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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
MAM
2376
Meeder Asset Management
Ohio
$62.8K -$2.39K -35 -4%
CWM
2377
Crowley Wealth Management
Delaware
$61.9K +$60.1K +881 New
CPG
2378
Cornerstone Planning Group
New Jersey
$60.6K +$7.58K +111 +17%
SRCM
2379
Signature Resources Capital Management
California
$59.8K
TIM
2380
Tortoise Investment Management
New York
$59.7K +$1.5K +22 +3%
LFASL
2381
Lugano Financial Advisors SA (LFA)
Switzerland
$59.6K
WA
2382
Whipplewood Advisors
Colorado
$56.5K +$54.9K +804 New
TPW
2383
Talon Private Wealth
Florida
$56.3K +$46.6K +683 +579%
ATC
2384
Advantage Trust Company
Kansas
$56.2K
Q1WB
2385
Quest 10 Wealth Builders
Virginia
$56K +$54.4K +797 New
FC
2386
Fairscale Capital
New Hampshire
$54.8K
CTB
2387
Country Trust Bank
Illinois
$54.6K
FMP
2388
Financial Management Professionals
Texas
$54.4K +$2.05K +30 +4%
BL
2389
BFSG LLC
California
$54.2K +$68 +1 +0.1%
MFG
2390
Mendota Financial Group
Wisconsin
$53.9K -$30K -439 -36%
VFM
2391
Vision Financial Markets
Connecticut
$53.8K +$52.3K +766 New
HGERS
2392
Householder Group Estate & Retirement Specialist
Arizona
$52K -$99.4K -1,456 -66%
CWM
2393
Centricity Wealth Management
Ohio
$51.5K +$50K +733 New
BOJHT
2394
Bank of Jackson Hole Trust
Wyoming
$51.4K +$50K +732 New
RFA
2395
Reyes Financial Architecture
California
$51.1K +$49.7K +728 New
HC
2396
Hoese & Co
Minnesota
$50.9K
VWA
2397
Valued Wealth Advisors
Utah
$50.2K +$15.3K +224 +46%
TC
2398
Truvestments Capital
Florida
$50.2K +$13.2K +194 +37%
PPA
2399
Painted Porch Advisors
California
$49.5K
RFG
2400
REAP Financial Group
Texas
$48.8K +$33.2K +486 +233%

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.