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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
RHIG
626
R.H. Investment Group
Arizona
$5.06M +$4.91M +71,978 New
CANC
627
Culbertson A N & Co
Virginia
$5.02M +$356K +5,219 +8%
PMAM
628
Picton Mahoney Asset Management
Ontario, Canada
$5M -$104K -1,521 -2%
WSFS
629
Wilmington Savings Fund Society
Delaware
$4.95M +$687K +10,057 +17%
HAG
630
HighPoint Advisor Group
Illinois
$4.93M +$76.4K +1,119 +2%
WA
631
Waverly Advisors
Alabama
$4.8M +$963K +14,103 +26%
PDL
632
Portfolio Design Labs
California
$4.79M +$809K +11,844 +21%
SCM
633
Sterling Capital Management
North Carolina
$4.79M -$401K -5,869 -8%
TW
634
Trajan Wealth
Arizona
$4.75M +$468K +6,852 +11%
BPAMU
635
BTG Pactual Asset Management US
New York
$4.73M +$4.59M +67,282 New
WOC
636
West Oak Capital
California
$4.71M -$473K -6,925 -51%
BFS
637
Bradley Foster & Sargent
Connecticut
$4.69M -$66.1K -968 -1%
BJL
638
Brighton Jones LLC
Washington
$4.65M +$1.74M +25,436 +62%
RWM
639
Ritholtz Wealth Management
New York
$4.64M +$543K +7,954 +14%
NAAA
640
New Age Alpha Advisors
New York
$4.63M +$4.5M +65,905 New
DWP
641
Daymark Wealth Partners
Ohio
$4.6M -$580K -8,491 -11%
RVM
642
Robinson Value Management
Texas
$4.59M -$2.46M -36,048 -36%
SC
643
Stance Capital
Massachusetts
$4.57M +$4.44M +65,096 New
PAM
644
Paradigm Asset Management
New York
$4.52M +$1.47M +21,500 +50%
RFM
645
Royal Fund Management
Florida
$4.47M +$3.04M +44,472 +232%
VT
646
Vise Technologies
New York
$4.47M +$628K +9,199 +17%
AG
647
AIA Group
Hong Kong
$4.44M -$360K -5,276 -8%
VI
648
Vestcor Inc
New Brunswick, Canada
$4.44M -$388K -5,684 -8%
QCM
649
Qsemble Capital Management
New York
$4.43M +$473K +6,923 +12%
CA
650
Commerzbank Aktiengesellschaft
Germany
$4.42M -$1.45M -21,185 -25%

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.