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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
CRC
1301
Curi RMB Capital
Illinois
$891K -$6.42K -94 -0.7%
NSAM
1302
North Star Asset Management
Wisconsin
$889K
PCM
1303
Penserra Capital Management
California
$889K +$539K +7,893 +165%
QC
1304
Quent Capital
New York
$886K +$3.41K +50 +0.4%
LCWP
1305
Legacy Capital Wealth Partners
Arkansas
$885K +$1.02K +15 +0.1%
BCM
1306
Becker Capital Management
Oregon
$880K -$371K -5,430 -30%
WP
1307
Wealthspan Partners
Iowa
$879K -$99.3K -1,455 -10%
ISL
1308
Ingalls & Snyder LLC
New York
$879K -$21.8K -320 -2%
SIA
1309
Strategic Investment Advisors
Michigan
$878K -$90.5K -1,325 -10%
MIM
1310
Morningstar Investment Management
Illinois
$877K -$2.61M -38,162 -75%
SM
1311
Sciencast Management
New Jersey
$876K -$2.56M -37,510 -75%
PCM
1312
Pointe Capital Management
Michigan
$875K +$11.2K +164 +1%
AA
1313
ALPS Advisors
Colorado
$874K -$9.7K -142 -1%
Members Trust
1314
Members Trust
Florida
$873K +$68 +1 +0%
MIA
1315
MeadowBrook Investment Advisors
Michigan
$873K -$31.7K -465 -4%
PCM
1316
Prelude Capital Management
New York
$872K -$86K -1,260 -9%
MAWA
1317
Moss Adams Wealth Advisors
Washington
$871K +$116K +1,692 +16%
PFSC
1318
Peoples Financial Services Corp
Pennsylvania
$867K -$1.64K -24 -0.2%
CS
1319
Cannell & Spears
New York
$862K +$32.2K +472 +4%
RGI
1320
River Global Investors
United Kingdom
$861K -$1.83M -26,862 -69%
BFG
1321
Berger Financial Group
Minnesota
$859K +$215K +3,154 +35%
FFG
1322
Fiduciary Financial Group
California
$859K -$7.71K -113 -0.9%
SAM
1323
Strategy Asset Managers
California
$857K -$1.91K -28 -0.2%
SYBT
1324
Stock Yards Bank & Trust
Kentucky
$857K +$2.73K +40 +0.3%
CT
1325
Chicago Trust
Illinois
$854K -$6.83K -100 -0.8%

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.