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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
FIA
2451
FPC Investment Advisory
California
$23.9K +$20.7K +303 New
RTL
2452
Red Tortoise LLC
Georgia
$23.6K
CMA
2453
Cedar Mountain Advisors
Oregon
$23.2K -$9.97K -146 -31%
MWA
2454
Medallion Wealth Advisors
Connecticut
$22.7K +$21.8K +319 New
T
2455
Tidemark
California
$22.7K +$5.53K +81 +33%
MSG
2456
Main Street Group
Virginia
$22.5K
SSG
2457
Summit Securities Group
New York
$21.9K +$21.3K +312 New
PP
2458
PFS Partners
New Jersey
$21.8K
CSWM
2459
Cassady Schiller Wealth Management
Ohio
$21.6K +$15.6K +229 +290%
NOI
2460
Newton One Investments
Delaware
$21.4K +$20.8K +305 New
IMC
2461
Investment Management Corporation
Virginia
$21.2K +$20.6K +302 New
RWS
2462
Retirement Wealth Solutions
Wisconsin
$21.1K +$20.6K +302 New
WIM
2463
Westside Investment Management
California
$21.1K
BCM
2464
Berbice Capital Management
New York
$21.1K +$20.5K +300 New
CF
2465
Conquis Financial
California
$20.8K +$20.2K +296 New
BIM
2466
Breakwater Investment Management
Washington
$20.2K
BGWM
2467
Bridge Generations Wealth Management
Florida
$19.7K +$19.1K +280 New
CFS
2468
CGC Financial Services
Oregon
$19.7K
CCM
2469
Copeland Capital Management
Pennsylvania
$18.1K +$17.6K +258 New
CMP
2470
Coston McIsaac & Partners
Maine
$18K
HB
2471
Horizon Bancorp
Indiana
$18K
SC
2472
Stephens Consulting
Michigan
$18K -$6.76K -99 -28%
PP
2473
PrairieView Partners
Minnesota
$17K -$67.9K -994 -80%
HIW
2474
Holos Integrated Wealth
Pennsylvania
$16.3K +$15.8K +232 New
FCG
2475
Financial Connections Group
California
$16K

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.