dykema Cabot & Partners
Massachusetts
$68.8K
RFS
2369
Richardson Financial Services
Massachusetts
$68.6K -$1.43K -21 -2%
MFT
2370
Moisand Fitzgerald Tamayo
Florida
$67.8K
CJL
2371
Cyrus J. Lawrence
New York
$66K -$11.4K -167 -15%
FGC
2372
Financial Gravity Companies
Texas
$65.2K +$63.4K +928 New
XC
2373
XY Capital
Hong Kong
$63.6K +$61.8K +905 New
LG
2374
LAM Group
Oregon
$63.2K
SNB
2375
Security National Bank
Nebraska
$62.9K

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.