Wells Fargo
WFC
2,240 hedge funds and large institutions have $143B invested in Wells Fargo in 2024 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 778 increasing their positions, 927 reducing their positions, and 157 closing their positions.
6% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 157
0.44% more ownership
Funds ownership: 73.79% → 74.23% (+0.44%)
1% less funds holding
Funds holding: 2,257 → 2,240 (-17)
7% less capital invested
Capital invested by funds: $153B → $143B (-$9.95B)
16% less repeat investments, than reductions
Existing positions increased: 778 | Existing positions reduced: 927
21% less call options, than puts
Call options by funds: $2.94B | Put options by funds: $3.72B
22% less funds holding in top 10
Funds holding in top 10: 77 → 60 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.1B |
| 2 |
JP Morgan Chase
New York
|
+$716M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$388M |
| 4 |
BlackRock
New York
|
+$321M |
| 5 |
Two Sigma Advisers
New York
|
+$296M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$637M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$538M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$391M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$382M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$301M |
WFC Hedge Fund Activity: Q3 2024 in Review
2,240 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2024, worth a combined $143B — down 6.5% from $153B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new WFC positions and 157 closed out — a net gain of 9 holders — while 778 added to existing stakes and 927 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was DZ Bank, cutting an estimated $637M.
- 2,240 institutional investors held Wells Fargo (WFC) as of Q3 2024, down from 2,257 in Q2 2024.
- Funds reported $143B of Wells Fargo stock for Q3 2024, down 6.5% quarter-over-quarter.
- 166 funds opened new Wells Fargo positions in Q3 2024 and 157 closed out, a net change of +9 holders.
- The largest Wells Fargo buyer in Q3 2024 was Wellington Management Group, an estimated $1.1B added.
- The largest Wells Fargo seller in Q3 2024 was DZ Bank, an estimated $637M sold.
Based on aggregated 13F filings for Q3 2024.