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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
QPBE
2401
Quintet Private Bank (Europe)
Luxembourg
$48.3K +$47K +688 New
HNW
2402
High Note Wealth
Minnesota
$47.8K +$46.4K +680 New
TCG
2403
Transcendent Capital Group
Oklahoma
$46K
PPC
2404
Park Place Capital
Alabama
$43.9K
FGA
2405
Fortis Group Advisors
New Jersey
$43.5K
HC
2406
Hurley Capital
New York
$42.5K +$39.7K +581 New
AWM
2407
AllSquare Wealth Management
New York
$42.1K
Aristotle Capital Management
2408
Aristotle Capital Management
California
$42.1K
FWM
2409
FSA Wealth Management
Massachusetts
$42K
MDA
2410
Minot DeBlois Advisors
Massachusetts
$39.2K +$38.1K +558 New
SJIM
2411
St. Johns Investment Management
Florida
$38.8K
WA
2412
WPG Advisers
Maryland
$37.9K +$36.8K +539 New
MSWA
2413
Marshall & Sterling Wealth Advisors
New York
$37.6K +$36.5K +535 New
BCPWM
2414
Bradley & Co Private Wealth Management
Florida
$37.5K +$36.5K +534 New
BTD
2415
BankPlus Trust Department
Mississippi
$35.1K +$34.1K +500 New
OCM
2416
Orion Capital Management
California
$35.1K +$34.1K +500 New
EFMH
2417
E Fund Management (HK)
Hong Kong
$35K +$33.9K +496 New
DF
2418
Dunhill Financial
United Kingdom
$34.9K +$13.2K +193 +64%
BAM
2419
Byrne Asset Management
New Jersey
$34.4K
JFG
2420
JDM Financial Group
Texas
$34.1K
AT
2421
Arlington Trust
Alabama
$34.1K
BC
2422
Barrett & Company
Rhode Island
$33.5K
CWP
2423
Clark Wealth Partners
Illinois
$32.8K +$31.9K +467 New
PWMG
2424
Private Wealth Management Group
New Jersey
$32.1K
DRP
2425
Decker Retirement Planning
Utah
$31.6K +$30.7K +450 New

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.