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Wells Fargo
WFC

2,200 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 719 increasing their positions, 971 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 208 | 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 → 2,200 (+51)

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

Holders
2,200
Holders Change
+51
Holders Change %
+2.37%
% of All Funds
31.69%
Holding in Top 10
73
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.96%
% of All Funds
1.05%
New
208
Increased
719
Reduced
971
Closed
129
Calls
$3.65B
Puts
$4B
Net Calls
-$350M
Net Calls Change
+$567M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$497M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$127M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$123M
5
Barclays
Barclays
United Kingdom
+$97.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
3
DSA
Davis Selected Advisers
Arizona
-$306M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Amundi
Amundi
France
-$282M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1876
Bernardo Wealth Planning
Pennsylvania
$222K +$200K +3,826 New
TF
1877
Tompkins Financial
New York
$221K – – –
FSC
1878
Full Sail Capital
Oklahoma
$220K +$199K +3,804 New
DA
1879
Denali Advisors
California
$220K -$319K -6,100 -62%
FFA
1880
First Foundation Advisors
California
$220K – – –
SIG
1881
Spinnaker Investment Group
California
$219K +$198K +3,784 New
CC
1882
Copperleaf Capital
North Carolina
$219K +$197K +3,770 New
BC
1883
Brio Consultants
California
$218K +$197K +3,769 New
OPOWM
1884
One Plus One Wealth Management
Florida
$218K +$197K +3,768 New
IGWM
1885
ICA Group Wealth Management
Colorado
$218K -$51.9K -992 -21%
SFG
1886
Sovereign Financial Group
Connecticut
$218K +$197K +3,761 New
WCM
1887
Washington Capital Management
Washington
$218K +$197K +3,760 New
HWM
1888
HRC Wealth Management
Idaho
$218K +$197K +3,756 New
BFM
1889
Boston Financial Management
Massachusetts
$218K +$196K +3,753 New
CCA
1890
Cottonwood Capital Advisors
Utah
$217K +$200K +3,814 New
AT
1891
American Trust
Kentucky
$217K +$196K +3,738 New
RA
1892
Rise Advisors
New York
$216K +$97.7K +1,868 +101%
PSP
1893
Principal Street Partners
Tennessee
$215K +$182K +3,478 New
HBW
1894
Hazlett, Burt & Watson
West Virginia
$215K -$17K -325 -8%
VFPI
1895
Vantage Financial Partners (Illinois)
Illinois
$214K +$194K +3,700 New
BFO
1896
Boston Family Office
Massachusetts
$214K -$52.3K -1,000 -21%
EWS
1897
Eagle Wealth Strategies
New Jersey
$214K +$194K +3,713 New
AF
1898
Affiance Financial
Minnesota
$213K +$193K +3,683 New
TW
1899
Traveka Wealth
California
$213K +$192K +3,679 New
IWN
1900
Independent Wealth Network
Iowa
$213K +$192K +3,679 New
74 75
76
77 78

WFC Hedge Fund Activity: Q1 2024 in Review

2,200 of the 6,942 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: 208 funds opened new WFC positions and 129 closed out — a net gain of 79 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.

  • 2,200 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.
  • 208 funds opened new Wells Fargo positions in Q1 2024 and 129 closed out, a net change of +79 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.