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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
BFA
1926
Buttonwood Financial Advisors
Maryland
$204K +$184K +3,519 New
A
1927
AJOVista
Massachusetts
$203K – – –
DAM
1928
Deltec Asset Management
New York
$203K +$183K +3,500 New
MCWS
1929
McKinley Carter Wealth Services
West Virginia
$203K +$183K +3,495 New
HAS
1930
HBW Advisory Services
California
$202K – – –
HWA
1931
Heartwood Wealth Advisors
Virginia
$202K +$182K +3,483 New
BWAM
1932
Boyd Watterson Asset Management
Ohio
$202K – – –
NG
1933
Northstar Group
New York
$202K +$182K +3,479 New
TTWM
1934
TCV Trust & Wealth Management
Virginia
$201K +$182K +3,476 New
MFS
1935
Madrona Financial Services
Washington
$201K +$182K +3,474 New
SFC
1936
Sprinkle Financial Consultants
Colorado
$201K +$182K +3,473 New
GFG
1937
Goldstone Financial Group
Illinois
$201K +$181K +3,468 New
SWP
1938
Strategic Wealth Partners
Ohio
$201K +$181K +3,467 New
CIC
1939
Chilton Investment Company
Connecticut
$201K -$35.7K -683 -16%
QPW
1940
Quantum Private Wealth
Florida
$201K +$181K +3,463 New
CTWM
1941
Cherry Tree Wealth Management
Minnesota
$200K -$4.19K -80 -2%
CA
1942
CoreCap Advisors
Michigan
$198K +$179K +3,416 New
BSB
1943
Bangor Savings Bank
Maine
$194K -$19.3K -369 -10%
LJHT
1944
Laurie J. Hall Trustee
$194K -$34.5K -660 -16%
HI
1945
Hendershot Investments
Virginia
$189K – – –
HIM
1946
Hillsdale Investment Management
Ontario, Canada
$188K -$36.6K -700 -18%
PIA
1947
Powell Investment Advisors
Florida
$184K – – –
CFD
1948
Creative Financial Designs
Indiana
$181K -$2.56K -49 -2%
CAL
1949
Capital Advisors Ltd
Ohio
$175K +$3.45K +66 +2%
GBT
1950
Grove Bank & Trust
Florida
$175K – – –
76 77
78
79 80

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.