We are live on ! Find out more
WFC icon

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
DMBA
1426
Deseret Mutual Benefit Administrators
Utah
$701K -$30.1K -441 -4%
MCM
1427
Monument Capital Management
Virginia
$700K +$5.33K +78 +0.8%
GTAM
1428
Global Trust Asset Management
Florida
$699K +$14.8K +217 +2%
BMC
1429
Beaton Management Company
Massachusetts
$695K
PTP
1430
Platform Technology Partners
New York
$694K -$103K -1,511 -13%
CWA
1431
Crux Wealth Advisors
California
$694K +$675K +9,885 New
RMDI
1432
R.M. Davis Inc
Maine
$694K +$56.9K +833 +9%
QPWM
1433
Quadrant Private Wealth Management
Pennsylvania
$694K +$31.4K +460 +5%
PCP
1434
Proficio Capital Partners
Massachusetts
$692K +$235K +3,436 +54%
RT
1435
Rockland Trust
Massachusetts
$692K
BBNA
1436
Bremer Bank National Association
Minnesota
$690K -$12.8K -187 -2%
IHWM
1437
Iron Horse Wealth Management
Iowa
$690K +$4.1K +60 +0.6%
CAC
1438
Core Alternative Capital
Georgia
$689K -$109K -1,598 -14%
MSFS
1439
Main Street Financial Solutions
Pennsylvania
$687K -$123K -1,795 -15%
BFO
1440
Biltmore Family Office
North Carolina
$686K -$5.74K -84 -0.9%
TL
1441
Tradewinds LLC
North Carolina
$684K -$13.9K -204 -2%
RCM
1442
Radnor Capital Management
Pennsylvania
$681K -$86K -1,260 -11%
WIC
1443
Woodmont Investment Counsel
Tennessee
$681K -$55.4K -811 -8%
AIM
1444
Athena Investment Management
California
$681K -$4.57K -67 -0.7%
SIM
1445
Stratos Investment Management
Ohio
$679K +$52K +762 +9%
NBT
1446
Northwest Bank & Trust
Iowa
$679K +$4.37K +64 +0.7%
VST
1447
Van Strum & Towne
California
$677K +$137K +2,000 +26%
NERM
1448
New England Research & Management
Illinois
$675K +$656K +9,605 New
HFM
1449
Hartford Financial Management
Connecticut
$674K
STA
1450
Smith Thornton Advisors
Alabama
$674K

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.