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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
PAM
2426
Parvin Asset Management
South Dakota
$31.6K +$30.7K +450 New
SWM
2427
Sanctuary Wealth Management
Idaho
$30.6K
MA
2428
Modus Advisors
Minnesota
$30.3K +$29.5K +432 New
BAM
2429
Bellevue Asset Management
Washington
$30.2K
MFA
2430
McClarren Financial Advisors
Pennsylvania
$30K +$29.5K +432 New
SIS
2431
Strategic Investment Solutions
Illinois
$29.9K
RS
2432
Rakuten Securities
Japan
$29.8K +$16.2K +237 +127%
MCM
2433
MidAtlantic Capital Management
Virginia
$29.6K -$12.2K -178 -30%
MLA
2434
MB, Levis & Associates
Pennsylvania
$29.4K
TWD
2435
True Wealth Design
Ohio
$29.2K +$2.46K +36 +9%
LC
2436
Lavaca Capital
Texas
$28.9K +$28.1K +412 New
KPP
2437
Kings Path Partners
Texas
$28.1K
BP
2438
BNP Paribas
France
$28.1K +$27.3K +400 New
ICCON
2439
Investment Counsel Company of Nevada
Nevada
$28.1K +$27.3K +400 New
CAM
2440
Costello Asset Management
Pennsylvania
$28K
RWML
2441
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$27.8K +$5.6K +82 +26%
VWM
2442
Valley Wealth Managers
New Jersey
$27.1K
HDIM
2443
Hanson & Doremus Investment Management
Vermont
$27K
MWM
2444
Mascoma Wealth Management
New Hampshire
$26.6K
RWM
2445
Rialto Wealth Management
New York
$26.4K +$25.7K +376 New
WI
2446
Wintrust Investments
Illinois
$25K -$30.7K -449 -56%
AIC
2447
Archer Investment Corporation
Indiana
$24.7K
MIM
2448
Meridiem Investment Management
United Kingdom
$24.6K
NRG
2449
Nemes Rush Group
Michigan
$24K +$16.2K +237 +228%
EPIM
2450
Evelyn Partners Investment Management
$23.9K +$23.2K +340 New

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.