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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
VCA
701
Verdence Capital Advisors
Maryland
$3.71M +$305K +4,461 +9%
TPI
702
Trust Point Inc
Wisconsin
$3.7M +$121K +1,767 +3%
MA
703
Montag & Associates
Georgia
$3.7M
QCIG
704
Quad-Cities Investment Group
Iowa
$3.69M +$10.8K +158 +0.3%
WIM
705
Wittenberg Investment Management
Massachusetts
$3.68M -$3.56M -52,073 -50%
PCTC
706
Perkins Coie Trust Company
Washington
$3.66M -$2.25K -33 -0.1%
WS
707
Wedbush Securities
California
$3.66M +$19.5K +286 +0.6%
ABC
708
Associated Banc-Corp
Wisconsin
$3.64M -$72.3K -1,059 -2%
RSWM
709
Robertson Stephens Wealth Management
California
$3.64M -$206K -3,020 -6%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$3.63M -$149K -2,178 -4%
PA
711
Profund Advisors
Maryland
$3.63M -$561K -8,222 -14%
SCA
712
Stonebridge Capital Advisors
Minnesota
$3.61M -$111K -1,625 -3%
JHCP
713
Jackson Hole Capital Partners
Oklahoma
$3.6M +$23.7K +347 +0.7%
CIC
714
Cornercap Investment Counsel
Georgia
$3.6M -$118K -1,732 -3%
FNBT
715
FineMark National Bank & Trust
Florida
$3.58M -$64K -938 -2%
WJWM
716
Williams Jones Wealth Management
New York
$3.58M -$247K -3,621 -7%
PBC
717
Pavion Blue Capital
California
$3.57M -$11.5K -169 -0.3%
SCM
718
SOL Capital Management
Maryland
$3.55M -$3.41K -50 -0.1%
4WM
719
44 Wealth Management
Oregon
$3.55M -$281K -4,109 -8%
CCM
720
Coldstream Capital Management
Washington
$3.52M +$416K +6,099 +14%
AFS
721
Aft Forsyth & Sober
Florida
$3.51M
LOAMS
722
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M -$71.4K -1,046 -2%
SW
723
SVB Wealth
Massachusetts
$3.49M +$3.39M +49,637 New
CM
724
Crestline Management
Texas
$3.48M +$1.54M +22,495 +83%
TCA
725
Transcend Capital Advisors
New Jersey
$3.48M -$165K -2,418 -5%

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.