Wells Fargo
WFC
2,201 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 719 increasing their positions, 971 reducing their positions, and 129 closing their positions.
62% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 129
14% more capital invested
Capital invested by funds: $135B → $155B (+$19.5B)
9% more funds holding in top 10
Funds holding in top 10: 67 → 73 (+6)
2% more funds holding
Funds holding: 2,149 → 2,201 (+52)
0.99% less ownership
Funds ownership: 75.74% → 74.75% (-0.99%)
9% less call options, than puts
Call options by funds: $3.65B | Put options by funds: $4B
26% less repeat investments, than reductions
Existing positions increased: 719 | Existing positions reduced: 971
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.16B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$497M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$127M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$123M |
| 5 |
Barclays
London,
United Kingdom
|
+$97.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.11B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$624M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$306M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$292M |
| 5 |
Amundi
Paris,
France
|
-$282M |
WFC Hedge Fund Activity: Q1 2024 in Review
2,201 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2024, worth a combined $155B — up 14% from $135B a quarter earlier.
Buyers outnumbered sellers: 209 funds opened new WFC positions and 129 closed out — a net gain of 80 holders — while 719 added to existing stakes and 971 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.16B. The largest seller was Morgan Stanley, cutting an estimated $2.11B.
- 2,201 institutional investors held Wells Fargo (WFC) as of Q1 2024, up from 2,149 in Q4 2023.
- Funds reported $155B of Wells Fargo stock for Q1 2024, up 14% quarter-over-quarter.
- 209 funds opened new Wells Fargo positions in Q1 2024 and 129 closed out, a net change of +80 holders.
- The largest Wells Fargo buyer in Q1 2024 was Wellington Management Group, an estimated $2.16B added.
- The largest Wells Fargo seller in Q1 2024 was Morgan Stanley, an estimated $2.11B sold.
Based on aggregated 13F filings for Q1 2024.