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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
2,240
Holders Change
-17
Holders Change %
-0.75%
% of All Funds
32.16%
Holding in Top 10
60
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-22.08%
% of All Funds
0.86%
New
166
Increased
778
Reduced
927
Closed
157
Calls
$2.94B
Puts
$3.72B
Net Calls
-$778M
Net Calls Change
-$380M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
JP Morgan Chase
JP Morgan Chase
New York
+$716M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$388M
4
BlackRock
BlackRock
New York
+$321M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$296M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$637M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$538M
3
APG Asset Management
APG Asset Management
Netherlands
-$391M
4
Capital International Investors
Capital International Investors
California
-$382M
5
Dodge & Cox
Dodge & Cox
California
-$301M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1901
Monterey Private Wealth
California
$225K +$679 +12 +0.3%
TW
1902
Traveka Wealth
California
$225K +$16.7K +295 +8%
JSAM
1903
J. Safra Asset Management
New York
$224K +$35.9K +635 +19%
FPFS
1904
First Personal Financial Services
North Carolina
$223K +$1.19K +21 +0.5%
TW
1905
Towerpoint Wealth
California
$223K – – –
EFA
1906
Evernest Financial Advisors
Indiana
$223K -$2.43K -43 -1%
SAM
1907
SignalPoint Asset Management
Missouri
$222K – – –
WC
1908
Woodstock Corp
Massachusetts
$222K -$5.66K -100 -2%
TSWM
1909
Tyler-Stone Wealth Management
Ohio
$222K +$115K +2,025 +107%
1CP
1910
17 Capital Partners
Arizona
$221K – – –
XSC
1911
X-Square Capital
Puerto Rico
$221K +$679 +12 +0.3%
PCMN
1912
Paradigm Capital Management (Nevada)
Nevada
$221K +$221K +3,914 New
TPA
1913
Trivium Point Advisory
Connecticut
$221K +$171K +3,032 New
PCA
1914
Peddock Capital Advisors
Massachusetts
$221K – – –
WI
1915
Wedgewood Investors
Pennsylvania
$219K – – –
CAM
1916
Cozad Asset Management
Illinois
$219K – – –
FPF
1917
First Pacific Financial
Washington
$219K – – –
SIMG
1918
Sonora Investment Management Group
Arizona
$218K +$218K +3,863 New
DIP
1919
DT Investment Partners
Pennsylvania
$218K +$18.5K +327 +9%
FSA
1920
Financial Security Advisor
Virginia
$217K -$14.8K -261 -6%
OCM
1921
Osterweis Capital Management
California
$217K -$17K -300 -7%
SWIG
1922
Strategic Wealth Investment Group
Kentucky
$217K +$1.13K +20 +0.5%
AAP
1923
Arax Advisory Partners
Colorado
$217K +$19.3K +341 +10%
PBF
1924
Petix & Botte Financial
California
$216K – – –
TCWM
1925
Total Clarity Wealth Management
Illinois
$216K +$216K +3,826 New
75 76
77
78 79

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.